A rough-in is booked for Tuesday. The crew is assigned. Two required fittings are still missing. The date is a useful plan, but it is not permission to send the crew.
Residential new-construction plumbing teams need to answer two different questions: what are we planning? and what is approved for Field? Keeping those answers separate lets the office prepare future work without making an unfinished plan look executable.
Enter phase dates and crew assignments while preparation continues. Reschedule when circumstances change. Planning should not force someone to claim that the materials or site are ready.
A plan belongs in the office view. It should show any unresolved requirement, its accountable person and the next action. Field should not receive the planned packet until readiness and release approval are complete.
Your company defines its phases and requirements. Underground, rough-in and finish can be useful examples, but they are not a mandatory sequence.
For each phase, review:
Where a requirement legitimately does not apply, use an explicit company-authorized decision rather than silently treating unknown as ready.
After those checks, the company's designated person still reviews and approves release. This might be the owner, dispatcher, general manager or someone else with that authority.
Only then should the assigned work become visible to Field. If scope, crew or prerequisite evidence changes, the previous approval cannot be assumed to cover the new basis. Already-started work needs a visible review warning rather than disappearing.
Field supplies the required proof and submits results. Operations accepts the phase or returns it with a clear reason and next action. Accepting one phase does not close the entire project or authorize an invoice automatically.
Take one phase from your own backlog. Mark what is missing, who owns it and what happens next. Use the crew-release worksheet and calculate a wasted trip using your own costs.
Sub Structure's plumbing beta applies this planning-and-release distinction. Company setup and workflow review precede activation. Try the illustrative example or walk through one job with Will.
Sub Structure only releases jobs to your crews when materials, information, and labor are actually ready. Free forever for single crews.
New Construction Plumbing Scheduling & Crew Release →