Skip to content
Menu
Home
What Other Builders Say
Pro Builder Tools
Builder-BOS for Sponsors
Builder-BOS for Builders
SubManager
ClientManager
SiteSuper
BBOS Estimator
Builder Academy
ProBuilder Toolbox
All Courses
All Memberships
Your Account
My Dashboard
Sign In
Redeem a Voucher
My Courses
My Subscriptions
Cancel Subscription
Update Profile
Order History
Builder Resources.com
About
Log In | Log Out
Back to:
Menu
Home
What Other Builders Say
Pro Builder Tools
Builder-BOS for Sponsors
Builder-BOS for Builders
SubManager
ClientManager
SiteSuper
BBOS Estimator
Builder Academy
ProBuilder Toolbox
All Courses
All Memberships
Your Account
My Dashboard
Sign In
Redeem a Voucher
My Courses
My Subscriptions
Cancel Subscription
Update Profile
Order History
Builder Resources.com
About
Log In | Log Out
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.
Next Lesson
Client Management Documents
DOWNLOAD EXCEL FORM
Once you have joined the course, download the Excel-formatted interactive Client Management Documents.