Landscape Construction - Post Job Review
Before you start: This form closes out a completed project. You need the Deal Record ID from HubSpot:
Note: Final Contract Value entered here will become the deal's Amount in HubSpot.
app.hubspot.com/contacts/48835500/deal/{THIS NUMBER}Note: Final Contract Value entered here will become the deal's Amount in HubSpot.
Paste the numeric ID from the deal's URL in HubSpot.
Contract Summary
Total final contract value including change orders. This will update the deal Amount in HubSpot.
Sum of all approved change order amounts.
Executive Dashboard
Number of change orders on this project.
Actual labor hours ÷ budgeted labor hours × 100.
1 = Very Dissatisfied, 10 = Extremely Satisfied.
Original Pre-Job values will be overridden if changed here. Not mandatory unless empty in the current HubSpot record.
Financial Review — Actual Costs
Financial Review — Estimated (Override)
Original Pre-Job values will be overridden if changed here. Not mandatory unless empty in the current HubSpot record.
Explain significant variances, unexpected costs, or margin impacts.
Change Orders & Documentation
List unsigned change orders and status.
List unbilled change orders and amounts.
Select all items that have been completed.
Operations Performance
What went well? What would you do differently?
Rate each factor on a 1–5 scale. 1 = Very Poor, 3 = Acceptable, 5 = Excellent.
Labor Hours Breakdown
Break down labor and PM hours by discipline. "Sold" = hours in the estimate. "Worked" = actual hours on the job.
Finance Handoff
Sign-Offs
Form Submission
