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RESIDENTIAL NEW CUSTOM HOMES PACKAGE – “Unofficial” BUILDERTREND PROJECT MANAGEMENT CRM & ERP SOFTWARE INFRASTRUCTURE DIGITAL TEMPLATES

Purchase Now

Original price was: $5,900.00.Current price is: $1,950.00.

Sales

Efficiently manage and track your sales process with detailed templates and tools designed to streamline communication and close deals faster. These resources help businesses generate more revenue while providing clear visibility into sales performance and opportunities.

Lead Opportunities Lead Activities Lead Proposals Detailed Company Website Contact Us Integration Template (pre-evaluates all leads, client info, project type, & attachments to import directly into your Buildertrend Platform)
Jobs

Centralize job management with customizable documents and templates that simplify project planning and execution. These resources ensure your team stays aligned on goals, timelines, and deliverables, boosting overall efficiency.

Client Info Job Info Property & Project Info
Schedule

Efficiently manage projects with our detailed New Home Gantt Chart schedule template, which incorporates 221 critical path events to ensure smooth and efficient operations. Covering every stage from Pre-Construction (sales, bidding, estimating, and contract signing) to Project Management (trade installations, inspections, QC checklists) and Post-Construction (client walks, closing, and warranty), this tool keeps tasks organized, deadlines met, and teams aligned for a seamless sales, build, and warranty process. Our detailed New Home Gannt Chart schedule template utilizes 221 different critical path events, which include every Pre-Con event (sales, administrative, client meetings, bidding, estimating, client presentation, contract signing events), Project Management events (administrative, client on-site/off-site meetings, trade installations, supplier delivers, in-house & city building inspections, subcontractor pre-work & post-work QC checklists, project manager post-work QC checklists, final punch lists), and Post-Con events (client walks, closing, key deliver, customer satisfaction surveys, warranty) to ensure a smooth & efficient sales/build/warranty process you could want.

Gannt Chart Scheduling Template
Daily Logs

Track daily progress with professionally designed log templates that keep teams accountable and provide critical updates. These tools improve communication not only between team members and stakeholders, minimizing errors and enhancing project transparency, but also keep your client well informed. Detailed Daily Logs are also a critical part of potential dispute resolution and/or arbitration/litigation defense.

Detailed Employee Daily Project Log Templates Detailed Subcontractor Daily Project Log Templates
To-Do's

Stay on top of tasks with actionable to-do lists that prioritize key objectives and improve team coordination. This feature helps businesses maintain focus and achieve goals efficiently. Our To-Do lists are not only standard To-Do lists, but include 72 different To-Do lists that are directly tied into the Gannt Chart Schedule which require each trade at every install or delivery stage, a matching scope of work from their Bid Package which must be followed and completed before & after each phase of installation is completed to help guarantee that all items in thier scope of work was completed and the jobsite is cleaned up and ready for the nect trade to start thier work. These checklists must be completed by the subcontractor first before applying for payment of thier corresponding Purchase Order. Once the subcontractor completes thier completion checklist and signs off, it then triggers a matching checklist for your project manager to go and verify that the trade has completed thier installation 100% and to company standards. The project manager then must sign off, before the trade's purchase order payment request can go to the accounting department for payment approval and payment. This checks and balance ensures your trades are not leaving loose ends before recieving payment, as well as ensures your company project managers are doing thier job and checking on each trade's installation, signing off, and taking personal/professional responsibility that no trade is paid prior to 100% satisfactory completion leaving the company in a vulnarable position. You will find that by utelizing this checklist system, it will not only protect the company from paying a subcontractor prior to satisfactory completion, but also streamline and decrease your project build timeline considerably by not chasing subcontractors to come back and perform punch lists or failing building inspections. Specific Pre-Inspection Building Checklists are also included for every stage (Underground/Foundation, MEPs & Framing, & Final Building & CO Inspections to help ensure you pass your building inspections the FIRST TIME. Internal Admisinstrative To-Do Checklists are also included to efficiently walk you through every stage from Pre-Bid, Sales/Contract Signing, Design, Project Start-Up, Client Involved Meetings & Inspections, Final Walk, & Closing. To-Do Lists Included: .01 - Proposal Meeting .02 - Project Groundbreaking .03 - Stake Out Walk Thru .04 - Project Design/Orientation Meeting .05 - Cabinetry Design Meeting .06 - Final Budget Review 01 - PM Start Up QC Checklist 02 - House Pad - Post Work Checklist 03 - Electrical (In Slab/Rough In Mat'l) - Post Work Checklist 04 - Foundation - Pre Pour Checklist 05 - Foundation Pre Pour PM Checklist 06 - Plumbing Rough In - Post Work Checklist 07 - Foundation - Post Work Checklist 08 - Foundation Inspection Checklist 09 - Framing - Walls - Post Work Checklist 10 - Framing - Decking - Post Work Checklist 11 - Framing - Roof Joists/Rafters - Post Work Checklist 12 - Framing Punch Out - Post Work Checkilist 13 - Framing Stage Walkthrough Checklist 13.1 - Framing Walk Thru 13.2 - Electrical Walk Thru 14 - Fireplace Install - Post Work Checklist 15 - Doors & Windows Set/Blacked In - Post Work Checklist 16 - Siding Install - Post Work Checklist 17 - Heavy Timber - Post Work Checklist 18 - Painting (Boxing/V Groove) - Post Work Checklist 19 - Electrical (Rough-In) - Post Work Checklist 20 - Roof Covering Install - Post Work Checklist 21 - Open Wall PM Checklist 22 - Plumbing Top Out - Post Work Checklist 23 - HVAC Rough In - Post Work Checklist 24 - AV Rough In - Post Work Checklist 25 - V Groove/Bead Board Porch Install - Post Work Checklist 26 - Wall Insulation - Post Work Checklist 27 - Brick Install - Post Work Checklist 28 - Rough Grade - Post Work Checklist 29 - Flat Work Concrete - Post Work Checklist 30 - Drywall Install - Post Work Checklist 31 - Garage Doors - Post Work Checklist 32 - Painting (Exterior Paint) - Post Work Checklist 33 - Final Grade - Post Work Checklist 34 - Gutters - Post Work Checklist 35 - Custom Cabinets - Post Work Checklist 36 - Landscaping - Post Work Checklist 36.5 Interior Trim/Closet Walk Thru 37 - First Trim - Post Work Checklist 38 - Painting (First Paint) - Post Work Checklist 39 - Countertops - Post Work Checklist 40 - HVAC Trim Out/Start Up - Post Work Checklist 41 - Tile Install - Post Work Checklist 42 - Wood Flooring Install - Post Work Checklist 43 - Carpet Install - Post Work Checklist 44 - Second Trim - Post Work Checklist 45 - Electrical (Trim Out) - Post Work Checklist 46 - AV Trim Out - Post Work Checklist 47 - Plumbing Fixture Set - Post Work Checklist 48 - AV Punch Out - Post Work Checklist 49 - Electrical (Punch Out) - Post Work Checklist 50 - Glass and Mirrors - Post Work Checklist 51 - Plumbing Punch Out - Post Work Checklist 52 - Cleaning (Rough) - Post Work Checklist 53 - Painting (Second Paint) - Post Work Checklist 54 - Lock Out/Punch Out - Post Work Checklist 55 - Attic Insulation - Post Work Checklist 56 - PM Presentation QC Checklist - Final 56 - PM QC Checklist - Final 57 - Painting (Touch Up) - Post Work Checklist 58 - Cleaning (Final) - Post Work Checklist 59 - Final Presentation & Warranty Walk 60 - PM QC Pre-Closing List - Final Owner Sign-Off List 60 - Pre-Closing & Delivery of Keys Walk 99 - Block Foundations - Post Work Checklist

Gannt Chart Linked Schedule Trade Pre-Check & Post Check QC Checklists Gannt Chart Linked Schedule Project Manager Post Trade Completion QC Checklists Administrative (Gannt Chart Linked) Employee Task Lists & Checklists (Gannt Chart Linked) Subcontractor Task Lists & Checklists (Gannt Chart Linked) Trade Installation Quality Control Checklists (Gannt Chart Linked) Project Manager Quality Control Inspection Checklists for Every Trade, Installation, & Inspection (Gannt Chart Linked)
Selections

Streamline client selections with templates that clearly document preferences and decisions, ensuring seamless project execution. These tools reduce miscommunication and enhance customer satisfaction.

