View the FREE “Quick-Start” videos in Section 1 to see the features of the Client Management Documents.
View the FREE lessons in Section 2 to understand why this course is important for your construction business.
Tracks: 06. Managing Construction Clients
Categories: 02.2. Managing Risks, 06.2. Client Management
Once you have joined the course, download the Excel-formatted interactive Client Management Documents.
A collection of short videos demonstrating how to use the features of the Client Management Documents to protect your construction company from Client Transaction Risk.
Something extra!! Walk-through forms you can use on your smartphone or tablet as you walk the project with your client. Document your walk-through in real time.
Learn about a major risk for home builders and a system to manage that risk.
Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.
Learn the names and the functions of the Client Management Documents. A 30,000-foot view.
The title says it all…Why a home builder needs a Client Management System.
An introduction to the actual use of the Client Management Documents.
How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the download to your construction business.
Shows how the CONFIRMATION OF INSTRUCTIONS would be used in an actual case. Demonstrates the importance of providing accurate information and tracking the financial impact of changes to construction specifications.
Shows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.
Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.
Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.
Illustrates the importance of completing the information on the RESTART NOTICE to document what actually happened on a project. Contains commentary on how to use the DELAY NOTICE and RESTART NOTICE to protect your construction company if the project becomes contentious.
Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else. Contains a copy of the downloadable file “Client Management Documents” in Resources.