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PLUMBING-BUSINESS-MANAGEMENT5 MIN READ

RACI the Estimate-to-Invoice Chain

Create a RACI map for the estimate-to-invoice workflow.

You need to clarify who owns the change-order evidence in a commercial plumbing estimate-to-invoice workflow. One accountable owner per deliverable, with responsible contributors and consulted experts named separately. The common trap is saying 'the team owns it.' That sounds collaborative but leaves no one responsible for making the invoice-ready evidence exist. Step 1 Name the deliverable: approved change-order evidence with photos, scope note, price, and customer authorization. RACI starts with a concrete output, not a department. Step 2 Assign Accountable: project manager owns whether the evidence is complete before invoice review. Accountable is the person answerable for the result. Step…

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