Material Selections Color Selections
Allowances

Manage project budgets effectively with detailed allowance tracking templates that align with client expectations. These resources help businesses control costs while maintaining transparency with clients.

Project Client Allowances
Specifications

With BUILTECH’s specification templates, you can define clear requirements and standards for any job—be it painting, roofing, or flooring. These NAHB standardized yet customizable tools ensure consistency across projects, smooth collaboration between customers, contractors, and subcontractors, and eliminate the risk of key details slipping through the cracks. These are extremely detailed trade specifications infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection.

Specification Templates
Change Orders

Document and process change orders quickly and accurately with attorney-vetted templates that reduce disputes and delays. These tools ensure smooth project adjustments and maintain client satisfaction. These Change Order templates are infused and legally vetted formatted by our premiere construction attorneys for your contracting success and liability protection. It's time to make sure your Contracts and Change Orders are truly legally binding and will withhold the test of collections, formal arbitration, and litigation.

Client Change Order Templates
Files

BUILTECH provides organized document, photo, and video folder trees tailored for efficient project management across various job types. These systems ensure critical resources—such as roof inspections, tile installation progress, or paint color selections—are accessible to all stakeholders, keeping projects running smoothly while maintaining clear documentation.

Documents - Detailed Document Folder Tree Template - Client, Internal, & Subcontractor Photos - Detailed Photo Folder Tree Template - Client, Internal, & Subcontractor Videos - Detailed Video Folder Tree Template - Client, Internal, & Subcontractor
Messages

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Messages Contractor Messages Subcontractor & Vendor Messages Architect 3rd Party Integration Messages Engineer 3rd Party Integration Messages Designer 3rd Party Integration Messages
Comments

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Comments Contractor Comments Subcontractor & Vendor Integration Comments Architect 3rd Party Integration Comments Engineer 3rd Party Integration Comments Designer 3rd Party Integration Comments
Bid Packages

Create professional bid proposals with templates that showcase expertise and win more projects. These detailed Bid Package resources help businesses stand out and secure contracts efficiently while simultaneously having extremely defined and specific agreed upon Scopes of Work with your Trade Contractors and Suppliers. These extremely detailed trade specification Bid Packages are infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection. The Bid Package templates not only include the NAHB & Industry Standard Scopes of Work but also include Schedule of Values; Payment Terms; Payment Schedule; Specifications, Terms, & Conditions; Insurance Requirements; Quality Control Requirements; & Warranty Requirements. It's time to make sure your Bids, Contracts, and Change Orders are truly legally binding and will withhold the test of formal arbitration or litigation.

Subcontractor Bid Packages - Includes the Following: NAHB & Industry Standard Detailed Trade Scopes of Work Subcontractor/Supplier Specifications, Terms, & Conditions State Builder's Warranty Templates Project Schedule of Values Trade Partner Payment Terms Trade Partner Payment Schedule Trade Partner Quality Control Requirements Subcontractor/Supplier Insurance Requirements Warranty Requirements Legally Binding Language for Liability Protection & Collections Included
RFI's

Greaux Consulting’s RFI templates streamline communication and ensure all project inquiries are documented and resolved efficiently. Whether you’re managing a roofing job, tile installation, or painting project, these tools follow standardized protocols that prevent miscommunication, ensure smooth handoffs, and allow for customized content to address unique project needs.

Subcontractor, Architect, Engineer, Designer etc.
Estimates

Generate precise estimates with tools that align with project scopes and client expectations. These templates reduce the risk of underpricing and ensure profitability.

Client Estimates
Purchase Orders

Streamline procurement with purchase order templates that standardize processes and maintain accurate records and controls. These tools enhance vendor relationships and improve operational efficiency ensuring that you are controlling your budget and profit margins. Includes legally binding language for liability protection.

Subcontractor Purchase Orders Vendor Purchase Orders
Budget

Manage project budgets effectively with tools that track expenses and forecast costs. These resources help clients and businesses stay within financial limits while achieving project budget goals.

Client Budget
Job Costing Budget

Gain insight into project profitability with detailed job costing templates that monitor expenses against budgets. These tools enable businesses to stay within financial limits, identify savings, and improve margins while achieving project budget goals.

Job Costing
Bills

Organize and track bills with templates that ensure timely payments and accurate record-keeping. These tools help businesses avoid late fees and maintain strong vendor relationships.

Client Bills Supplier/Vendor Bills Overhead Bills
Owner Invoices

Streamline client billing with professional invoice templates that simplify the payment process. These resources improve cash flow and enhance client satisfaction. Cost Plus or Turnkey options.

Owner Invoice Templates
Warranties

Provide clients with peace of mind using professionally crafted warranty templates that clearly define terms and conditions. These tools help businesses build trust, reduce liability, and maintain long-term customer relationships you've worked so hard to obtain.

Client Warranties
Surveys

Gain extremely valuable feedback with customizable survey templates designed to assess customer satisfaction and project outcomes. These resources help businesses improve services, strengthen client relationships, and identify opportunities for growth. This custom Client Survey breaks down the entire build process in integral sections from the sales process, bid process, design process, planning phase, groundbreaking and construction phase, client/contractor inspection meetings, closing phase, warranty phase, and overall company performance. Acquire all the needed information to not only evaluate and improve your company's processes and reputation, but it also requires the client to provide great feedback and quotes to be used in future company marketing and website testimonials all in one clean swoop! Don't miss the opportunity to capitalize on all the hard work your team has performed for each client to obtain additional future clients and help market your company.

Client Satisfaction Surveys - Detailed to include every stage of the build process & collect marketing reviews from the client Warranty Surveys Sales Surveys Project Management & Production Surveys

Free Shipping

RENOVATIONS, REMODELS, ADDITIONS, & BUILD-OUT PACKAGE – “Unofficial” BUILDERTREND PROJECT MANAGEMENT CRM & ERP SOFTWARE INFRASTRUCTURE DIGITAL TEMPLATES

Purchase Now

Original price was: $5,900.00.Current price is: $1,950.00.

Sales

Efficiently manage and track your sales process with detailed templates and tools designed to streamline communication and close deals faster. These resources help businesses generate more revenue while providing clear visibility into sales performance and opportunities.

Lead Opportunities Lead Activities Lead Proposals Detailed Company Website Contact Us Integration Template (pre-evaluates all leads, client info, project type, and attachments to import directly into your Buildertrend Platform)
Jobs

Centralize job management with customizable documents and templates that simplify project planning and execution. These resources ensure your team stays aligned on goals, timelines, and deliverables, boosting overall efficiency.

Client Info Job Info Property & Project Info
Schedule

Efficiently manage projects with our detailed New Home Gantt Chart schedule template, which incorporates 221 critical path events to ensure smooth and efficient operations. Covering every stage from Pre-Construction (sales, bidding, estimating, and contract signing) to Project Management (trade installations, inspections, QC checklists) and Post-Construction (client walks, closing, and warranty), this tool keeps tasks organized, deadlines met, and teams aligned for a seamless sales, build, and warranty process. Our detailed New Home Gannt Chart schedule template utilizes 221 different critical path events, which include every Pre-Con event (sales, administrative, client meetings, bidding, estimating, client presentation, contract signing events), Project Management events (administrative, client on-site/off-site meetings, trade installations, supplier delivers, in-house & city building inspections, subcontractor pre-work & post-work QC checklists, project manager post-work QC checklists, final punch lists), and Post-Con events (client walks, closing, key deliver, customer satisfaction surveys, warranty) to ensure a smooth & efficient sales/build/warranty process you could want.

