How to Use Corfix to Protect Your Business from Surprise Deductions
Back charges can wreck your margins, your rep, and your relationships if you’re not ready. They usually show up when another party (often a GC) claims they had to fix something your crew did—or didn’t—do. Whether it’s cleanup, rework, or repair, you need proof to defend yourself.
And that means documentation. Not in a binder. Not buried in a text thread. You need organized, real-time, timestamped records. The side with better records usually wins.
Here’s how to set up a bulletproof back-charge defense using Corfix’s built-in tools.
1. Log Daily Activity from the Field
Tool: Daily Logs + Custom Forms
Who Uses It: Field Leads, Supervisors
How It Helps: Creates a credible timeline of what happened—and when
Encourage your crew to log site activity at the end of every shift. That includes:
- What scope was completed
- Any delays or issues
- Conditions left on site
Use a simple daily log form (you can build it once, reuse it daily), and make sure workers attach photos where relevant. This is your first line of defense when someone claims your team left a mess or didn’t finish a task.
Pro Tip: Forms are instantly shared to the office and organized by project, so there’s no scrambling later to prove what happened.
2. Take Photos. Lots of Them.
Tool: Photo Capture in Forms + Project Gallery
Who Uses It: Anyone on-site
How It Helps: Visual proof of conditions before and after your team was there
Corfix makes it easy to attach photos to forms or tasks—just snap and submit. Use this for:
- “Before and after” shots of work areas
- Equipment or materials installed
- Pre-existing damage
All images are timestamped and stored in the project photo gallery. If someone tries to pin damage on your crew, you’ll have the receipts.
Pro Tip: Encourage “overdocumentation”—more is better. Especially when jobsites are shared between multiple trades.
3. Lock in Sign-Offs at Key Milestones
Tool: Digital Signatures + QR Sign-Offs
Who Uses It: Supervisors, GCs, Clients
How It Helps: Prevents retroactive disputes about scope or quality
Use completion forms to get acknowledgment from a GC or site supervisor when your scope is done. Add a field for digital signature, and hand them a phone or tablet to sign on the spot.
With QR mode, even people without a Corfix account can sign. That signature becomes part of the permanent record.
Pro Tip: This is especially useful for close-out steps like final cleanup, safety handovers, or equipment removals. Signed proof shows the work was accepted when completed.
4. Track Labor and Costs to Stay Transparent
Tool: Time Cards + Punch Clock
Who Uses It: Field Workers, Admins
How It Helps: Creates an audit trail for who was there and what they did
Corfix links every time entry to the project and worker. If there’s a dispute, like a GC claims they cleaned up your mess, you can verify:
- Whether your crew was still on-site
- How much time was logged after your scope ended
- If any follow-up work was assigned to your team
If the back charge looks inflated, you’ll have numbers to check it against.
Pro Tip: Require form completion before punch-out to ensure daily logs and photos are always submitted.
5. Use Tasks to Track Corrective Work
Tool: Project Tasks with Attachments
Who Uses It: Supervisors, PMs
How It Helps: Creates a clean record of any rework or site conditions
If something did go sideways, and your crew was responsible, use Corfix Tasks to assign and track the fix. Attach forms, notes, and photos for transparency. If a charge is valid, you’ll know. If not, you can push back with proof.
TL;DR Summary: Your Back Charge Defense Checklist
- Use daily logs to track what was done and when
- Add before/after photos to every form or task
- Get sign-offs at every major milestone
- Log hours in Corfix for full labor transparency
- Assign corrective work through Tasks with documentation
When you use Corfix consistently, you stay organized and protect your profits. And if a back charge does come your way, you’ll have everything you need to push back (or get reimbursed) without digging through a dozen tools or losing valuable time.
Need help setting up your daily logs or photo workflows?
Contact your CSM or visit the Corfix Guide to get step-by-step setup help.