Requesting plans from clients - yournexthome.com.au/estimate
 

  • How - send clients to yournexthome.com.au/estimate

    • Results go to section monday overview

    • Triggers Colin, Marco & Mario to send answers to Greg

    • Greg calls client to move them forward

  • Why - all docs are stored in one place and easily viewable by all = scalable
     

Capturing tender info from client - yournexthome.com.au/tender-package
 

  • How - send client to yournexthome.com.au/tender-package

    • Explain to them over phone what to do

    • If they don’t fill the form in 2 days - call them and guide them through the process

  • Why it’s important - all docs are stored in one place and easily viewable by all = scalable

  • Output

The material selections sheet - material selections form
 

  • Why it’s important - needed if they don’t have a material schedule

  • Output

    • Current version of PDF looks bad

    • Greg to work with freelancer to update client facing version
       

Ballparks & Tenders from builders - yournexthome.com.au/builder-quote
 

  • Email w/ link to yournexthome.com.au/builder-quote

    • Tell them to read the point & call if they don’t understand

    • Approve/Deny ballpark BY YNH

    • Builder submits full tender on same page

  • Output

  • Why it’s important - All quoting is stored so we can use later on

    • Future potential as valuable data Cordell charge $350/month for theirs

Access builders quotes in Google sheets/excel form - click here

Form for others to submit invoices through - yournexthome.com.au/invoicing

Requesting payment schedule from builders - click here