Example Resources That Save You Time and Money

Identify which customers are a fit and align with your business.

Get paid for the work you and team perform getting the customer to contract.

Communicate clearly what you will perform for your customers on their projects. Use as an exhibit to your contract.

Manage and track allowances and selections to ensure accurate ordering and staging of materials on projects.

Ensure your trade partners align with your business and understand your expectations for on site performance, billing, and communication. 

Manage team and client expectations with this form prior to start of construction.

Walk through the project with your client after all rough ins have been performed to ensure they are satisfied with installations prior to cover up. 

Manage multiple projects and team members with this White Board sample