Gannt Chart Scheduling Template
Daily Logs

Track daily progress with professionally designed log templates that keep teams accountable and provide critical updates. These tools improve communication not only between team members and stakeholders, minimizing errors and enhancing project transparency, but also keep your client well informed. Detailed Daily Logs are also a critical part of potential dispute resolution and/or arbitration/litigation defense.

Detailed Employee Daily Project Log Templates Detailed Subcontractor Daily Project Log Templates
To-Do's

Stay on top of tasks with actionable to-do lists that prioritize key objectives and improve team coordination. This feature helps businesses maintain focus and achieve goals efficiently. Our To-Do lists are not only standard To-Do lists, but include 72 different To-Do lists that are directly tied into the Gannt Chart Schedule which require each trade at every install or delivery stage, a matching scope of work from their Bid Package which must be followed and completed before & after each phase of installation is completed to help guarantee that all items in thier scope of work was completed and the jobsite is cleaned up and ready for the nect trade to start thier work. These checklists must be completed by the subcontractor first before applying for payment of thier corresponding Purchase Order. Once the subcontractor completes thier completion checklist and signs off, it then triggers a matching checklist for your project manager to go and verify that the trade has completed thier installation 100% and to company standards. The project manager then must sign off, before the trade's purchase order payment request can go to the accounting department for payment approval and payment. This checks and balance ensures your trades are not leaving loose ends before recieving payment, as well as ensures your company project managers are doing thier job and checking on each trade's installation, signing off, and taking personal/professional responsibility that no trade is paid prior to 100% satisfactory completion leaving the company in a vulnarable position. You will find that by utelizing this checklist system, it will not only protect the company from paying a subcontractor prior to satisfactory completion, but also streamline and decrease your project build timeline considerably by not chasing subcontractors to come back and perform punch lists or failing building inspections. Specific Pre-Inspection Building Checklists are also included for every stage (Underground/Foundation, MEPs & Framing, & Final Building & CO Inspections to help ensure you pass your building inspections the FIRST TIME. Internal Admisinstrative To-Do Checklists are also included to efficiently walk you through every stage from Pre-Bid, Sales/Contract Signing, Design, Project Start-Up, Client Involved Meetings & Inspections, Final Walk, & Closing. To-Do Lists Included: .01 - Proposal Meeting .02 - Project Groundbreaking .03 - Stake Out Walk Thru .04 - Project Design/Orientation Meeting .05 - Cabinetry Design Meeting .06 - Final Budget Review 01 - PM Start Up QC Checklist 02 - House Pad - Post Work Checklist 03 - Electrical (In Slab/Rough In Mat'l) - Post Work Checklist 04 - Foundation - Pre Pour Checklist 05 - Foundation Pre Pour PM Checklist 06 - Plumbing Rough In - Post Work Checklist 07 - Foundation - Post Work Checklist 08 - Foundation Inspection Checklist 09 - Framing - Walls - Post Work Checklist 10 - Framing - Decking - Post Work Checklist 11 - Framing - Roof Joists/Rafters - Post Work Checklist 12 - Framing Punch Out - Post Work Checkilist 13 - Framing Stage Walkthrough Checklist 13.1 - Framing Walk Thru 13.2 - Electrical Walk Thru 14 - Fireplace Install - Post Work Checklist 15 - Doors & Windows Set/Blacked In - Post Work Checklist 16 - Siding Install - Post Work Checklist 17 - Heavy Timber - Post Work Checklist 18 - Painting (Boxing/V Groove) - Post Work Checklist 19 - Electrical (Rough-In) - Post Work Checklist 20 - Roof Covering Install - Post Work Checklist 21 - Open Wall PM Checklist 22 - Plumbing Top Out - Post Work Checklist 23 - HVAC Rough In - Post Work Checklist 24 - AV Rough In - Post Work Checklist 25 - V Groove/Bead Board Porch Install - Post Work Checklist 26 - Wall Insulation - Post Work Checklist 27 - Brick Install - Post Work Checklist 28 - Rough Grade - Post Work Checklist 29 - Flat Work Concrete - Post Work Checklist 30 - Drywall Install - Post Work Checklist 31 - Garage Doors - Post Work Checklist 32 - Painting (Exterior Paint) - Post Work Checklist 33 - Final Grade - Post Work Checklist 34 - Gutters - Post Work Checklist 35 - Custom Cabinets - Post Work Checklist 36 - Landscaping - Post Work Checklist 36.5 Interior Trim/Closet Walk Thru 37 - First Trim - Post Work Checklist 38 - Painting (First Paint) - Post Work Checklist 39 - Countertops - Post Work Checklist 40 - HVAC Trim Out/Start Up - Post Work Checklist 41 - Tile Install - Post Work Checklist 42 - Wood Flooring Install - Post Work Checklist 43 - Carpet Install - Post Work Checklist 44 - Second Trim - Post Work Checklist 45 - Electrical (Trim Out) - Post Work Checklist 46 - AV Trim Out - Post Work Checklist 47 - Plumbing Fixture Set - Post Work Checklist 48 - AV Punch Out - Post Work Checklist 49 - Electrical (Punch Out) - Post Work Checklist 50 - Glass and Mirrors - Post Work Checklist 51 - Plumbing Punch Out - Post Work Checklist 52 - Cleaning (Rough) - Post Work Checklist 53 - Painting (Second Paint) - Post Work Checklist 54 - Lock Out/Punch Out - Post Work Checklist 55 - Attic Insulation - Post Work Checklist 56 - PM Presentation QC Checklist - Final 56 - PM QC Checklist - Final 57 - Painting (Touch Up) - Post Work Checklist 58 - Cleaning (Final) - Post Work Checklist 59 - Final Presentation & Warranty Walk 60 - PM QC Pre-Closing List - Final Owner Sign-Off List 60 - Pre-Closing & Delivery of Keys Walk 99 - Block Foundations - Post Work Checklist

Gannt Chart Linked Schedule Trade Pre-Check & Post Check QC Checklists Gannt Chart Linked Schedule Project Manager Post Trade Completion QC Checklists Administrative (Gannt Chart Linked) Employee Task Lists & Checklists (Gannt Chart Linked) Subcontractor Task Lists & Checklists (Gannt Chart Linked) Trade Installation Quality Control Checklists (Gannt Chart Linked) Project Manager Quality Control Inspection Checklists for Every Trade, Installation, & Inspection (Gannt Chart Linked)
Selections

Streamline client selections with templates that clearly document preferences and decisions, ensuring seamless project execution. These tools reduce miscommunication and enhance customer satisfaction.

Material Selections Color Selections
Allowances

Manage project budgets effectively with detailed allowance tracking templates that align with client expectations. These resources help businesses control costs while maintaining transparency with clients.

Project Client Allowances
Specifications

With BUILTECH’s specification templates, you can define clear requirements and standards for any job—be it painting, roofing, or flooring. These NAHB standardized yet customizable tools ensure consistency across projects, smooth collaboration between customers, contractors, and subcontractors, and eliminate the risk of key details slipping through the cracks. These are extremely detailed trade specifications infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection.

Specification Templates
Change Orders

Document and process change orders quickly and accurately with attorney-vetted templates that reduce disputes and delays. These tools ensure smooth project adjustments and maintain client satisfaction. These Change Order templates are infused and legally vetted formatted by our premiere construction attorneys for your contracting success and liability protection. It's time to make sure your Contracts and Change Orders are truly legally binding and will withhold the test of collections, formal arbitration, and litigation.

