Project Details

Client John Smith
Type Residential
Occupation Status Occupied
Size Estimate 1,000 sqft
Start Date Not Set
End Date Not Set
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RFPs at a Glance

X/X Trades Returned of Sent

Trade Name View
Trade Name View
Trade Name View
Trade Name View
Trade Name View
*Items with a blue check have at least one returned RFP.

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