Projects - Current State

General Project Info

• Phase 1

  • Install Posts

  • Use 3rd Party Service Crew

  • Send PO to 3rd Party

• Phase 2

  • Finish Fence

  • Uses a different crew from Phase 1

    • Internal Crew or 3rd Party

Multi-Home & Single Home Project

• One Project

  • One Parent Sales Order

    • Kits - Includes all the labor, components, etc

    • $0 Parent Sales Invoice

    • WH Shipments

      • Phase 1

      • Phase 2

• One main opportunity

  • Child opportunities for each residence

    • Each Child will have their own

      • Quote

      • Invoice

Change Orders

• Sometimes they will change the quote

• Sometimes they won’t

Payment Terms

• Payment Terms

• Prepayment/1st deposit = 50% of the quote.

  • This becomes the first invoice

  • After 50 days it becomes non refundable

• There are other payment terms

Projects - Future State Recommendations

Reporting Requirements

3rd Party Labor

• Used to calculate the difference between Sub Contractors and Hourly Crew

  • Project

  • 3rd Party Crew

  • Rate/Total Cost

  • Note: Hourly Crew rate comes from a separate payroll system.