Client Change Order Templates
Files

BUILTECH provides organized document, photo, and video folder trees tailored for efficient project management across various job types. These systems ensure critical resources—such as roof inspections, tile installation progress, or paint color selections—are accessible to all stakeholders, keeping projects running smoothly while maintaining clear documentation.

Documents - Detailed Document Folder Tree Template Photos - Detailed Photo Folder Tree Template - Client, Internal, & Subcontractor Videos - Detailed Video Folder Tree Template - Client, Internal, & Subcontractor
Messages

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Messages Contractor Messages Subcontractor & Vendor Messages Architect 3rd Party Integration Messages Engineer 3rd Party Integration Messages Designer 3rd Party Integration Messages
Comments

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Comments Contractor Comments Subcontractor & Vendor Integration Comments Architect 3rd Party Integration Comments Engineer 3rd Party Integration Comments Designer 3rd Party Integration Comments
Bid Packages

Create professional bid proposals with templates that showcase expertise and win more projects. These detailed Bid Package resources help businesses stand out and secure contracts efficiently while simultaneously having extremely defined and specific agreed upon Scopes of Work with your Trade Contractors and Suppliers. These extremely detailed trade specification Bid Packages are infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection. The Bid Package templates not only include the NAHB & Industry Standard Scopes of Work but also include Schedule of Values; Payment Terms; Payment Schedule; Specifications, Terms, & Conditions; Insurance Requirements; Quality Control Requirements; & Warranty Requirements. It's time to make sure your Bids, Contracts, and Change Orders are truly legally binding and will withhold the test of formal arbitration or litigation.

Subcontractor Bid Packages - Includes the Following: NAHB & Industry Standard Detailed Trade Scopes of Work Subcontractor/Supplier Specifications, Terms, & Conditions State Builder's Warranty Templates Project Schedule of Values Trade Partner Payment Terms Trade Partner Payment Schedule Trade Partner Quality Control Requirements Subcontractor/Supplier Insurance Requirements Warranty Requirements Legally Binding Language for Liability Protection & Collections Included
RFI's

Greaux Consulting’s RFI templates streamline communication and ensure all project inquiries are documented and resolved efficiently. Whether you’re managing a roofing job, tile installation, or painting project, these tools follow standardized protocols that prevent miscommunication, ensure smooth handoffs, and allow for customized content to address unique project needs.

Subcontractor, Architect, Engineer, Designer etc.
Estimates

Generate precise estimates with tools that align with project scopes and client expectations. These templates reduce the risk of underpricing and ensure profitability.

Client Estimates
Purchase Orders

Streamline procurement with purchase order templates that standardize processes and maintain accurate records and controls. These tools enhance vendor relationships and improve operational efficiency ensuring that you are controlling your budget and profit margins. Includes legally binding language for liability protection.

Subcontractor Purchase Orders Vendor Purchase Orders
Budget

Manage project budgets effectively with tools that track expenses and forecast costs. These resources help clients and businesses stay within financial limits while achieving project budget goals.

Client Budget
Job Costing Budget

Gain insight into project profitability with detailed job costing templates that monitor expenses against budgets. These tools enable businesses to stay within financial limits, identify savings, and improve margins while achieving project budget goals.

Job Costing
Bills

Organize and track bills with templates that ensure timely payments and accurate record-keeping. These tools help businesses avoid late fees and maintain strong vendor relationships.

Client Bills Supplier/Vendor Bills Overhead Bills
Owner Invoices

Streamline client billing with professional invoice templates that simplify the payment process. These resources improve cash flow and enhance client satisfaction. Cost Plus or Turnkey options.

Owner Invoice Templates
Warranties

Provide clients with peace of mind using professionally crafted warranty templates that clearly define terms and conditions. These tools help businesses build trust, reduce liability, and maintain long-term customer relationships you've worked so hard to obtain.

Client Warranties
Surveys

Gain extremely valuable feedback with customizable survey templates designed to assess customer satisfaction and project outcomes. These resources help businesses improve services, strengthen client relationships, and identify opportunities for growth. This custom Client Survey breaks down the entire build process in integral sections from the sales process, bid process, design process, planning phase, groundbreaking and construction phase, client/contractor inspection meetings, closing phase, warranty phase, and overall company performance. Acquire all the needed information to not only evaluate and improve your company's processes and reputation, but it also requires the client to provide great feedback and quotes to be used in future company marketing and website testimonials all in one clean swoop! Don't miss the opportunity to capitalize on all the hard work your team has performed for each client to obtain additional future clients and help market your company.

Client Satisfaction Surveys - Detailed to include every stage of the build process & collect marketing reviews from the client Warranty Surveys Sales Surveys Project Management & Production Surveys

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	Start-up $19	Business  $25	Professional  $55	Professional w/eCommerce  $125
Users	Unlimited	Unlimited	Unlimited	Unlimited
Accounting
Projects & Time Tracking
Reports
Sales
Purchase
Sales Tax
Inventory
Cloud Commerce
5-Star Support
Document Storage	2 GB Document Storage	2 GB Document Storage	2 GB Document Storage	2 GB Document Storage
Track Assets
Expense Reporting
Training Academy
Cloud Payables
Add Payroll
Invite Accountant
Create Quotes & Convert to Orders
Workspace
Extensions & Customizations
Security
Universal Report
Setup Wizard
Data Import Tool & Conversions
Test Company
Quick Create Menu & Multiple Tabs

Greaux Consulting Client Testimonial Videos

Business Consulting, Customized Buildertrend Project Management Software Infrastructure Setup & Development, & Executive Coaching

Premier residential custom home builder seeks help from Greaux Consulting to fully develop internal SOPs, processes, & systems in order to automate & grow his company to the next level. $4-$5MM GAR builder engages Greaux Consultants at every level, inside & out, & increases revenues x’s three in just nine short months to over $14MM GAR while implementing Greaux’s custom-tailored processes & systems both internally & externally throughout the company, integrating highly detailed project management software templates built by Greaux, & following a well-planned path forward while also utilizing Greaux’s annual Executive Coaching Program.

https://www.GreauxConsulting.com/

Nationwide General Contracting Start-Up Company

D Fields Construction & Environmental Services of FL President, Daniel H., discusses how impactful and instrumental Greaux Consulting’s Buildertrend PM Software Template Package has been in their new Nationwide General Contracting start-up company in saving them years of resources, overhead, and major expense, building out their project management system, Buildertrend. Greaux also created and implemented all of DFC’s internal & external Systems, Processes, SOP’s, Contracts/Subcontracts, Accounting Systems, Marketing & Branding Guidelines, & more. D Fields Construction holds a nationwide NASCLA General Contractors’ license and recently launched their Residential/Commercial/Disaster Recovery/Civil/Highway & Bridge General Contracting company already in Louisiana & Florida, with plans to launch in a new additional state every 6-9 months until they are fully nationwide.

https://www.GreauxConsulting.com/

Food & Beverage – Restaurateur Seeks Help

“Our restaurant was struggling to increase profitability and streamline operations when we decided to seek the expertise of a business consultant. Working with Greaux Consulting was a game-changer for us. Their insightful analysis of our operations and strategic recommendations not only helped us cut unnecessary costs but also significantly improved our efficiency. With their guidance, we were able to cut costs & implement changes that boosted our revenue and enhanced our overall customer experience. We couldn’t be happier with the results and highly recommend Greaux Consulting to any restaurant looking to thrive in a competitive market.” – Pete J. (3/2022)

https://www.GreauxConsulting.com/

Modro & Company Builders, Inc.

