Every fit-out job you have ever run has passed through the same set of stages. You did not call them that, and the borders between them were fuzzy, but the work happened in the same order every time. Giving those stages names is not ceremony. It is how you stop one of them being quietly dropped.
The stages, in the order they actually happen
A fit-out moves through these stages. Each one has a job to do, and a way of telling you it is finished.
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Enquiry
The client asks for something. Your job here is not to price it — it is to understand what they actually want and whether you want the job at all.
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Survey
You go and look. You measure, you photograph, you find out what is already there and what is behind the walls you cannot see. Nothing serious is priced before this happens.
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Design
Drawings, material choices, and the layout are fixed enough that a price and a programme can be built on them. For small jobs this can be a sketch and a material schedule; for large ones it is a full drawing pack.
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BOQ
The bill of quantities turns the design into numbered lines with quantities, units, and rates. This single document becomes the spine for everything that follows.
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Award
The contract is signed, or the purchase order is raised. The job now has money against it and a date it is expected to finish.
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Procurement
Materials are ordered and subcontractors are booked. Long-lead items — joinery, marble, switchgear — are chased first, because they decide the programme.
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Site
The work goes in. Trades are sequenced, progress is measured against the programme, and problems are caught while they are still cheap to fix.
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Snagging
The list of small unfinished or defective items is worked down until the space is genuinely complete, not just “mostly done”.
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Handover
The client takes the space. A signed handover is the line between “still our problem” and “now their building”.
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Defects liability period (DLP)
For a fixed time after handover — often six or twelve months — you remain liable for defects that appear. Retention money is held back against this and released when the period ends clean.
What “moving on” means
A stage is finished when its output exists and has been agreed, not when you are simply tired of it. Survey is done when the measurements and photographs are recorded. Design is done when the drawings are issued and the client has marked them approved. Procurement is done when the orders are placed and acknowledged, not when the supplier has been “chased”.
The trap is moving on without the output. You price without a survey, you order without an approved drawing, you hand over without a cleared snag list. Each shortcut feels like speed. It is actually debt, and it collects interest in the next stage.
Stages overlap, and that is normal
The stages are a checklist of things that must each happen, in a sensible order. They are not a rule that one must be perfectly closed before the next can start. Confusing the two is how jobs either slip behind, or rush ahead into trouble.
The one stage nobody can skip
If there is a single stage that gets skipped and is always regretted, it is the survey. A price built from a phone call and a few photos is a guess, and the bill for the guess arrives later — when the marble does not fit the niche, or the cable route turns out to cross a structural beam, or the lift will not carry the joinery to the floor you priced it for.
The survey is cheap. It is a site visit and a few hours. Rework on site, in front of a waiting client, is not.
What this looks like in Taskity
You will see these stages again as the states a project moves through. A project starts in one state and is pushed forward to the next, and the work inside it — tasks, orders, snag items — is grouped under whatever stage the project is in. The names match the work you already do; the software just makes the current stage visible to the whole team at once.
Check what you learned
1. A client phones on Monday and wants a price "to get going this week." Which stage are they trying to skip, and why is it expensive?
Show the answer
The survey, because you would be pricing conditions you have not seen
The survey is where the job meets the reality of the building — levels, existing services, access for delivery, what is actually behind the walls. A price built without it is a guess dressed up as a quote, and the bill for being wrong arrives in procurement or on site, when it is far more expensive to fix. The other stages matter too, but none of them can rescue a number that was wrong from the first morning.
2. On a real job, which of these best describes how the lifecycle stages behave?
Show the answer
They overlap, with design and procurement often running into site work
A tidy diagram suggests a straight line, but fit-out never is. Long-lead items — joinery, marble, switchgear — must be ordered before the design is fully signed off, or the programme slips by weeks. The stages are a checklist of things that must each happen, not a rule that one must finish before the next can start. Knowing the difference is most of running a job well.
Scored quizzes, progress tracking and certificates live inside Taskity.