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Should a QS Be Reviewing Project WhatsApp Messages?
Record Management
6 min read
October 25, 2024

Should a QS Be Reviewing Project WhatsApp Messages?

Should a QS Be Reviewing Project WhatsApp Messages?
William Doyle
William Doyle
CEO at Gather
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The WhatsApp Reality

Let's be honest about how construction projects actually work in 2024. The official communication channels, the contract correspondence, the RFIs through the document management system, they're important. But they're not where most of the real communication happens.

That happens on WhatsApp.

The site manager messages the PM about access issues. The PM replies with instructions. Someone shares a photo of unexpected ground conditions. Decisions get made, instructions get given, and evidence gets created. All in a medium that most commercial teams never see.

What's Actually in Those Messages

When we analysed WhatsApp communications across 20 construction projects, we found a consistent pattern. The messages contained:

  • Verbal instructions confirmed in text: "As discussed, proceed with the revised foundation design"
  • Client admissions: "Yes, we know the drawings were late, just do what you can"
  • Condition evidence: Photos of site conditions with timestamps and context
  • Delay acknowledgments: "Understood the access issue has set you back"
  • Scope clarifications: "That's not in our scope, but we'll do it anyway if you instruct us"

Every one of these has commercial significance. Every one could support or undermine a claim. And most QS teams never see them.

The Commercial Blind Spot

Your QS builds claims from the official record. Correspondence files, meeting minutes, formal instructions. But if the real decisions happened on WhatsApp, they're building on incomplete foundations.

We've seen claims fail because the client produced WhatsApp evidence the contractor didn't know existed. We've seen claims succeed because a single WhatsApp message proved the verbal instruction that the client denied giving.

The question isn't whether WhatsApp communications matter commercially. They do. The question is whether your commercial team has visibility of them.

The Practical Challenges

So why don't QS teams routinely review WhatsApp communications? The challenges are real:

Volume

A typical project generates hundreds of WhatsApp messages daily across multiple group chats. Nobody has time to read them all.

Context

Messages without context are meaningless. "Go ahead" could be an instruction worth £50,000 or agreement to order sandwiches. Understanding requires knowing the conversation thread.

Privacy

Personal phones, personal accounts. Getting access to site team communications raises legitimate privacy concerns.

Organisation

Even if you could access everything, how do you organise it? How do you search it? How do you connect it to the formal record?

A Practical Approach

The solution isn't to have your QS read every WhatsApp message. It's to create systems that surface the commercially significant communications:

1. Escalation Protocols

Train site teams to recognise commercially significant communications and forward them to the commercial team. If someone gives you an instruction, share it. If someone admits something, share it. If you photograph evidence, share it.

2. Daily Diary Integration

Any instruction, discussion, or decision that happens via WhatsApp should be recorded in the daily diary with reference to the message. This creates a searchable record that connects informal communications to the formal project documentation.

3. Weekly Commercial Reviews

Build WhatsApp review into your weekly commercial routines. Ask site managers: "What significant communications happened this week that I need to know about?" Make it a standard agenda item.

4. Screenshot Archives

For genuinely significant messages, screenshot and archive them properly. Include the full conversation thread for context, timestamp visible, and file them with related correspondence.

The Legal Position

It's worth noting that WhatsApp messages are legally discoverable. In any dispute, both parties can be required to produce relevant electronic communications. This cuts both ways.

Messages that support your position are evidence. Messages that undermine your position are also evidence. The commercial team needs to know what's out there, good and bad, so they can build strategies accordingly.

Technology Solutions

Some digital site diary tools now integrate communication capture, creating automatic records of key messages alongside formal documentation. This addresses the organisation challenge by putting informal and formal communications in the same searchable system.

But technology only helps if people use it. The cultural element, training site teams to recognise and share significant communications, remains essential.

What This Means for Your Projects

Your QS probably isn't reviewing WhatsApp messages. They probably should be, at least the commercially significant ones. Not because it's fun, but because that's where critical evidence lives.

The goal isn't comprehensive surveillance. It's commercial visibility. Your QS needs to know about the instructions given, the admissions made, and the evidence captured, regardless of which channel it came through.

Build the systems. Train the habits. Close the blind spot. Your claims recovery will thank you.

Key Takeaways

  • WhatsApp contains instructions, admissions, and evidence that most QS teams never see
  • Claims can fail or succeed based on WhatsApp evidence the commercial team didn't know existed
  • Challenges include volume, context, privacy, and organisation of informal communications
  • Solutions include escalation protocols, diary integration, and weekly commercial reviews
  • WhatsApp messages are legally discoverable in disputes, so visibility cuts both ways

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