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Job 02 · Closeout

// Commercial masonry contractors · Inspection records

Mortar, grout and inspection records, filed by wall and date, with every missing one listed.

Mortar and grout testing records, tried as a free AI proof of concept on copies of 20 to 30 job files you already closed. AI reads your field records and the lab reports and assembles the closeout file: mortar and grout samples and prism tests by wall and date, cold and hot weather logs, special inspection reports, and the walls or dates with no record. Your reviewer, the project manager who knows your closeouts best, compares each draft with the file that went out.

Book a proof-of-concept call30 minutes with Rob
Closed job files
20 to 30
Test results judged by AI
None
Live records touched
None

// The one job

From a pile of reports to a file that answers wall by wall

A masonry job closes out with paper from several directions. Your foreman has daily logs and notes about which wall was grouted and when. The testing agency sends mortar, grout and prism reports. The special inspector and the project inspector send their own. Someone on your side has to pull those together, by wall and by date, so the owner, the general contractor or the design team can see that each wall has what the contract asked for.

For the test, AI reads copies of those records and assembles the closeout file: a table by wall and date with each mortar sample, grout sample, prism set, weather entry and inspection report beside it, and a list of the walls or dates with no record. It doesn't say whether a number is acceptable. Your reviewer compares it, line by line, with the file your team actually turned in.

Field and lab recordsAs they arrive
Sample ID
Date placed
Wall or area
Lab report no.
RecordSourceDate
Made-up example records
Sorted by
wall and date
Closeout fileFor your project manager
Wall
Dates laid and grouted
Reports on file
Missing records
WallRecordOpen item
Made-up example file

// Where it gets hard

Reports arrive by date, and the file has to answer by wall

The sampling plan differs on every job. The 2025 California Building Code's masonry chapter for public schools, state essential services buildings and hospitals, in Section 2105A.3, wants a mortar sample on each of 3 successive working days at the start of work and at least weekly after that, and grout sampled for each mix design, each day it is placed and at least every 5,000 square feet of wall. Massillon's Eastside school asks for tests on each 5,000 square feet and, for each wall construction type, one prism set at 7 days and one at 28 under ASTM C1314, the Standard Test Method for Compressive Strength of Masonry Prisms. The University of Houston's section for multi-story load-bearing work asks for three sets at each age before construction, and SUNY Fredonia's Gregory Hall stair tower section adds a set before work starts. The draft counts what that job's own section requires and shows each record beside it.

Prisms and cores change what has to exist. Under the same California section, mortar and grout tests drop away when prisms are used during construction. DSA's form 103-19 calls for the prism method above a design strength of 2,000 psi and lists core-drilled samples for the laboratory of record unless an exemption applies. Section 2105A.4 sets two cores per building for each 5,000 square feet of wall, taken no sooner than 7 days after grouting, with the agency reporting each core's location, what it saw and which were shear tested. Hospitals under OSHPD 1 and 4 keep at least two cores per 10,000 square feet even when a nondestructive method such as thermography stands in for coring. And the Concrete Masonry Association of California and Nevada notes that no ASTM requirement makes field-sampled mortar meet a strength number, so the draft records a field mortar result as data, with no pass or fail beside it.

Preblended mortar trades tests for paperwork. DSA's PR 20-01, revised July 13, 2023, lets a project under DSA jurisdiction exempt preblended mortar from sampling and testing. Unless a valid evaluation report covers it, the tests are replaced by a certificate of compliance naming the job's DSA application number, mill test reports for cement and lime, and a quality control report dated within 12 months. Every delivery then needs a ticket with a serial number, the truck or silo number for unpackaged mortar, the mortar type and the quantity. The mortar has to meet ASTM C270, the Standard Specification for Mortar for Unit Masonry, and testing can return if its quality looks questionable. The project inspector keeps the approval and tickets in the job file, so dates with preblended mortar and no ticket go on the list.

Weather is a daily record held against a number. DSA's form lists preparation, construction and protection of masonry below 40 degrees or above 90 as a periodic inspection item, which the project inspector may perform if DSA specifically approves. The Concrete Masonry and Hardscapes Association's TEK 03-01C explains the clock: protect grouted masonry if the minimum daily temperature is forecast under 40 in the first 48 hours, and ungrouted work if the mean daily temperature is forecast under 40 in the first 24. Massillon's section bars spreading mortar beds more than 48 inches ahead, or waiting more than a minute to set a unit, above 100 degrees or at 90 with wind over 8 miles per hour, though the same TEK says those two limits are no longer requirements. That is why the draft quotes the section the job was bid under. The Masonry Advisory Council's note for hot, windy days adds mortar used within 2 hours and fog spraying at least 3 times a day until the wall is three days old. The draft shows each day's reading, what was recorded about protection, and the days with neither.

