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crm documentation estimating change orders takeoffs📋 Description
- Site evaluation and scope definition for residential projects
- Estimating and cost development based on labor, materials, and methods; identify risks
- Pre-construction planning; translate requirements into buildable scopes
- Change order and scope control; document cost impacts
- Coordination with Sales and Operations to align pricing and execution strategy
- Documentation and accuracy; maintain detailed project records
🎯 Requirements
- Residential construction and remodeling expertise (kitchens, baths, additions)
- Knowledge of cabinetry, tile, fixtures, flooring; assess site conditions
- Costing principles, margins, and change orders; define scopes
- CRM platforms, estimating tools, spreadsheets, and field documentation; adaptable
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