PDP Project Handoff Form

01 Project Identity

Enter the Job Number and click "Load from JobTread" to pull in what's already on file, then fill in the rest. Every field stays editable — treat pulled-in data as a starting point, not gospel.

Job Number

Job Name

Client Name

Client Phone

Client Email

Client Mailing Address

Job Site Address

Assigned PM

Project Developer

Projected Start Date by Rep

Secondary Contact (if applicable — e.g. spouse or co-buyer)

Name

Phone

Email

02 Client Profile & Promises Made

Everything said to the client that is NOT in the contract. The PM must know this before their first client interaction.

Primary Decision-Maker (if not contract signer)

Specific Promises or Commitments Made

Promise / Commitment

Known Client Sensitivities

Concerns raised during sales (noise, access hours, landscaping, pets, HOA, etc.)

Design Decisions Still Open

Open Item 1

Open Item 2

Open Item 3

Open Item 4

Open Item 5

Open Item 6

03 Scope Summary

Write what the crew and PM need to understand on day one — not the contract legal text.

Permitting

Permitted Non-Permitted

Primary Structure Type(s)

Other Structure / Notes

Plain-Language Scope Summary

04 Material Selections

Describe any non-standard or out of the ordinary finishes here. Describe anything that is atypical from PDP normal build specs.

Non-Standard or Custom Selections

Deviation 1 — describe what it is and why it was selected

Deviation 2

05 Job Access and Site Conditions

Used to brief both the PM and drafter. Be specific — vague entries create field errors.

Access & Site Constraints

Equipment access route

Underground utilities, septic, or irrigation in work zone

Landscaping, hardscape, or structures to protect

Pet Consideration

06 Structural & Engineering Notes

These details drive the drafter's permit drawings. Complete every field for every job.

Site Plan / Survey

Is the site plan or property survey being supplied by the client?

Has a site plan or property survey been included in job budget?

Where is the client supplied site plan or survey currently located?

Grade & Elevation

Finished Deck Height off Grade at House

Max Height at Any Corner

Describe slope direction and severity

Grade is relatively flat Significant slope — drafter must account for variable post heights Grade change creates multi-level requirement

House Attachment

Ledger to rim joist Ledger to masonry / brick Freestanding — no ledger TJI's (Blocking Required) Non-standard — describe below

Flashing Details / Attachment Notes

Load Conditions

Standard residential (40 psf) Hot tub / spa on structure Outdoor kitchen or heavy feature Engineering stamp required

Framing Layout

Joist Spacing

Engineered Beams

Deviations from PDP Standard Framing Spec

Standard spec — no deviations

Deviation 1

Deviation 2

07 Permit & HOA

Permit Status

Jurisdiction / City / County

HOA Approval Required

HOA Approval Status

Known permit complications or jurisdiction-specific requirements

08 Subcontractor & Trade Flags

Flag any trade work discussed with the client or implied by the scope, even if not explicit in the contract.

Check off all required trade partners for this project.

Is the homeowner using any of their own subcontractors?

If yes, describe

Other Trades / Coordination Notes — Any trades need extra lead time?

Are there any other out-of-the-ordinary trade circumstances the project manager needs to know about?

09 Handoff Certification

By submitting this form, you confirm this information is complete and accurate, all photos are uploaded and labeled in JobTread, and the PM has been notified this package is ready.

Salesperson Name (confirm)

Date of Submission

PM Notes / Open Questions for Handoff Meeting

In-Progress Handoffs