Project Tracker Setup & Maintenance
A single tracker for RFIs, submittals, change orders, and open items.
Open items end up tracked across scattered emails, sticky notes, and whoever remembers the conversation, which means nobody has a single, current view of what's actually outstanding on the job.
We build a tracker structured around your project's real open-item categories — RFIs, submittals, change orders, punch list — populate it from existing records, and keep it current on whatever cadence you set, flagging anything that's gone stale.
What we do
- Structure the tracker around your open-item categories (RFIs, submittals, change orders, punch list)
- Populate the tracker from existing emails, logs, and documents
- Assign status, owner, and due date to each open item
- Update the tracker on the agreed cadence as items close or arise
- Flag stale items that haven't moved in a set period
- Deliver in spreadsheet or lightweight tool format, your choice
What you receive
- A live project tracker, structured by open-item category
- Status and owner assigned to every item
- A flagged stale-item report on request
Typical turnaround
Initial tracker setup typically takes 3 to 5 business days; ongoing maintenance runs on your schedule.
Have a task holding up your project?
Send it to Trailhead. Tell us what you need done and we'll come back with a scope, timeline and price.