Southern California luxury residential custom home builder & commercial contractor seeks help from Greaux Consulting to fully develop internal SOPs, processes, & project management systems in order to automate & scale his company throughout the Greater Los Angeles & Orange County area & also into the Utah ski resort communities. After launching at $2-$3MM GAR, Modro & Co. engages Greaux Consultants at every level, inside & out, & increases revenues x’s three in just nine short months to over $14MM GAR while implementing Greaux’s custom-tailored processes & systems both internally & externally throughout the company’s infrastructure, integrating highly detailed project management software templates & business solutions built by Greaux, & following a well-planned path forward while also utilizing Greaux’s annual Executive Coaching Program. Year one to finish with $13MM GAR & already forecasting $20MM+ in year two.

https://www.ModroInc.com/ https://www.GreauxConsulting.com/

other products

Free Shipping

RESIDENTIAL NEW CUSTOM HOMES PACKAGE – “Unofficial” BUILDERTREND PROJECT MANAGEMENT CRM & ERP SOFTWARE INFRASTRUCTURE DIGITAL TEMPLATES

Purchase Now

Original price was: $5,900.00.Current price is: $1,950.00.

Sales

Efficiently manage and track your sales process with detailed templates and tools designed to streamline communication and close deals faster. These resources help businesses generate more revenue while providing clear visibility into sales performance and opportunities.

Lead Opportunities Lead Activities Lead Proposals Detailed Company Website Contact Us Integration Template (pre-evaluates all leads, client info, project type, & attachments to import directly into your Buildertrend Platform)
Jobs

Centralize job management with customizable documents and templates that simplify project planning and execution. These resources ensure your team stays aligned on goals, timelines, and deliverables, boosting overall efficiency.

Client Info Job Info Property & Project Info
Schedule

Efficiently manage projects with our detailed New Home Gantt Chart schedule template, which incorporates 221 critical path events to ensure smooth and efficient operations. Covering every stage from Pre-Construction (sales, bidding, estimating, and contract signing) to Project Management (trade installations, inspections, QC checklists) and Post-Construction (client walks, closing, and warranty), this tool keeps tasks organized, deadlines met, and teams aligned for a seamless sales, build, and warranty process. Our detailed New Home Gannt Chart schedule template utilizes 221 different critical path events, which include every Pre-Con event (sales, administrative, client meetings, bidding, estimating, client presentation, contract signing events), Project Management events (administrative, client on-site/off-site meetings, trade installations, supplier delivers, in-house & city building inspections, subcontractor pre-work & post-work QC checklists, project manager post-work QC checklists, final punch lists), and Post-Con events (client walks, closing, key deliver, customer satisfaction surveys, warranty) to ensure a smooth & efficient sales/build/warranty process you could want.

Gannt Chart Scheduling Template
Daily Logs

Track daily progress with professionally designed log templates that keep teams accountable and provide critical updates. These tools improve communication not only between team members and stakeholders, minimizing errors and enhancing project transparency, but also keep your client well informed. Detailed Daily Logs are also a critical part of potential dispute resolution and/or arbitration/litigation defense.

Detailed Employee Daily Project Log Templates Detailed Subcontractor Daily Project Log Templates
To-Do's

Stay on top of tasks with actionable to-do lists that prioritize key objectives and improve team coordination. This feature helps businesses maintain focus and achieve goals efficiently. Our To-Do lists are not only standard To-Do lists, but include 72 different To-Do lists that are directly tied into the Gannt Chart Schedule which require each trade at every install or delivery stage, a matching scope of work from their Bid Package which must be followed and completed before & after each phase of installation is completed to help guarantee that all items in thier scope of work was completed and the jobsite is cleaned up and ready for the nect trade to start thier work. These checklists must be completed by the subcontractor first before applying for payment of thier corresponding Purchase Order. Once the subcontractor completes thier completion checklist and signs off, it then triggers a matching checklist for your project manager to go and verify that the trade has completed thier installation 100% and to company standards. The project manager then must sign off, before the trade's purchase order payment request can go to the accounting department for payment approval and payment. This checks and balance ensures your trades are not leaving loose ends before recieving payment, as well as ensures your company project managers are doing thier job and checking on each trade's installation, signing off, and taking personal/professional responsibility that no trade is paid prior to 100% satisfactory completion leaving the company in a vulnarable position. You will find that by utelizing this checklist system, it will not only protect the company from paying a subcontractor prior to satisfactory completion, but also streamline and decrease your project build timeline considerably by not chasing subcontractors to come back and perform punch lists or failing building inspections. Specific Pre-Inspection Building Checklists are also included for every stage (Underground/Foundation, MEPs & Framing, & Final Building & CO Inspections to help ensure you pass your building inspections the FIRST TIME. Internal Admisinstrative To-Do Checklists are also included to efficiently walk you through every stage from Pre-Bid, Sales/Contract Signing, Design, Project Start-Up, Client Involved Meetings & Inspections, Final Walk, & Closing. To-Do Lists Included: .01 - Proposal Meeting .02 - Project Groundbreaking .03 - Stake Out Walk Thru .04 - Project Design/Orientation Meeting .05 - Cabinetry Design Meeting .06 - Final Budget Review 01 - PM Start Up QC Checklist 02 - House Pad - Post Work Checklist 03 - Electrical (In Slab/Rough In Mat'l) - Post Work Checklist 04 - Foundation - Pre Pour Checklist 05 - Foundation Pre Pour PM Checklist 06 - Plumbing Rough In - Post Work Checklist 07 - Foundation - Post Work Checklist 08 - Foundation Inspection Checklist 09 - Framing - Walls - Post Work Checklist 10 - Framing - Decking - Post Work Checklist 11 - Framing - Roof Joists/Rafters - Post Work Checklist 12 - Framing Punch Out - Post Work Checkilist 13 - Framing Stage Walkthrough Checklist 13.1 - Framing Walk Thru 13.2 - Electrical Walk Thru 14 - Fireplace Install - Post Work Checklist 15 - Doors & Windows Set/Blacked In - Post Work Checklist 16 - Siding Install - Post Work Checklist 17 - Heavy Timber - Post Work Checklist 18 - Painting (Boxing/V Groove) - Post Work Checklist 19 - Electrical (Rough-In) - Post Work Checklist 20 - Roof Covering Install - Post Work Checklist 21 - Open Wall PM Checklist 22 - Plumbing Top Out - Post Work Checklist 23 - HVAC Rough In - Post Work Checklist 24 - AV Rough In - Post Work Checklist 25 - V Groove/Bead Board Porch Install - Post Work Checklist 26 - Wall Insulation - Post Work Checklist 27 - Brick Install - Post Work Checklist 28 - Rough Grade - Post Work Checklist 29 - Flat Work Concrete - Post Work Checklist 30 - Drywall Install - Post Work Checklist 31 - Garage Doors - Post Work Checklist 32 - Painting (Exterior Paint) - Post Work Checklist 33 - Final Grade - Post Work Checklist 34 - Gutters - Post Work Checklist 35 - Custom Cabinets - Post Work Checklist 36 - Landscaping - Post Work Checklist 36.5 Interior Trim/Closet Walk Thru 37 - First Trim - Post Work Checklist 38 - Painting (First Paint) - Post Work Checklist 39 - Countertops - Post Work Checklist 40 - HVAC Trim Out/Start Up - Post Work Checklist 41 - Tile Install - Post Work Checklist 42 - Wood Flooring Install - Post Work Checklist 43 - Carpet Install - Post Work Checklist 44 - Second Trim - Post Work Checklist 45 - Electrical (Trim Out) - Post Work Checklist 46 - AV Trim Out - Post Work Checklist 47 - Plumbing Fixture Set - Post Work Checklist 48 - AV Punch Out - Post Work Checklist 49 - Electrical (Punch Out) - Post Work Checklist 50 - Glass and Mirrors - Post Work Checklist 51 - Plumbing Punch Out - Post Work Checklist 52 - Cleaning (Rough) - Post Work Checklist 53 - Painting (Second Paint) - Post Work Checklist 54 - Lock Out/Punch Out - Post Work Checklist 55 - Attic Insulation - Post Work Checklist 56 - PM Presentation QC Checklist - Final 56 - PM QC Checklist - Final 57 - Painting (Touch Up) - Post Work Checklist 58 - Cleaning (Final) - Post Work Checklist 59 - Final Presentation & Warranty Walk 60 - PM QC Pre-Closing List - Final Owner Sign-Off List 60 - Pre-Closing & Delivery of Keys Walk 99 - Block Foundations - Post Work Checklist

