Painting Decorating Referral Coordination

---
name: painting-decorating-referral-coordination
description: |
  Refer homeowners, landlords and commercial clients onward and coordinate with other professionals and services.
  TRIGGERS - Use when a painter and decorator needs a referral & coordination for homeowners, landlords and commercial clients in homes, offices and building sites.
category: Painting & Decorating
license: MIT
version: 1.0
---
# Referral & Coordination — Painting & Decorating

Refer homeowners, landlords and commercial clients onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked.
This skill is written for a painter and decorator working with homeowners, landlords and commercial clients in homes, offices and building sites.

## When to use
- You are a painter and decorator preparing, delivering or reviewing this part of your work in homes, offices and building sites.
- You need a defensible, repeatable approach that produces a referral pack and a coordination log with responses tracked.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Substrate | the surface being painted |
| Primer | a preparatory coating improving adhesion and durability |
| Cutting in | painting edges neatly by hand |

## Workflow
1. **Step 1** - Confirm the referral is appropriate: what homeowners, landlords and commercial clients need that sits outside the painter and decorator scope in homes, offices and building sites
2. **Step 2** - Prepare the referral from quotes — relevant history, current status, the specific question being asked
3. **Step 3** - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. **Step 4** - Share incoming findings back into the main record so the plan and job completion times stay joined up
5. **Step 5** - Close the loop with homeowners, landlords and commercial clients: explain what happens next, who owns it, and what to do if things worsen — mindful of falls from height

## Profession-Specific Components
| Component | Details for Painting & Decorating |
|-----------|-------------------------------|
| Core documentation | quotes; surface preparation notes; colour schedules; completion sign-offs |
| Core tools & equipment | sanders; spray equipment; scaffolding and access towers; colour matching tools |
| People involved | homeowners, landlords and commercial clients; the painter and decorator; colleagues and other services in homes, offices and building sites |
| Primary record | quotes — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in homes, offices and building sites] | **Objective:** [What this must achieve] | **Audience:** [homeowners, landlords and commercial clients and other stakeholders]

The finished output is a referral pack and a coordination log with responses tracked, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in quotes.
2. **Short-term:** Complete the workflow steps and record outcomes against job completion times.
3. **Medium-term:** Review results, close actions, and update local procedures in homes, offices and building sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| job completion times | Agree a local target and track the trend | Measured from quotes and reviewed on a set cycle |
| defect callbacks | Agree a local target and track the trend | Measured from quotes and reviewed on a set cycle |
| customer ratings | Agree a local target and track the trend | Measured from quotes and reviewed on a set cycle |
| material cost accuracy | Agree a local target and track the trend | Measured from quotes and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: falls from height.
- Never let this happen: poor preparation causing early failure.
- Never let this happen: lead paint hazards.
- Work only within the competence and authority of a painter and decorator; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to homes, offices and building sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A painter and decorator in homes, offices and building sites applies this workflow for homeowners, landlords and commercial clients: they open
quotes, work through the five steps using sanders, and close by recording
the outcome against job completion times and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)