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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

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Project

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3rd Party Crew

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Rate/Total Cost

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