Gannt Chart Linked Schedule Trade Pre-Check & Post Check QC Checklists Gannt Chart Linked Schedule Project Manager Post Trade Completion QC Checklists Administrative (Gannt Chart Linked) Employee Task Lists & Checklists (Gannt Chart Linked) Subcontractor Task Lists & Checklists (Gannt Chart Linked) Trade Installation Quality Control Checklists (Gannt Chart Linked) Project Manager Quality Control Inspection Checklists for Every Trade, Installation, & Inspection (Gannt Chart Linked)
Selections

Streamline client selections with templates that clearly document preferences and decisions, ensuring seamless project execution. These tools reduce miscommunication and enhance customer satisfaction.

Material Selections Color Selections
Allowances

Manage project budgets effectively with detailed allowance tracking templates that align with client expectations. These resources help businesses control costs while maintaining transparency with clients.

Project Client Allowances
Specifications

With BUILTECH’s specification templates, you can define clear requirements and standards for any job—be it painting, roofing, or flooring. These NAHB standardized yet customizable tools ensure consistency across projects, smooth collaboration between customers, contractors, and subcontractors, and eliminate the risk of key details slipping through the cracks. These are extremely detailed trade specifications infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection.

Specification Templates
Change Orders

Document and process change orders quickly and accurately with attorney-vetted templates that reduce disputes and delays. These tools ensure smooth project adjustments and maintain client satisfaction. These Change Order templates are infused and legally vetted formatted by our premiere construction attorneys for your contracting success and liability protection. It's time to make sure your Contracts and Change Orders are truly legally binding and will withhold the test of collections, formal arbitration, and litigation.

Client Change Order Templates
Files

BUILTECH provides organized document, photo, and video folder trees tailored for efficient project management across various job types. These systems ensure critical resources—such as roof inspections, tile installation progress, or paint color selections—are accessible to all stakeholders, keeping projects running smoothly while maintaining clear documentation.

Documents - Detailed Document Folder Tree Template - Client, Internal, & Subcontractor Photos - Detailed Photo Folder Tree Template - Client, Internal, & Subcontractor Videos - Detailed Video Folder Tree Template - Client, Internal, & Subcontractor
Messages

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Messages Contractor Messages Subcontractor & Vendor Messages Architect 3rd Party Integration Messages Engineer 3rd Party Integration Messages Designer 3rd Party Integration Messages
Comments

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Comments Contractor Comments Subcontractor & Vendor Integration Comments Architect 3rd Party Integration Comments Engineer 3rd Party Integration Comments Designer 3rd Party Integration Comments
Bid Packages

Create professional bid proposals with templates that showcase expertise and win more projects. These detailed Bid Package resources help businesses stand out and secure contracts efficiently while simultaneously having extremely defined and specific agreed upon Scopes of Work with your Trade Contractors and Suppliers. These extremely detailed trade specification Bid Packages are infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection. The Bid Package templates not only include the NAHB & Industry Standard Scopes of Work but also include Schedule of Values; Payment Terms; Payment Schedule; Specifications, Terms, & Conditions; Insurance Requirements; Quality Control Requirements; & Warranty Requirements. It's time to make sure your Bids, Contracts, and Change Orders are truly legally binding and will withhold the test of formal arbitration or litigation.

Subcontractor Bid Packages - Includes the Following: NAHB & Industry Standard Detailed Trade Scopes of Work Subcontractor/Supplier Specifications, Terms, & Conditions State Builder's Warranty Templates Project Schedule of Values Trade Partner Payment Terms Trade Partner Payment Schedule Trade Partner Quality Control Requirements Subcontractor/Supplier Insurance Requirements Warranty Requirements Legally Binding Language for Liability Protection & Collections Included
RFI's

Greaux Consulting’s RFI templates streamline communication and ensure all project inquiries are documented and resolved efficiently. Whether you’re managing a roofing job, tile installation, or painting project, these tools follow standardized protocols that prevent miscommunication, ensure smooth handoffs, and allow for customized content to address unique project needs.

Subcontractor, Architect, Engineer, Designer etc.
Estimates

Generate precise estimates with tools that align with project scopes and client expectations. These templates reduce the risk of underpricing and ensure profitability.

Client Estimates
Purchase Orders

Streamline procurement with purchase order templates that standardize processes and maintain accurate records and controls. These tools enhance vendor relationships and improve operational efficiency ensuring that you are controlling your budget and profit margins. Includes legally binding language for liability protection.

Subcontractor Purchase Orders Vendor Purchase Orders
Budget

Manage project budgets effectively with tools that track expenses and forecast costs. These resources help clients and businesses stay within financial limits while achieving project budget goals.

Client Budget
Job Costing Budget

Gain insight into project profitability with detailed job costing templates that monitor expenses against budgets. These tools enable businesses to stay within financial limits, identify savings, and improve margins while achieving project budget goals.

Job Costing
Bills

Organize and track bills with templates that ensure timely payments and accurate record-keeping. These tools help businesses avoid late fees and maintain strong vendor relationships.

Client Bills Supplier/Vendor Bills Overhead Bills
Owner Invoices

Streamline client billing with professional invoice templates that simplify the payment process. These resources improve cash flow and enhance client satisfaction. Cost Plus or Turnkey options.

Owner Invoice Templates
Warranties

Provide clients with peace of mind using professionally crafted warranty templates that clearly define terms and conditions. These tools help businesses build trust, reduce liability, and maintain long-term customer relationships you've worked so hard to obtain.

Client Warranties
Surveys

Gain extremely valuable feedback with customizable survey templates designed to assess customer satisfaction and project outcomes. These resources help businesses improve services, strengthen client relationships, and identify opportunities for growth. This custom Client Survey breaks down the entire build process in integral sections from the sales process, bid process, design process, planning phase, groundbreaking and construction phase, client/contractor inspection meetings, closing phase, warranty phase, and overall company performance. Acquire all the needed information to not only evaluate and improve your company's processes and reputation, but it also requires the client to provide great feedback and quotes to be used in future company marketing and website testimonials all in one clean swoop! Don't miss the opportunity to capitalize on all the hard work your team has performed for each client to obtain additional future clients and help market your company.

Client Satisfaction Surveys - Detailed to include every stage of the build process & collect marketing reviews from the client Warranty Surveys Sales Surveys Project Management & Production Surveys

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RENOVATIONS, REMODELS, ADDITIONS, & BUILD-OUT PACKAGE – “Unofficial” BUILDERTREND PROJECT MANAGEMENT CRM & ERP SOFTWARE INFRASTRUCTURE DIGITAL TEMPLATES

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Original price was: $5,900.00.Current price is: $1,950.00.

Sales

Efficiently manage and track your sales process with detailed templates and tools designed to streamline communication and close deals faster. These resources help businesses generate more revenue while providing clear visibility into sales performance and opportunities.

