Quality Control SOP

Purpose. How Summit verifies the work before the customer is asked to sign off and pay. QC is Pete Sandoval's domain, but the first line of defense is the crew lead's own inspection. The goal is simple: the customer's walkthrough should never be the first inspection the job gets.

Trigger. Crew lead reports the job substantially complete, or a remodel reaches a progress-billing milestone that requires verification.

Timing. Crew-lead self-inspection same day as completion. Pete's QC review within 2 business days. Walkthrough booked within the same week wherever the customer's schedule allows. Remodels: the final 10% is invoiced only after walkthrough sign-off, so QC speed directly affects cash flow.

Steps

1. Crew-lead self-inspection. (Owner: crew lead. Timing: before leaving the "finished" site.) Walk the job against the scope summary and the promises list from Project Handoff SOP. Shoot the final CompanyCam photo set: every elevation, every detail area (flashing, penetrations, gutter terminations; for remodels, every finished surface and fixture). Site cleanliness counts: magnet-sweep for nails on every roofing job, debris hauled, materials staged for pickup.
2. Build the punch list. (Owner: crew lead.) Anything incomplete, damaged, or below standard goes on a written punch list in the Google Drive job folder, however small. An honest punch list from the crew beats the same list discovered by the customer.
3. Pete's QC review. (Owner: Pete. Timing: within 2 business days.) Photo review in CompanyCam for every job; on-site inspection for all remodels, all insurance restoration work, any job over roughly $20k, any job with a mid-project complaint, and spot-checks on the rest. Pete checks the work against scope, the promises list, and the photo record from each stage milestone.
4. Clear the punch list. (Owner: crew lead, scheduled by Pete.) Punch items are cleared before the walkthrough is booked, not promised for "after." Each cleared item gets an after-photo in CompanyCam.
5. Book the walkthrough. (Owner: Rosa, per the completion notice in Customer Update SOP.) For roofing and exterior work, the walkthrough can be photo-supported if the customer prefers; remodels always get an in-person walkthrough with Pete or the crew lead.
6. Run the walkthrough. (Owner: Pete or crew lead.) Walk the scope line by line with the customer. Demonstrate anything operable (windows, fixtures, appliances on remodels). Capture any customer-raised items on the spot; either fix trivially now, add to a final punch round with a committed date, or explain clearly why it is outside scope. Do not sign off with open ambiguity.
7. Sign-off and final billing. (Owner: Pete collects sign-off; Rosa invoices.) Signed walkthrough form goes in the Google Drive job folder. Rosa issues the final invoice in QuickBooks (final 10% for remodels) and starts the closeout message from Customer Update SOP.
8. Log QC findings. (Owner: Pete. Timing: monthly roll-up.) Recurring punch-list items by crew and by job type feed the ops meeting and Common Mistakes. QC is a feedback loop, not just a gate.

Standards notes

• Workmanship warranty terms are stated in the signed estimate. Crews and office staff describe warranty coverage by pointing to that document, never from memory. Warranty handling is not yet unified across service lines; that gap is tracked in Knowledge Gaps Report.
• Field photo standards are in final review with Pete. Until published, the working rule from Crew Dispatch SOP applies: shoot anything you would want proof of later.
• A failed QC review is not a punishment event; a hidden failure discovered by the customer is. Pete measures crews on punch-list honesty as much as punch-list length.

Related

• Project Handoff SOP
• Crew Dispatch SOP
• Customer Update SOP
• Complaint Escalation SOP
• Knowledge Gaps Report