[Your company name] · Job # [Number]
Each week a task touches shades in: blue planned, green done, amber on hold. Status: not started, scheduled, in progress, done or on hold.
What’s in it
Thirty rows, starting with a common remodel sequence from contract and permits through rough-ins, finishes and the final walkthrough. Rename or delete what you don’t need.
Enter a start date and the number of workdays. Excel works out the finish date and skips weekends and your days off.
Sixteen week columns shade in from each task’s dates: blue planned, green done, amber on hold, with this week tinted.
Who is doing each task, plus a status drop-down: not started, scheduled, in progress, done or on hold.
Project start and finish, total workdays, tasks done, and a count of tasks past their finish date. Late finish dates turn red.
A landscape grid with Monday-to-Friday boxes for 8 weeks and 20 tasks, to fill in by hand on site.
How to fill it in
FAQ
List the tasks in the order they happen, give each one an owner, a start date and a length in workdays, and note what has to finish before it can start. Add lead times for ordered materials and time for inspections. Then share it and update it every week.
Workdays are easier for crews and subs because weekends and holidays don’t count. The Excel file turns workdays into finish dates and skips weekends and the days off you list. Your contract may state the completion date in calendar days, so check which one it uses.
A bar chart that shows each task as a bar across a calendar, so you can see what overlaps and what comes next. The week-by-week bars in this template are a simple version that updates from your dates.
Print the Schedule tab or save it as a PDF. You can also share a shorter version with only the milestones the client cares about, such as demolition, cabinet delivery and the final walkthrough, and keep the detailed one for your crew.
Update the dates, write the reason in the notes, and tell the client and your subs right away. If a client change causes the delay, put the extra time on a signed change order along with the price.
It’s the plan for when each part of the job happens: every task in order, who does it, when it starts, how long it takes and what has to finish first. It turns the scope into dates the client, crew and subs can work to. In ECHOPS, each project has that schedule built in: tasks, what follows what, the critical path, and templates to start from.
CPM stands for critical path method. A CPM schedule links tasks by what must finish before the next can start, then finds the longest chain of linked tasks: the critical path. Any delay on that path delays the finish date. This template is a simpler week-by-week Gantt chart; on a small job, noting each task’s predecessor in the notes covers much of the same thinking.
A template works well for one job at a time. Once you’re juggling several jobs, crews and subs, keeping every file current gets harder. ECHOPS shows each project manager’s and sub’s week on one schedule, lets clients book estimates online, and sends the driver’s day to chat; see contractor scheduling software. 14-day free trial, no card.
Related
What’s included, what isn’t, and who handles what.
Get the template →Weather, crew, deliveries, work done, issues and photos.
Get the template →Every last item with location, owner, due date and client OK.
Get the template →See all free contractor templates
Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.