Lead Opportunities Lead Activities Lead Proposals Detailed Company Website Contact Us Integration Template (pre-evaluates all leads, client info, project type, and attachments to import directly into your Buildertrend Platform)
Jobs

Centralize job management with customizable documents and templates that simplify project planning and execution. These resources ensure your team stays aligned on goals, timelines, and deliverables, boosting overall efficiency.

Client Info Job Info Property & Project Info
Schedule

Efficiently manage projects with our detailed New Home Gantt Chart schedule template, which incorporates 221 critical path events to ensure smooth and efficient operations. Covering every stage from Pre-Construction (sales, bidding, estimating, and contract signing) to Project Management (trade installations, inspections, QC checklists) and Post-Construction (client walks, closing, and warranty), this tool keeps tasks organized, deadlines met, and teams aligned for a seamless sales, build, and warranty process. Our detailed New Home Gannt Chart schedule template utilizes 221 different critical path events, which include every Pre-Con event (sales, administrative, client meetings, bidding, estimating, client presentation, contract signing events), Project Management events (administrative, client on-site/off-site meetings, trade installations, supplier delivers, in-house & city building inspections, subcontractor pre-work & post-work QC checklists, project manager post-work QC checklists, final punch lists), and Post-Con events (client walks, closing, key deliver, customer satisfaction surveys, warranty) to ensure a smooth & efficient sales/build/warranty process you could want.

Gannt Chart Scheduling Template
Daily Logs

Track daily progress with professionally designed log templates that keep teams accountable and provide critical updates. These tools improve communication not only between team members and stakeholders, minimizing errors and enhancing project transparency, but also keep your client well informed. Detailed Daily Logs are also a critical part of potential dispute resolution and/or arbitration/litigation defense.

Detailed Employee Daily Project Log Templates Detailed Subcontractor Daily Project Log Templates
To-Do's

Stay on top of tasks with actionable to-do lists that prioritize key objectives and improve team coordination. This feature helps businesses maintain focus and achieve goals efficiently. Our To-Do lists are not only standard To-Do lists, but include 72 different To-Do lists that are directly tied into the Gannt Chart Schedule which require each trade at every install or delivery stage, a matching scope of work from their Bid Package which must be followed and completed before & after each phase of installation is completed to help guarantee that all items in thier scope of work was completed and the jobsite is cleaned up and ready for the nect trade to start thier work. These checklists must be completed by the subcontractor first before applying for payment of thier corresponding Purchase Order. Once the subcontractor completes thier completion checklist and signs off, it then triggers a matching checklist for your project manager to go and verify that the trade has completed thier installation 100% and to company standards. The project manager then must sign off, before the trade's purchase order payment request can go to the accounting department for payment approval and payment. This checks and balance ensures your trades are not leaving loose ends before recieving payment, as well as ensures your company project managers are doing thier job and checking on each trade's installation, signing off, and taking personal/professional responsibility that no trade is paid prior to 100% satisfactory completion leaving the company in a vulnarable position. You will find that by utelizing this checklist system, it will not only protect the company from paying a subcontractor prior to satisfactory completion, but also streamline and decrease your project build timeline considerably by not chasing subcontractors to come back and perform punch lists or failing building inspections. Specific Pre-Inspection Building Checklists are also included for every stage (Underground/Foundation, MEPs & Framing, & Final Building & CO Inspections to help ensure you pass your building inspections the FIRST TIME. Internal Admisinstrative To-Do Checklists are also included to efficiently walk you through every stage from Pre-Bid, Sales/Contract Signing, Design, Project Start-Up, Client Involved Meetings & Inspections, Final Walk, & Closing. To-Do Lists Included: .01 - Proposal Meeting .02 - Project Groundbreaking .03 - Stake Out Walk Thru .04 - Project Design/Orientation Meeting .05 - Cabinetry Design Meeting .06 - Final Budget Review 01 - PM Start Up QC Checklist 02 - House Pad - Post Work Checklist 03 - Electrical (In Slab/Rough In Mat'l) - Post Work Checklist 04 - Foundation - Pre Pour Checklist 05 - Foundation Pre Pour PM Checklist 06 - Plumbing Rough In - Post Work Checklist 07 - Foundation - Post Work Checklist 08 - Foundation Inspection Checklist 09 - Framing - Walls - Post Work Checklist 10 - Framing - Decking - Post Work Checklist 11 - Framing - Roof Joists/Rafters - Post Work Checklist 12 - Framing Punch Out - Post Work Checkilist 13 - Framing Stage Walkthrough Checklist 13.1 - Framing Walk Thru 13.2 - Electrical Walk Thru 14 - Fireplace Install - Post Work Checklist 15 - Doors & Windows Set/Blacked In - Post Work Checklist 16 - Siding Install - Post Work Checklist 17 - Heavy Timber - Post Work Checklist 18 - Painting (Boxing/V Groove) - Post Work Checklist 19 - Electrical (Rough-In) - Post Work Checklist 20 - Roof Covering Install - Post Work Checklist 21 - Open Wall PM Checklist 22 - Plumbing Top Out - Post Work Checklist 23 - HVAC Rough In - Post Work Checklist 24 - AV Rough In - Post Work Checklist 25 - V Groove/Bead Board Porch Install - Post Work Checklist 26 - Wall Insulation - Post Work Checklist 27 - Brick Install - Post Work Checklist 28 - Rough Grade - Post Work Checklist 29 - Flat Work Concrete - Post Work Checklist 30 - Drywall Install - Post Work Checklist 31 - Garage Doors - Post Work Checklist 32 - Painting (Exterior Paint) - Post Work Checklist 33 - Final Grade - Post Work Checklist 34 - Gutters - Post Work Checklist 35 - Custom Cabinets - Post Work Checklist 36 - Landscaping - Post Work Checklist 36.5 Interior Trim/Closet Walk Thru 37 - First Trim - Post Work Checklist 38 - Painting (First Paint) - Post Work Checklist 39 - Countertops - Post Work Checklist 40 - HVAC Trim Out/Start Up - Post Work Checklist 41 - Tile Install - Post Work Checklist 42 - Wood Flooring Install - Post Work Checklist 43 - Carpet Install - Post Work Checklist 44 - Second Trim - Post Work Checklist 45 - Electrical (Trim Out) - Post Work Checklist 46 - AV Trim Out - Post Work Checklist 47 - Plumbing Fixture Set - Post Work Checklist 48 - AV Punch Out - Post Work Checklist 49 - Electrical (Punch Out) - Post Work Checklist 50 - Glass and Mirrors - Post Work Checklist 51 - Plumbing Punch Out - Post Work Checklist 52 - Cleaning (Rough) - Post Work Checklist 53 - Painting (Second Paint) - Post Work Checklist 54 - Lock Out/Punch Out - Post Work Checklist 55 - Attic Insulation - Post Work Checklist 56 - PM Presentation QC Checklist - Final 56 - PM QC Checklist - Final 57 - Painting (Touch Up) - Post Work Checklist 58 - Cleaning (Final) - Post Work Checklist 59 - Final Presentation & Warranty Walk 60 - PM QC Pre-Closing List - Final Owner Sign-Off List 60 - Pre-Closing & Delivery of Keys Walk 99 - Block Foundations - Post Work Checklist

Gannt Chart Linked Schedule Trade Pre-Check & Post Check QC Checklists Gannt Chart Linked Schedule Project Manager Post Trade Completion QC Checklists Administrative (Gannt Chart Linked) Employee Task Lists & Checklists (Gannt Chart Linked) Subcontractor Task Lists & Checklists (Gannt Chart Linked) Trade Installation Quality Control Checklists (Gannt Chart Linked) Project Manager Quality Control Inspection Checklists for Every Trade, Installation, & Inspection (Gannt Chart Linked)
Selections

Streamline client selections with templates that clearly document preferences and decisions, ensuring seamless project execution. These tools reduce miscommunication and enhance customer satisfaction.

