Client
John Smith
Type
Residential
Occupation Status
Occupied
Size Estimate
1,000 sqft
Start Date
Not Set
End Date
Not Set
Notes/Description
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Some Notes from Carter Emails
Some Legal Documents we need to place somewhere. Project settings? Global company settings?
- Preconstruction and Budgeting
- Letter of Engagement
- Fixed (GMP)
- Cost Plus - Share savings
- Cost Plus
I don't think we're getting into this yet, but Carter mentions setting up each project with folders. Maybe we could use that as a guideline for a tagging system? Just thinking outloud.
- Programming
- Architectural and Engineering:
- Architect
- Engineer
- Interior Designer Specs
- General Design Inspiration
- Houzz, Pinterest, magazines, etc.
- Change Orders
- Legal
- Lien Waiver
- Materials
- Material Quote
- Purchase Order
- Appliances
- Pay Application
- Project Photos
- Proposal
- Remittance
- RFP
- Subcontractors
- Sub proposals
- Subcontracts
- Permitting
- Notes, Correspondences and Supporting Documents
- Travel Expenses
- Control Samples
- Employee Time
- Punch List