Inspection reports come in their own shapes. Boise's statement of special inspections sets three levels, and observing the preparation of grout and mortar specimens and prisms is not required at Level 1, periodic at Level 2 and continuous at Level 3. DSA files masonry inspection on form 291 from the laboratory or form 292 from an independent inspector. The Ohio School Design Manual adds a water test of the cavity, with no more than 3 veneer courses above flashing before a testing lab representative has watched and photographed it, and Northern Arizona requires an inspection before flashing is covered. SUNY Fredonia holds grout until inspectors have verified the grout spaces and reinforcement, so the file has to show that the inspection came before the pour. Your reviewer will look first at walls with no report, dates that don't line up, prism ages, weather days with no entry and records filed under the wrong wall.

// What you send

Files your team has already closed out

Copies only
Finished jobs only
01

20 to 30 closed job files

Closeout packages as they went out, from more than one testing agency if you have them, with a job that needed retests and one with cold or hot weather days.

02

The field records

Foreman's logs, grout tickets, lift records, temperature and protection notes, and photos. Send them as they are, handwritten pages included.

03

The lab and inspection reports

Mortar, grout, unit and prism reports, core reports where the job had them, and the special inspector's and project inspector's reports.

04

The requirements, then the NDA

Division 04 sections, the statement of special inspections or its equivalent, and any exemption approvals. The NDA comes first, and no one signs in to your job cost system or a lab's portal. A file that has to stay in the building gets rebuilt as a look-alike with your reviewer.

// Before it starts

Settled before any report is copied

The owner writes these down first, including who answers a test question.

Records test termsOwner signs off
Your reviewer
Named by the owner, often the senior project manager on school or hospital work
Success criteria
In writing, for how a record is matched to a wall and date
Test questions
Qualified inspectors and the engineer of record decide every one
Sample
Picked by your reviewer, with a retest and a weather day
Who checks
Your project manager reviews every file
Price
A range for the live job, before day one
NDA
Signed before any report moves

// How it's judged

Each draft next to the file you turned in

Wall by wall
Date by date
On the same 20 to 30 filesThe file your team turned inThe AI draft
Mortar and grout samples matched to wall and dateFilled in from your filesFilled in from your files
Prism sets and their agesFilled in from your filesFilled in from your files
Core reports, where the job required themFilled in from your filesFilled in from your files
Cold and hot weather entriesFilled in from your filesFilled in from your files
Special inspection reports by dateFilled in from your filesFilled in from your files
Delivery tickets for preblended mortarFilled in from your filesFilled in from your files
Walls and dates listed with no recordFilled in from your filesFilled in from your files
Blank until your files run. Each cell waits for your own closeouts to be drafted.Your reviewer marks each row and makes the call.

// After a yes

About 30 days on files that are closing

If your reviewer says yes, new field records and lab reports get the same treatment for about 30 days.

Your project manager reads every file before it goes to a general contractor, owner or design team.

The fixed price is agreed before you sign. Anything after this job is priced on its own, and monthly support begins once a job is running.

// After the records

What might come after

Possibilities, ranked
One at a time
  1. 01

    Wall type takeoffs

    The wall types, elevations and Division 04 sections read into a draft count by wall type for your estimator.

    Next
  2. 02

    Masonry submittal packages

    Mix designs, certificates and unit data matched to each section's submittal list, ahead of the work.

    Then
  3. 03

    Weather and protection notes

    The day's forecast and site notes gathered into a short entry for your foreman to confirm.

    After that

// One hard limit

It never says a test passed, and it never says a wall meets code.

The proof of concept assembles copies of records your team already holds. It never touches your estimating or job cost system, a lab's system or a live record, and it contacts no general contractor, inspector, laboratory or engineer. Every test question goes to qualified inspectors and the engineer of record. Codes, forms and standards are named here to show what a file has to handle, and nothing on this page is legal or engineering advice. Certified payroll is out of scope.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob sets the range on the call from how many masonry jobs you close in a year and how many testing agencies send you reports.

// Questions

Closeout questions from project managers

Will the AI tell us a test passed?
No. It lists what each report says and which wall and date it covers, then marks anything with no report. Whether a result is acceptable is for qualified inspectors and the engineer of record.
Our foremen's logs are handwritten. Can it read them?
Send the pages as they are, photos included. An entry it can't make out is marked unreadable and left blank, and your reviewer checks that page alongside the draft.
How does it tie a lab report to a wall?
From the sample number, date and location written on the report and in your own logs. Where a report gives only a date or a floor, the match is marked uncertain and goes to your reviewer.
Does this change who is allowed to sample or test?
No. Sampling, testing and inspection stay with qualified people. ACI, for one, certifies Masonry Field Testing Technicians, and its job-task analysis covers ASTM C780 for mortar, ASTM C1019 for grout and ASTM C1314 for prisms, along with sampling records.
Does the job have to be in California?
No. California's forms appear on this page because they are public and detailed. Your own specification and statement of special inspections set what each file is checked against.
Rob Eason

Rob Eason, founder

// Book a proof-of-concept call

Bring one closed job file.

A 30-minute call with Rob on your company, your role, how many jobs you close in a year and who sends your lab and inspection reports. Field logs and reports stay with you until the NDA is signed.

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