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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.
See what the web-based version of the Client Management System has to offer.
Specification Changes
Notice of Acceptance
Draw Request
Delay Notice
Restart Notice
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.
Why a Client Management System?
11 Videos
Client Transaction Risk
Mutual Responsibilities
First Look At the Documents
Why You Need a Client
Management System
Using the Client Management
Documents
Using the Specification Change
Document
Using the Notice of Acceptance
Using the Draw Request
Using the Delay Notice
Using the Restart Notice
Summary and Final Thoughts
Client Management
9 Videos
Customize the Dashboard
Set Up a Project
Specification Change 1
Specification Change 2
Notice of Acceptance
Draw Request 1
Draw Request 2
Delay Notice
Restart Notice
Client Management Documents
$
3
first month, then $7.99/month
Client Management Documents
$
79
One-Time Payment