Back to Grant file, right the first time

What is missing, and how to get it

This example shows a document that the What is missing magik would produce. The lab does not exist yet: Mojo builds it the moment you click, with your hours, your prices and your tone. What you read below was invented for this page.

SPECGrant file, right the first time › What is missingExample

What is missing, and how to get it

Two blockers on the Ferrand file

Both are the reasons files come back three weeks later, and both are fixable this week.

1. The 2025 tax notice

Missing. The client has it, they think they sent it, they sent the 2024 one. Ask for the page carrying the reference number, not the whole document, and say which year in the message. A file refused for a wrong year is refused in full.

2. The RGE number on the quote

The quote carries the logo and not the number. The logo is not the proof. Reissue the quote with the certification number and its validity date in the header, then have the client sign the new one. The signed old quote does not count.

What to check while you are in there

PieceStateWatch
Energy auditPresentValid, done in March
Proof of ownershipPresentDeed, accepted
Bank detailsPresentMust be the client's, not yours

What it costs in time

Twenty minutes to reissue the quote, one message for the notice. Against three weeks and a refiling.

This lab can be yours, with your data where this example stands.

Mojo builds it during the customize session. Certified renovation firms: that is who this one is for.