Put It in Writing: What He Decides Without You
On the list of fires: “the authority sheet”
Module 1 · The Owner Trap · Play 5 of 10
In a hurry? ↓ Do this this week
The problem in one breath
You told your foreman to "use his judgment." Now half his calls surprise you, and the other half still ring your phone anyway. Nobody ever wrote down where his authority stops and yours starts — so every gray area lands right back on you.
Why it happens
Delegating without written limits is not delegating — it is guessing. A good foreman does not want to overstep, so he asks. Or he guesses, gets it wrong, and you eat it. Either way you are back in the loop. "Use your judgment" sounds generous, but it quietly hands the decision back to you the moment it actually matters.
The play
Give each foreman three clear buckets, in writing, with real numbers.
- Split his calls into three buckets, with one foreman at a time.
- He decides alone — no call needed: surprise repairs under a dollar cap, start, stop or tarp on the roof he's standing on, the crew's sequence up there.
- He decides and tells you — the "I'm doing it at 2 — unless you say stop" move from Play 1: repairs above the cap up to a bigger line, a material substitution, moving a crew between jobs. He acts unless you say stop.
- Always yours — never decided without you: anything that changes the price the homeowner signed, any warranty promise, sending someone home or firing them.
- Write the actual numbers, not "reasonable amounts." A real dollar cap, a real range. Vague limits are the same as no limits.
- Start the caps low on purpose. A cap he never hits does nothing. A cap he bumps into about once a week is where trust gets built — and you both learn fast where it really belongs. No idea where to start? Put the alone cap somewhere around $300 to $500, and the tells-you-first band up to a couple thousand. Those are starting points, not rules — start lower than feels right, and raise them on the date.
- Put a raise date on it. Sixty or ninety days out, you sit down and raise the caps he has earned. Trust on a schedule, not on a mood.
- Both sign it; keep a copy in the truck. It is not a contract, it is a clear line. Next gray area, the sheet answers it instead of your phone.
Fill in one sheet per foreman:
AUTHORITY SHEET — Foreman: ______________ Date: ______
HE DECIDES ALONE (no call needed):
- Surprise repairs up to $ __________
- Start / stop / tarp on the roof he's on
- Crew sequence on the roof
- _______________________________________
HE DECIDES AND TELLS ME ("I'm doing it unless you say stop"):
- Surprise repairs from $ ______ up to $ ______
- Material substitutions
- Moving a crew between jobs
- _______________________________________
ALWAYS COMES TO ME (never decided without me):
- Anything that changes the signed contract price
- Any warranty promise to a homeowner
- Sending someone home or firing them
- _______________________________________
Owner: ______________ Foreman: ______________ Raise caps on: ______ (60-90 days)
Do this this week
Fill in one line: the dollar cap your foreman can spend on a surprise repair without calling you. Write the number, tell him, done. Everything else can follow from that one line.
The tool
Opens in Excel, Google Sheets, Numbers or LibreOffice. Grab it on the phone now — it’ll be waiting on the computer at the shop.
authority-sheet.xlsx — a clean, printable authority sheet you fill in and save one per foreman; it flags when a raise date has passed so the review never quietly slips. A Spanish-first version lives on the Spanish cards page for a Spanish-speaking foreman — same sheet, plain jobsite Spanish. See the sheet notes below for how to use and rebuild both.
If your crew is 1099
For a 1099 crew lead this sheet is not a supervision tool — it is a scope-and-contract document, and the wording has to change with it. "Decides alone up to $500" for an employee is delegated authority; for a sub it is a spending and change-order term inside your agreement. Frame the sub's version as what he is authorized to bill or change under the contract, not what you permit him to do as a boss. Keep the language contractual, and have your accountant or lawyer read the sub version before you hand it over — the line between a scope term and bossing a sub around is exactly the line that decides whether he is really a 1099 at all.
M1-05 · Put It in Writing: What He Decides Without You — Roofer MBA, https://roofermba.com/plays/owner-trap/authority-limits
The sheet notesHow the sheet works — the columns and the formulas
The columns, the formulas behind them, and the judgment calls — so you can rebuild it by hand if you ever need to.
What it is
A one-page, fill-in authority sheet — one per foreman. It splits his decisions into three buckets (decides alone, decides and tells you, always comes to you), with real dollar caps you write in, and one raise-the-caps date at the bottom so you actually raise the caps he earns instead of letting it slip. The play carries a plain-text version of the same sheet; this is the clean printable one you save and sign per foreman.
Two files:
authority-sheet.xlsx— English.hoja-de-autoridad.xlsx— the same sheet in plain jobsite Spanish (for a Spanish-speaking foreman).- the Spanish card — a text version of the Spanish sheet you can copy onto paper.
How to use it
- Type the foreman's name and today's date at the top.
- Fill the yellow cells: the dollar cap he can spend alone, the higher cap he can spend and tell you ("I'm doing it unless you say stop"), and any "Other" lines for your shop.
- At the bottom, put a Raise the caps on date (60–90 days out) in the yellow cell. Type it as a date — 10/15/2026, not "in 90 days" — or the sheet can't read it. Once that date passes, the sheet shows REVIEW DUE in red next to it: your cue to sit down and raise the caps he has earned. One date field, one flag — there's nothing else to keep in sync.
- Both sign it. Keep a copy in the truck. Start the caps low; raise them on the date, not on a mood.
The one formula (so you can rebuild it)
- Raise-the-caps flag (cell D26):
=IF(AND(C26<>"",C26<TODAY()),"REVIEW DUE","")(Spanish sheet uses"TOCA REVISAR"). It stays blank until a real date is in C26 and that date is in the past.
Everything else is fill-in text — no other formulas. TODAY() and IF work in old Excel, Numbers, and LibreOffice. If the flag looks blank right after opening, it means the date is empty, still in the future, or was typed as words instead of a date.
Rebuilding / the Spanish variant
Both files are generated from one builder that swaps a labels table (English ↔ Spanish); the layout, the yellow fill-in cells, and the raise-the-caps formula are identical. The Spanish is jobsite Spanish, not a literary translation — capataz (foreman), cuadrilla (crew), lona (tarp), dueño de la casa (homeowner), and "Lo hago si no me dices que pare" for the tells-you-first bucket. Excel keeps function names in English inside the file regardless of language, so the formula is byte-for-byte the same in both sheets.
The one thing
Do this this week
Fill in one line: the dollar cap your foreman can spend on a surprise repair without calling you. Write the number, tell him, done. Everything else can follow from that one line.
Take it with you
One email unlocks this and every other sheet and card on the site. The plays stay free.
Same fire
Every decision waits on you
- M1-01push calls up the ladder
- M1-05the authority sheet — you’re here
- M1-02quit redoing the work
- M2-04bring the fix, not the problem
Fixed this?
When every call routes through you, your phone becomes the company — clearing it is the same fight.
The fire right behind it is usually Buried — forty texts, forgotten orders, late bids.