The short version. Get the project number and the contractor/owner right at the start. Everything downstream — RFI numbers, submittal logs, notifications — hangs off them.
Fill it out
1
Project name and number
Use the number your company already uses on paperwork. If the GC has their own number for the job, put yours here and keep theirs in the description — one number per field.
2
Contractor and owner
Two different parties. The contractor is who’s building it; the owner is who it belongs to when it’s done. Getting these backwards shows up on every document you send out.
3
Job site
The physical address. This is what drives location fields on forms and tickets, so it’s worth getting right.
4
Project type
5
Dig Alert and Apprentice Required
Two flags with real-world consequences:
- Dig Alert — for jobs where you have to notify before you excavate.
- Apprentice Required — for jobs with apprenticeship requirements, typically public works.
Next
Add your crew
Company membership is not job membership.
Upload the plans
One PDF in, a full sheet index out.