We are a global management consultancy that delivers exceptional outcomes and sustainable change
We are a global management consultancy that delivers exceptional outcomes and sustainable change
For consumers, most construction projects have three stages: The ‘This will be easy!’ stage, the ‘Why did we start this?’ stage, and the ‘I guess it wasn’t that bad after all’ stage.
For contractors, the three stages are typically ‘Get it started,’ ‘Keep it together,’ and ‘Fix what you missed.’
Capturing pertinent detailed information and following up on those qualified leads to ensure customers receive timely and relevant responses and attention, which enhances their overall experience right from the start and builds confidence in the contractor’s ability to manage their project.
After initial contact has been established with a prospective customer, our system enables contractors to create and send detailed proposals to potential customers directly from the platform. Detailed, professional proposals can be quickly and easily created to include costs, project timelines, and other critical details. Customers then receive clear, well-organized proposals that are easy to review, making it more straightforward to compare options and make informed decisions. Additionally, all questions or revisions can be managed through the online desktop portal or mobile app – allowing communication to continue even when both the customer and the contractor are on the go!
Our system templates track all interactions and actions taken with a lead, such as phone calls, emails, meetings, or follow-ups. It functions like a CRM (Customer Relationship Management) tool, ensuring nothing falls through the cracks. By keeping a detailed log of all activities, contractors can ensure consistent communication and avoid losing track of important details or deadlines. At the same time, customers benefit from organized and timely communication, which helps build trust and ensures they feel valued throughout the process.
As appointments, follow-ups, and proposal deadlines are established, an integrated calendar allows both parties to manage their time, avoid scheduling conflicts, and have visibility into the next steps. The calendar integrates with other parts of the platform to provide a visual representation of the sales timeline. This is important as customers appreciate a well-coordinated process where appointments are kept, and deadlines are met, which helps build confidence in the contractor’s ability to deliver on their promises.
Together, these features create a more organized, efficient, and transparent sales process. This benefits contractors and potential customers by ensuring clear communication, timely follow-ups, and professional presentations.One – Sales & Marketing
For consumers, most construction projects have three stages: The ‘This will be easy!’ stage, the ‘Why did we start this?’ stage, and the ‘I guess it wasn’t that bad after all’ stage.
For contractors, the three stages are typically ‘Get it started,’ ‘Keep it together,’ and ‘Fix what you missed.’
Our automated platform templates help ensure the construction process is smooth from start to finish for both the contractor and the client.
Our templates help you manage small projects to multi-million dollar projects with attention to detail, ensuring that as your business grows – tools and processes are in place to ensure quality is not compromised and there’s no surprises on your balance sheet!
When you think about a construction project, it starts from the very first contact with prospective customers. Small to mid-size contractors often can’t afford a sales and marketing team so they can rely on our system to ensure sales and marketing activities are executed strategically.
This begins by capturing sales leads more effectively and efficiently. Whether you capture a potential customer from website traffic or through a personal referral, our system allows you to track potential customers who have expressed interest in your services. It’s essentially a database of all prospective customers, complete with details like contact information, project type, budget,
Capturing pertinent detailed information and following up on those qualified leads to ensure customers receive timely and relevant responses and attention, which enhances their overall experience right from the start and builds confidence in the contractor’s ability to manage their project.
After initial contact has been established with a prospective customer, our system enables contractors to create and send detailed proposals to potential customers directly from the platform. Detailed, professional proposals can be quickly and easily created to include costs, project timelines, and other critical details. Customers then receive clear, well-organized proposals that are easy to review, making it more straight forward desktop.
Our system templates track all interactions and actions taken with a lead, such as phone calls, emails, meetings, or follow-ups. It functions
As appointments, follow-ups, and proposal deadlines are established, an integrated calendar allows both parties to manage their time, avoid scheduling conflicts, and have visibility into the,
Together, these features create a more organized, efficient, and transparent sales process.
When you have the very first meeting with a potential customer to discuss their goals and budget, work to understand their key issues and concerns, and review your company’s approach to designing and building their dream custom home or business, it is important to ensure that both parties are aligned so that there are no surprises as the building process advances.Â
After both parties decide to move forward, our very detailed Pre-construction Services Agreement (PSA) can be used as an official legal contract that is signed by all parties. This document addresses ways of working together to protect the interests of both parties and has already been vetted by a professional construction attorney. The agreement covers all aspects of doing business together so that everyone understands the terms and conditions prior to any construction work beginning. We also can provide you with all the needed PSA Contract, Main Construction Contracts, Client Selections, Inspections, Closing Walk, and Warranty Contracts as desired. Same goes for all Vendor and Subcontractor Contracts and documents needed.
