Construction field guide
How to record a verbal site instruction before the context disappears
A phone call or site conversation may solve the immediate problem. The record should be created as soon as practical afterwards, using the contract and project procedure that applies.
Last reviewed: 21 July 2026
Reviewed by Dallas, Founder of ConvoeWrite the direction down promptly
Record the instruction while the wording, location and people involved are still fresh. Make it clear that the note is a record of a verbal direction rather than pretending the instruction was originally written.
Separate the instruction from the commercial question
State the work requested in plain language. Flag possible cost, time or contractual implications for the responsible person instead of hiding them inside the instruction text.
Confirm responsibility and follow-up
A useful operational record shows who owns the next action and when it is required. In Convoe today, that part can be handled as a human-confirmed task.
Keep the project procedure in control
A chat message or task does not replace a contractual notice. Follow the required instruction, variation and approval process for the project.
One site is enough to start
Start with one project. See what your team stops losing.
The crew can keep working in conversation while confirmed tasks, owners, dates and status become visible.