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

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

  • Collect the client’s information in Monday.

    • What needs to be done?

    • When do they need it done?

    • What’s your name, phone number, email and address?

  • Schedule the Assessment in your calendar with Name - Assessment, address and the project link. 

    • Greet the Client. Arrive on time and greet the client in a professional and friendly manner. Listen to what they want and address any issues with them.

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

    • Take and upload photos to Monday. Take photos, upload a picture of the sketch and photos and a detailed description.

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

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

Estimate

  • Review the project. Review the notes and photos in Monday.

  • Sequence out the Project. Make a copy of the Master Material List, list out all the hours and all the materials

  • Create the Estimate. Log into Wave > Sales and Payments > Estimate > Create Estimate.

  • Add the customer. Add the customer’s name, phone number, email and address.

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

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

  • Add the services. Select the services and descriptions in order and calculate the quantities needed (as shown below).

  • Request a deposit. Request a 50% deposit and check the box “Require customer to pay deposit online before marketing it as accepted”

  • Save and continue. 

  • Approve the draft. Review the estimate and click approve.

  • Send Estimate. Send the estimate to the customer’s email and text them a link to the estimate. 

  • C

  • Receive the deposit. For a card: They will pay the deposit and mark it as accepted. For a check or cash: They will pay the deposit and we will record the deposit and mark it as accepted.

Ordering

  1. Copy the Material List. Make a copy of the Master Material List and save it as “PO # - Material List” under Material Lists.

  2. Delete unneeded sections. Delete any unneeded sections in the Material List.

  3. Select the materials. Select the quantities needed and add any additional materials with links, quantities and pricing. Typically we will purchase 10% extra material (i.e. tile, flooring, etc). The materials in RED are client selections.

  4. Upload to Monday. Upload the link to Monday and pin it to the top.

  5. Order in batches. Order the materials on the phone or online in project batches. Stay ahead of the project phases to avoid delays. Custom materials can take 6-8 weeks! ALWAYS ASK FOR A DISCOUNT.

  6. Receive the materials. Pick up materials or have them delivered. Ensure the materials are stored in a safe, dry place. Check for damage.

Permits and Approvals

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

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

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

  • 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

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

Scheduling

  1. Layout the project schedule. Review the project sequence and lay out the project schedule. Give us about 20% margin.

  2. Review the delivery schedule. Review the delivery of the materials.

  3. Schedule the team and subs. Schedule the team and the subs (i.e. plumbers, electricians, etc) in Google Calendar.

  4. Notify the client. Let the client know the schedule for the project.