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Client Management Documents (Premium) (Clone)
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Builder Resources.com
About
Quick-Start
Short videos to get you up and running
As we are constantly upgrading the contents of this course, some reference material in the videos may have changed. If you have questions, contact us at d.anderson@builder-resources.com.
Download Client Management Documents
Customize the Dashboard Template
Set Up a Project on the Dashboard
The Confirmation of Instructions-1
The Confirmation of Instructions-2
The Notice of Acceptance
The Draw Request-1
The Draw Request-2
The Delay Notice
The Restart Notice
The Data Index
Previous Lesson
Bonus: Walk-Through Forms
E-FORMS
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.
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Client Management Documents
DOWNLOAD EXCEL FORM
Once you have joined the course, download the Excel-formatted interactive Client Management Documents.
