Pre-Construction

Purpose: Pre-Construction is the process we go through to ensure we are working on the right projects with the right clients at the right price.

Assessment

  1. Receive a call or text from a client. All client communication should be immediate and friendly.

  2. Collect their information: Ask them: What do you need done? When do you need it done? What’s your name, phone number, email & address? Add the client’s name, description, phone number, email and address to Monday.

  3. Schedule the assessment. Schedule an hour, label it “‘Client Name’ - Assessment,” add the address and project link in the calendar description.

  4. Arrive at the Assessment. Arrive on time and greet the client in a professional and friendly manner. Listen to what they want and address any issues with them.

  5. Draw a sketch. Draw a quick sketch of the project and take measurements of it.

  6. Take and upload photos. Take photos, upload a picture of the sketch and photos and a detailed description in Monday.

  7. Close out the Assessment. Let them know you’ll get a bid back to them within 48 hours.

  8. Schedule the Bid. Schedule an hour within the next 48 hours to complete the bid.

Estimate

  1. Review and sequence the project. Review the notes and photos in Monday and sequence out the project (illustrated above).

  2. Create the Estimate. Log into Quickbooks, go to the Estimate tab and click Create Estimate.

  3. Add the client. Add the client’s name, phone number, email and address.

  4. Add the expiration date. Add the estimate date and the expiration date 30 days out.

  5. Add the PO#. Add the PO# from Monday Project PO.

  6. Add the services. Select the services and descriptions in order, and calculate the quantities needed.

  7. Add the Deposit. Add the deposit request of 50%.

  8. Click Review and send. Click Review and Send. Review the email and send the Estimate.

Ordering

  1. Arrive on time. Greet the client in a professional and friendly manner.

  2. Assess the project. Listen to what they want and address any issues with them.

  3. Draw a sketch. Draw a quick sketch of the project and take measurements of it.

  4. Take photos. Take photos of the project.

  5. Close out the Assessment. Let them know you’ll get a bid back to them within 48 hours.

  6. Upload the photos. Immediately upload the sketch of measurements, pictures and a detailed description in Monday.

  7. Schedule the bid. Schedule an hour within the next 48 hours to complete the Bid.

Permits and Approvals

  1. Complete the permit application. Go to the municipality website, print the building permit application, fill it out and send it in.

  2. Obtain the building permit. Pay the fee and obtain the building permit. Upload a photo of the building permit to Monday.

  3. Place the permit. Place the permit in a visible location at the job site (front window, etc).

  4. Schedule the necessary inspection. Schedule the necessary inspections and get approvals (green stickers).

    1. Site inspections (before the issue of the permit).

    2. Footing forms (before concrete)

    3. Foundation walls (after forms are removed, but before backfill)

    4. Rough-in framing

    5. Sanitation

    6. Rough-in plumbing, electrical, and mechanical (separate permits).

    7. Rough-in insulation (after insulation is added, but before drywall).

    8. Final inspection for Certificate of Occupancy

  5. Upload all approvals. As each stage is approved, upload a photo to Monday.

Scheduling

  1. Arrive on time. Greet the client in a professional and friendly manner.

  2. Assess the project. Listen to what they want and address any issues with them.

  3. Draw a sketch. Draw a quick sketch of the project and take measurements of it.

  4. Take photos. Take photos of the project.

  5. Close out the Assessment. Let them know you’ll get a bid back to them within 48 hours.

  6. Upload the photos. Immediately upload the sketch of measurements, pictures and a detailed description in Monday.

  7. Schedule the bid. Schedule an hour within the next 48 hours to complete the Bid.