After the PSA is signed, the contractor and client will likely discuss specific client requirements and wishes in greater detail, and determine the best way to meet the client’s overall budget within the agreed-upon scope of work. As this step in the process occurs, our templates help document the client’s selections and specifications based on their style and budget preferences.
Our Specifications templates allow contractors to manage and track client selections for various project elements, such as materials, finishes, and fixtures. Clients can make their choices online, and contractors can easily monitor and document these selections. This helps ensure all selections are recorded accurately, preventing miscommunications or mistakes.
Contractors can also set deadlines for selections, keeping the project on schedule. The selection choices are tied to the overall budget, ensuring that the client’s preferences align with financial constraints.
If any changes are made by either party, our templates document these changes so that everyone is kept informed of all aspects of the change, such as availability of materials, vendors, budget implications, and other factors. Our templates allow contractors to document and approve any changes to the project’s scope that may impact the budget.
Change orders can also easily be created, electronically sent to clients for approval, and integrated into the overall budget.
By keeping all change orders documented and approved within the platform, contractors can avoid disputes and ensure that any adjustments to the project are reflected in the budget. This helps maintain budget control and clear communication with the client.
After finalizing requirements, our Bid Package estimating templates allow you to create detailed and comprehensive cost estimates for your projects. By inputting relevant information such as materials, labor, and subcontractor costs, the template automatically calculates the total project cost. This helps you ensure accurate pricing and avoid unexpected expenses.
One of the unique and most beneficial features of our templates is the seamless integration with QuickBooks accounting software. Our templates provide contractors with a detailed view of a project’s financials. It includes cost tracking, expense management, and budget adjustments, all of which can be monitored in real-time. Contractors can track every dollar spent, compare actual costs to the original budget, and make adjustments as necessary. This transparency helps prevent cost overruns and ensures that both the contractor and the client are aware of the project’s financial status at all times, providing the contractor with a comprehensive view of the project’s financial health, including profit margins, cash flow, and budget variances.
Together, these features provide a robust framework for managing client selections, controlling budgets, and ensuring that contractors maintain both budget integrity and adequate cash flow throughout the construction process.
No formal project management experience? No problem! Use our templates to effortlessly complete the project management tasks of the construction phase!
Every successful construction project starts with a well-structured plan. After the scope of work has been agreed upon and approved, our templates can help you easily create a comprehensive Gantt chart schedule that maps out every task, timeline, and dependency. Even if you lack project management skills, our intuitive templates simplify the process, allowing you to manage both residential and commercial projects with ease. Our detailed Gantt chart schedules include over 221 schedule events for every aspect of the sales process, design/bid phase, pre-construction phase, construction phase, closing phase, and warranty phase.
Gantt charts visually map out your entire project from start to finish, identifying critical paths and adjusting schedules as needed. This provides a clear roadmap, helping you allocate resources efficiently and ensure timely completion.
Our customized templates link each task in the Gantt chart to a To-Do list for subcontractors and internal staff. This ensures that all tasks are completed to specification before payments to subcontractors or vendors can be processed, reducing the risk of oversight and delays.
Keep track of daily activities with Daily Log templates, which track progress and potential delays. These logs provide a detailed record, helping you quickly identify and address any issues that arise.
Throughout the construction phase, budget management is crucial, especially if you’re not familiar with financial tracking. Our detailed, custom budgeting templates are designed to simplify this process. Our templates allow you to create a detailed budget that tracks actual costs against estimates, giving you a clear view of your project’s financial health.
These templates help you set up a budget at the start of the project and automatically update it as expenses are incurred. This ongoing comparison between projected and actual costs enables you to make informed decisions during monthly client reviews.
While many systems offer basic budgeting templates, the contractor is often challenged with having to extract data from one system used for project management and then import that data into another system for accounting. This takes time and often creates delays in being able to track costs in real time.
Our highly detailed budgeting templates already include a very detailed extensive collective of industry & NAHB standard cost codes and workflows that automatically integrate seamlessly with accounting software like Xero or QuickBooks, ensuring that all financial data is accurately and consistently recorded and updated in real-time.
Transparency is key to maintaining client trust, and our templates make it easy to keep clients informed throughout the construction process. Even if you’re not a natural communicator, our platform provides the tools you need to share updates effortlessly.
Team members can take and upload project photos daily, documenting the progress of your project. These photos are instantly available to clients, giving them a clear visual of what’s happening on-site.
At the end of each week, the system can compile a status report that includes weather updates, new change orders, photos, and a summary of completed and upcoming work. This keeps your clients fully informed without you needing to spend hours creating reports.
