Client Experience

Documents your clients see, from the first proposal to the handover. Letter size, with your logo and your numbers.
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  • Manual page 5: the seasonal care calendar, with tasks for each season and all year

    Homeowner Care & Maintenance Manual

    Homeowner Care & Maintenance Manual
    CA$79
  • Punch list on a tablet: each item with room, trade, priority, dates, status, sign-off and flag

    Punch List, Closeout & Handover Pack

    Punch List, Closeout & Handover Pack
    CA$99
  • One-page client list of upcoming decisions with decide-by dates, and where each allowance stands

    Selections & Allowance Tracker

    Selections & Allowance Tracker
    CA$69
  • One-page capability statement: core services, project profile, credentials and selected projects, every detail a fill-in

    Builder Company Profile & Capability Statement

    Builder Company Profile & Capability Statement
    CA$89
  • Proposal page 8: payments, draws, tax and retainage, with a sample 12-draw schedule

    Custom & Cottage Builder Proposal + Welcome Kit

    Custom & Cottage Builder Proposal + Welcome Kit
    CA$149