The Documentation Leak — free checklist for project engineers | Job Site Automations
Job Site Automations Free Checklist

For project engineers & field leaders — on the Microsoft 365 your company already pays for

Nobody thanks the PE for the paperwork. Until they need it.

The dispute, the delay claim, the held retention check — that's when the trail you kept (or didn't) decides who wins. Documentation is cheap to create today and priceless the day it's tested. This free checklist shows you the 7 places the paper trail breaks, each with a 60-second check you can run on your busiest job today.

7 documentation leaks · 7 sixty-second checks · one editable tracker

Get the Documentation Leak checklist

Free. No pricing, no pitch — just the checklist, the editable tracker, and every new checklist as it drops. First in line.

Built from real jobs in Alameda County, CA. One email per real milestone — no spam.

What's in it

Seven places the paper trail breaks on a PE's watch — from the RFI nobody's tracking to the closeout that holds the retention check. Each one comes with a 60-second check against your busiest job:

  • The RFI nobody's tracking — questions aging in an inbox instead of a log.
  • The daily report you didn't write — the unwritten one is the one you'll need.
  • The change order with no backup — a CO you can't prove is a CO you eat.
  • Building off the wrong set — rework against an obsolete drawing.
  • Cost data that's late or wrong — why bad data beats no data, the wrong way.
  • As-builts "done at the end" — records built from memory are guesses.
  • The closeout that holds the check — the last 2% of paper holds the retention.

Who it's for

The project engineer who runs the RFIs, submittals, daily reports, and closeout that the PM and super depend on. If the paperwork is "the boring part," this is how it becomes the part that gets you noticed — because the trail you keep now is the leverage the whole team needs later.