As email messages are exchanged with the client and meetings are scheduled, all communications are synced to Gmail, Outlook, and other email or calendaring platforms that sync with our templates and log everything in the system.
As your project nears completion, maintaining quality and ensuring all tasks are finalized is essential. Our templates make it easy to manage the final stages, even if you’re not familiar with quality control processes.
The Specifications templates help you establish and track project specifications, ensuring that all work meets the required standards. Inspection templates allow you to document findings, track deficiencies, and generate reports, ensuring that issues are promptly addressed throughout the project timeline.
Our punch list templates are a powerful tool for final quality control. Use it to create and track a list of items that need attention before project completion. This ensures that all details are addressed, leaving you with a finished project that meets or exceeds client expectations.
Our comprehensive package of templates, integrations, and features is designed to support contractors at every stage of the construction process, regardless of their experience level. From planning and budgeting to quality control and client communication, we empower you to manage your projects with confidence and professionalism using a time proven set of templates that was initially designed for a mega-million dollar residential and commercial contractor. Don’t reinvent the wheel, contact us today to learn about our customized templates and training solutions!
In the post-construction phase, our highly customized and detailed templates offer a range of features and capabilities that benefit both contractors and clients by ensuring a smooth project closeout, final quality control, enhancing communication, and maintaining ongoing relationships.
Contractors can set up and track warranty periods, making it easy to manage client requests for repairs or adjustments. Our customized Warranty Management Template simplifies the tracking of warranty periods for completed projects, allowing you to log warranty details, set expiration dates, and automatically monitor upcoming warranty deadlines. This ensures that both you and your clients are aware of any necessary repairs or adjustments that fall under the warranty, providing peace of mind and reducing the risk of missed obligations.
Clients can submit warranty requests using the Warranty Request form template. This template streamlines the process, ensuring that requests are documented and tracked efficiently.
Additionally, contractors can set up automated reminders for warranty services using the Service Reminder Template, helping to ensure that all post-construction obligations are met on time.
Our Final Walkthrough Checklists have already been highly customized for final walkthroughs, ensuring that all punch list items and outstanding tasks are completed before the project is officially closed.
After project completion, contractors can also send automated surveys to clients to gather feedback on their experience. This helps contractors identify areas for improvement and fosters strong client relationships. Furthermore, the data provided through these surveys can later be used for marketing purposes. Our survey template was strategically developed with this in mind. It allows you to evaluate every aspect separately from the sales process, design & bidding process, pre-construction process, construction process, final closing process, warranty process, and overall company experience while also having the client leave different client feedback areas which you can then utilize these client testimonial quotes on your website, marketing materials, social media ads, and more. Don’t waste all the hard work and client satisfaction without collecting it for future client aquisition and marketing!!
Our Final Invoice template simplifies the final invoicing process by automatically generating invoices for any outstanding payments and linking to your accounting software program, such as QuickBooks or Xero. The system also tracks payment status, ensuring that contractors are paid in full before closing out the project.
Our templates also support the creation and management of ongoing maintenance contracts, allowing contractors to offer additional services post-construction. This helps build long-term relationships with clients and generate recurring revenue.
While our legally-vetted Pre-Construction Service Agreement contract specifies the terms and conditions for meeting all financial obligations, our customized lien waiver template simplifies the process of obtaining and managing lien waivers, ensuring that all necessary compliance documents are in place before the project is closed out. These contracts and templates help you satisfy legal requirements and protects both parties by documenting the finalization of financial obligations.
These features not only streamline the post-construction phase for contractors but also enhance client satisfaction by providing clear communication, client expectations, efficient warranty management, and comprehensive project documentation. This ultimately helps in building long-term relationships and securing future business to help you grow your company.
Focus on real outcomes
With more years’ experience in implementing Artificial Intelligence for our Clients, we are driven to deliver improved business outcomes.
Greaux helps businesses maximize their return on
investment by identifying opportunities across their value chain and providing practical and sustainable solutions. Our change management expertise ensures the new ways of working are rapidly adopted by the organization and a new culture of working is achieved.
Measurable Results
Our methodology enables to quickly analyse opportunities in any business and commits to delivering business outcomes.
We will analyse how your company can most effectively
improve across your value chain and build a practical
program with you to implement sustainable solutions.
Experts in Adoption
As part of the engagement, Greaux has more than 20 years’ experience in taking projects to full adoption using our behavioural and cultural change methodologies.
This approach guarantees that we leave the organisation and your people with the ability to continue growing value long after the project is delivered.
Ready to take your operations to the next level?
Simply fill out the form to schedule a consultation with our expert consultants.