Project Manage with BuildROI
Manage everything with full oversight. Your role as the trusted intermediary between homeowners, builders, and compliance.
1. Intake & Verification
You're the gatekeeper - ensuring quality from the start
Review homeowner's property details, project description. Ensure form is complete and triggers right risk prompts.
You set the tone. Early accuracy prevents issues later.
Review KYC verification results from escrow provider. Approve before job can proceed.
You're protecting the platform from fraud.
Review builder's insurance, CIS/VAT, H&S policy. Approve or flag issues before they can quote.
Only compliant builders get through. You're the quality filter.
Review builder's baseline photos for quality, timestamps, coverage. Request more if needed.
Good 'before' evidence protects everyone in disputes.
Review system's risk prompts (asbestos, party wall, etc.). Ensure appropriate actions taken.
You're ensuring legal compliance and safety upfront.
Review utilities, appliances, ventilation needs. Ensure nothing major is missed.
Catches expensive mid-job surprises early.
Review builder's exclusions and allowances. Ensure they're clear and reasonable.
Prevents scope creep arguments later.
2. Scoping & Planning
You build the roadmap and sanity-check everything
Build scope from templates. Auto-fill milestones. Review builder's input and finalize.
You create the predictable workflow and payment gates.
Create and maintain risk register. Review weekly. Ensure mitigation plans are in place.
You're proactively managing what could derail the project.
Review builder's proposed durations. Sanity-check for realism. Add float where needed.
You prevent overpromising and underdelivering.
Confirm BC requirement. Note duty holder. Coordinate inspection scheduling.
You ensure compliance won't delay handover.
3. Contract & H&S
You ensure everything is documented and compliant
Prepare contract pack for homeowner signature. Ensure all parties understand terms.
You're creating clear legal foundation for the project.
Review and approve builder's warranty terms. Ensure they're clear and reasonable.
Prevents aftercare confusion and disputes.
Review builder's Risk Assessments, Method Statements. Check induction logs. Monitor RIDDOR/COSHH compliance.
You're ensuring legal H&S compliance and due diligence.
Confirm with homeowner and builder what evidence is needed per milestone for payment release.
Clear rules prevent payment disputes later.
4. Pre-start Coordination
You orchestrate readiness checks
Review POs and delivery schedules. Flag any critical items with long lead times.
You catch material delays before they happen.
Review waste plan, carrier licences, skip permits, welfare arrangements.
Legal compliance and professional site setup.
Lead kick-off with builder crew lead and homeowner. Align on start, rules, comms, risks.
You set professional tone and clear expectations.
Final readiness check: materials, access, keys, crew availability. Green-light start or delay.
You prevent false starts and wasted crew time.
5. Active Oversight
You monitor daily and intervene when needed
Review daily site diary. Check for blockers. Follow up on any issues.
You catch problems early when they're easy to fix.
Review variation requests. Classify minor vs major. Approve minor, escalate major to homeowner.
You keep scope and budget under control.
Review builder's quality checks at hold points. Approve or flag issues before work continues.
You catch defects before they're covered up and expensive.
Review any incident/near-miss logs. Ensure corrective actions documented.
You ensure safety and continuous improvement.
Review running snag list. Ensure items have owners and dates. Chase overdue items.
You prevent big snag pile-up at the end.
Review mid-point homeowner feedback. Address any concerns immediately.
You catch brewing issues before they become complaints.
When delays hit, log early warning, agree recovery plan with builder, get homeowner sign-off.
You manage expectations and prevent dispute escalation.
Review builder's evidence photos for each milestone. Approve payment release or request more.
You ensure quality before money moves.
6. Completion & Handover
You orchestrate professional finish
Review all testing and commissioning documentation. Ensure everything signed off.
You ensure safety and warranty validity.
Walk job with homeowner and builder. Agree final snags with dates. Sign off completion.
You create clear finish line that everyone accepts.
Generate and issue completion certificate with digital O&M pack.
Professional handover that protects everyone.
If retrofit work, tag measures for pension/bonus logic and policy reporting.
Enables government incentives and outcome tracking.
7. Close-out & Quality
You manage feedback and final payments
Authorize final escrow payment. Note any retention terms.
You control payment only when quality is proven.
Leave private quality rating for builder. Moderate homeowner feedback for fairness.
You maintain quality standards and fair reputation system.
Check in with homeowner at 30 days. Log any issues. Create follow-up tasks if needed.
You catch small issues before they become big problems.
Approve final evidence pack. Archive with hash against property record.
You create permanent, verifiable record for audit and resale.
Your Critical Role
Trusted intermediary: You're neutral between homeowner and builder interests.
Quality gatekeeper: Nothing progresses without your approval at key points.
Risk manager: You identify, track, and mitigate issues proactively.
Compliance guardian: You ensure H&S, building control, and legal requirements met.
Evidence custodian: You verify quality through documentation at every stage.
See Your Complete BuildROI Performance Pack
This isn't just a timesheet — it's your professional proof. Every metric shows you're not just doing the job — you're excelling at it. Use this pack to prove competence through verified performance.
View the PM Performance Pack →