These documents can help build a better client relationship

Manage CLIENT TRANSACTION RISK with these Templates.
Protect your construction business against the CLIENT FROM HELL.

Quick-Start
Videos

Customize
the Dashboard
Template

Set Up a
Project on the
Dashboard

Specification
Change
Document 1

Specification
Change
Document 2

Notice of
Acceptance

Why You Need These Documents

Control Client
Transaction
Risk

Pre-Define
Mutual
Responsibilities

A First Look
At the
Documents

Why You Need a
Client Management
System

How to Use the Documents
In Your Business

Using the Client
Management
Documents

Using the
Specification
Chnge

Using the
Notice of
Acceptance

Using the
Draw
Request

Using the
Delay Notice

Using the
Restart Notice

Summary and
Final Thoughts

See what the web-based version of the Client Management System has to offer.

Clearly display the effect of each specification change on the initial contract amount.
Show the percentage change in the contract amount for all specification changes to date.
Show the rationale for each line item change.
Show the effect on the schedule for each specification change

Confirm the phase the Buyer is accepting.
Document the concerns the Buyer has on the acceptance walk-through.
Create a document which will accompany and re-enforce the subsequent Draw Request.

Track Milestone payments due.
Track total changes to contract.
Track all payments made by Buyer.
Create a Draw Request that will not be delayed because of lack of clarity.

Document that the project is currently being delayed due to the actions of the Buyer
Provide the specifics reason(s) for the delay.
Provide specific remedies for the delay and the actions the Buyer must take to restart the project.

Document that your construction company has always been ready, willing, and able to complete the project.
Document the remedies taken by the Buyer to restart the project.
Document the effect on the schedule of the delay.
Reset the schedule per the delay.

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