Material Selections Color Selections
Allowances

Manage project budgets effectively with detailed allowance tracking templates that align with client expectations. These resources help businesses control costs while maintaining transparency with clients.

Project Client Allowances
Specifications

With BUILTECH’s specification templates, you can define clear requirements and standards for any job—be it painting, roofing, or flooring. These NAHB standardized yet customizable tools ensure consistency across projects, smooth collaboration between customers, contractors, and subcontractors, and eliminate the risk of key details slipping through the cracks. These are extremely detailed trade specifications infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection.

Specification Templates
Change Orders

Document and process change orders quickly and accurately with attorney-vetted templates that reduce disputes and delays. These tools ensure smooth project adjustments and maintain client satisfaction. These Change Order templates are infused and legally vetted formatted by our premiere construction attorneys for your contracting success and liability protection. It's time to make sure your Contracts and Change Orders are truly legally binding and will withhold the test of collections, formal arbitration, and litigation.

Client Change Order Templates
Files

BUILTECH provides organized document, photo, and video folder trees tailored for efficient project management across various job types. These systems ensure critical resources—such as roof inspections, tile installation progress, or paint color selections—are accessible to all stakeholders, keeping projects running smoothly while maintaining clear documentation.

Documents - Detailed Document Folder Tree Template Photos - Detailed Photo Folder Tree Template - Client, Internal, & Subcontractor Videos - Detailed Video Folder Tree Template - Client, Internal, & Subcontractor
Messages

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Messages Contractor Messages Subcontractor & Vendor Messages Architect 3rd Party Integration Messages Engineer 3rd Party Integration Messages Designer 3rd Party Integration Messages
Comments

Improve team communication and collaboration with templates that standardize messaging and feedback processes. These tools help eliminate misunderstandings and enhance project coordination as well as provide liability protection.

Client Comments Contractor Comments Subcontractor & Vendor Integration Comments Architect 3rd Party Integration Comments Engineer 3rd Party Integration Comments Designer 3rd Party Integration Comments
Bid Packages

Create professional bid proposals with templates that showcase expertise and win more projects. These detailed Bid Package resources help businesses stand out and secure contracts efficiently while simultaneously having extremely defined and specific agreed upon Scopes of Work with your Trade Contractors and Suppliers. These extremely detailed trade specification Bid Packages are infused with NAHB & Industry standards structured and formatted by our premiere construction attorneys for your contracting success and liability protection. The Bid Package templates not only include the NAHB & Industry Standard Scopes of Work but also include Schedule of Values; Payment Terms; Payment Schedule; Specifications, Terms, & Conditions; Insurance Requirements; Quality Control Requirements; & Warranty Requirements. It's time to make sure your Bids, Contracts, and Change Orders are truly legally binding and will withhold the test of formal arbitration or litigation.

Subcontractor Bid Packages - Includes the Following: NAHB & Industry Standard Detailed Trade Scopes of Work Subcontractor/Supplier Specifications, Terms, & Conditions State Builder's Warranty Templates Project Schedule of Values Trade Partner Payment Terms Trade Partner Payment Schedule Trade Partner Quality Control Requirements Subcontractor/Supplier Insurance Requirements Warranty Requirements Legally Binding Language for Liability Protection & Collections Included
RFI's

Greaux Consulting’s RFI templates streamline communication and ensure all project inquiries are documented and resolved efficiently. Whether you’re managing a roofing job, tile installation, or painting project, these tools follow standardized protocols that prevent miscommunication, ensure smooth handoffs, and allow for customized content to address unique project needs.

Subcontractor, Architect, Engineer, Designer etc.
Estimates

Generate precise estimates with tools that align with project scopes and client expectations. These templates reduce the risk of underpricing and ensure profitability.

Client Estimates
Purchase Orders

Streamline procurement with purchase order templates that standardize processes and maintain accurate records and controls. These tools enhance vendor relationships and improve operational efficiency ensuring that you are controlling your budget and profit margins. Includes legally binding language for liability protection.

Subcontractor Purchase Orders Vendor Purchase Orders
Budget

Manage project budgets effectively with tools that track expenses and forecast costs. These resources help clients and businesses stay within financial limits while achieving project budget goals.

Client Budget
Job Costing Budget

Gain insight into project profitability with detailed job costing templates that monitor expenses against budgets. These tools enable businesses to stay within financial limits, identify savings, and improve margins while achieving project budget goals.

Job Costing
Bills

Organize and track bills with templates that ensure timely payments and accurate record-keeping. These tools help businesses avoid late fees and maintain strong vendor relationships.

Client Bills Supplier/Vendor Bills Overhead Bills
Owner Invoices

Streamline client billing with professional invoice templates that simplify the payment process. These resources improve cash flow and enhance client satisfaction. Cost Plus or Turnkey options.

Owner Invoice Templates
Warranties

Provide clients with peace of mind using professionally crafted warranty templates that clearly define terms and conditions. These tools help businesses build trust, reduce liability, and maintain long-term customer relationships you've worked so hard to obtain.

Client Warranties
Surveys

Gain extremely valuable feedback with customizable survey templates designed to assess customer satisfaction and project outcomes. These resources help businesses improve services, strengthen client relationships, and identify opportunities for growth. This custom Client Survey breaks down the entire build process in integral sections from the sales process, bid process, design process, planning phase, groundbreaking and construction phase, client/contractor inspection meetings, closing phase, warranty phase, and overall company performance. Acquire all the needed information to not only evaluate and improve your company's processes and reputation, but it also requires the client to provide great feedback and quotes to be used in future company marketing and website testimonials all in one clean swoop! Don't miss the opportunity to capitalize on all the hard work your team has performed for each client to obtain additional future clients and help market your company.

Client Satisfaction Surveys - Detailed to include every stage of the build process & collect marketing reviews from the client Warranty Surveys Sales Surveys Project Management & Production Surveys

Sample Infrastructure IP & Unofficial Buildertrend Templates

Sample Templates To Review The Quality & High Level Of Detail In Our Templates – More Coming Soon!!! Please Feel Free To Inquire For Any Type Or Specific Templates Needed.

2022 FINAL GCC Employee Handbook Template_Redacted (pdf)

_GREAUX CONSULTING INSURANCE REPAIR SERVICES AGREEMENT - Current_Redacted (pdf)

GCC DR_Unofficial BUILDERTREND - Our Process & You - Insurance_Redacted (pdf)

GCC_Unofficial BUILDERTREND DR - Job Progress Update_Redacted (pdf)

Accounting Clerk Procedures_v1 - CCC_Redacted (pdf)

MASTER STATUS SPREADSHEET_Redacted (pdf)

Disaster Recovery Draws Unofficial BUILDERTREND & QUICKBOOKS + SUPPLEMENTSTemplate_Redacted

Internal Control Checklist_v1 _Redacted (pdf)

02_First Interview Questions_PM Template (pdf)

Unofficial Buildertrend Cheat Sheet (pdf)

Unofficial Buildertrend Cleaning Subcontractor Rules & Guidelines Template (pdf)

All plans include

Unlimited Users‍

Every edition of Greaux Consulting includes unlimited users as well as robust user defined security roles.

Greaux Consulting 5-Star Support

Talk to your support team in minutes not hours. Chat, Call, e-Mail, or setup a convenient time for zoom chat.

Greaux Consulting Extensions

Extensions are bolt on additions to the Greaux Consulting program that help enhance the functionality of the program.

Common Questions

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Clients who have negotiated a customized Greaux Consulting package may make payments here. You will be directed to the payment portal to enter the payment amount and process your payment thru PayPal.

**Greaux Consulting Corporation, INTELLITECH, BUILTECH, its related companies, affiliates, or products & services are unaffiliated with all other brands mentioned in this website, its products, or its services

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