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How to
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Documents
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Company

PLANNING THE CONSTRUCTION BUSINESS

(Click icon to access)
Start

Are You
Ready?

Start From
Where You Are

Create the
Personal
Plan

Create the
Business
Plan

Create the
Marketing
Plan

Create the
Production
Plan

Create the
Financial
Plan

Organization

Ownership
Options

Impact-Effort
Worksheet

Roles and
Positions

SWOT
Analysis

(free course)

Business
Model
Canvas

Marketing

Market Gap
Analysis

Define Your
Market Segment

UVP
Generator

Marketing
Action Checklist

Operations

Business
Model
Canvas

What Work
Must Be Done?

What Does
Each
Position Do?

When to
Do What

Year-End
Planning

Accounting and Finance

Create
Simple
Budget

Projecting
Cash Flow

Set
Estimating
Margins

Don't Pay Taxes
On Phantom
Income

Spec Loan
Request
Calculator

Profit
Sharing
Calculator

ORGANIZATION PLANNING SYSTEM

(Click icon to access)
Organization Planning

Ownership
Options

Business
Planning

Cost of
Hiring

Organization Structure

Position
Planning

Role Chart
Rules

Role Chart
Plan

Who Does
What?

Position (Role)
Descriptions

Notice to
Employees

Organize
For Success

(course)

Position
Descriptions

(course)

Hiring Decisions

Can I Afford
to Hire?

Cost-Benefit
for New Hire

Employee Relations

Employee
Evaluation

Salary
Rationale

Paid Time Off

Profit-Sharing
Calculator

Project Mgr
Compensation
Analysis

Operating Guidelines

When to
Do What

Year-End
Planning

Asana Downloads

Download
Asana

When to
Do What

Year-End
Checklist

OPERATIONS MANAGEMENT SYSTEM

(Click icon to access)

Measuring Results

Financial Analysis

My Nine
Numbers™

Short
Form

Long
Form

6-week
Cash Flow

Project
Cash Flow
Requirements

Single Project
Profit Report

Multi-Project
Profit Report

Project Cost
to Complete

Spec Loan
Request
Calculator

The Business

Business Model

Business
Planning

The One-Page
Business Plan

Conduct a
SWOT Analysis

(Course)

Organizing the Business

Ownership
Options

Position
Planning

Who Does
What?

Build the
Role Chart

What Each
Position Does

Hiring Costs

Risk Management

Identify
Business
Risks

Risk Management
Decision
Model

Paperwork

When to
Do What

Year-End
Planning

Sample Annual
Meeting Minutes

The Workforce

Working With Employees

Calculating
Hiring Costs

Employee
Evaluation

Salary
Rationale

Paid
Time Off

Profit-Sharing
Calculator

Working With Subcontractors

Default
Scope
of Work

Custom
Scope
of Work

OSHA
Safety
Guidelines

On Site
Sub Safety
Violations

Inspection Reports

Earthwork

Structural

Trades

Exterior
Finish

Interior
Finish

MARKETING and SALES SYSTEM

(Click icon to access)

Know Your Market

Who You Are and Who You Serve

Business Model Canvas
for Construction

Market Gap
Analysis

Identify Your
Market
Segment

What Does
Your Market
Value?

Your Most
Probable
Buyer

Market Gap
Analysis

Market
Positioning

How Buyers
Value Shelter

Who Our
Client Is

Build Your Brand

Conduct a
SWOT Analysis

The Look and
Feel of
Your Brand

Unique Value
Proposition
(UVP) Generator

Validate
Your UVP

How to
Create Value

Communicating
The Value
You Provide

Find Your
UNIQUE Value

The Customer Journey

Customer Journey

Customer Journey
Worksheet

Content
is King

Creating
Awareness

Creating
Consideration

Creating
Intent

Making the
Decision

The Marketing Campaign

Develop The Strategy

Marketing Action
Checklist

Calculate Break-even
for Marketing
Campaign

Marketing 101
An Overview

Marketing Checklist
for Builders

Measure the Effectiveness

How Effective
Must Marketing Be?

Goals for
Marketing
Success

Pro Forma
Based on
Marketing Effort

From Contact to Contract

Client Acquisition Process

Lead
Intake

Lead Tracker
Conversion Analysis

Design Process

Schematic
Design

Design
Development

Construction
Drawings

Why
Initial Specs
Are Critical

What Are
Initial
Specs?

Initial
Specs

Variance
Specs

Estimating Process

BBOS
Estimator

BBOS
Estimator
Proposal

– or –

Your
Estimate
Platform

Your
Proposal

Hand-Off
to Sales/
Contracting

Contract Process
No Real Estate Agent

Construction
Agreement

Mold
Disclaimer

Limited
Warranty

Agreement
Exhibits

OR

Contract Process
With Real Estate Agent

Real Estate
Contract Addendum

RE Addendum
Specifications

RE Addendum
Warranty

Hand-Off
to
Production

ESTIMATING

(Click icon to access)
Calculators

What Are
My Margins?

What Should
Margins Be?

Overhead Allocation

Allocate Based
on Revenue

Allocate Based
on COGS

Allocate Based
on Job Days

Estimating Benchmarks

Cost to Build
By Phase

Cost to Build
By Phase With
Loan Costs

Cost to Build
Based On
National Avg

Compare
Estimate to
National Avg

Create the Estimate

BBOS Estimator
Platform

Free Access to
BBOS Estimator
Training Videos

Build Your Own
Excel Estimate
Worksheet

Monitor the Project

Project Cost
to Complete

Single Project
Profitability
Report

Multi-Project
Profitability
Report

Go to
BBOS Estimator

CLIENT MANAGEMENT SYSTEM

(Click icon to access)
Client Acquisition Process

Customer
Journey

Lead
Intake

Customer
Journey
Worksheet

Lead Tracker
Conversion
Analysis

Design Process

Schematic
Design

Design
Development

Construction
Drawings

Sample Client
Agreements

(course)

Initial
Specs

Variance
Specs

Estimating Process

BBOS
Estimator

BBOS
Estimator
Proposal

Your
Estimate
Platform

Your
Proposal

Hand-Off
to Sales/
Contracting

Contract Process
No Real Estate Agent

Construction
Agreement

Mold
Disclaimer

Limited
Warranty

Agreement
Exhibits

OR

Contract Process
With Real Estate Agent

Real Estate
Contract Addendum

RE Addendum
Specifications

RE Addendum
Warranty

Hand-Off
to
Production

Client
Management

(course)

Client Management During Build

ClientManager

Spec
Change

Notice of
Acceptance

Draw
Request

Delay
Notice

Restart
Notice

Client Walkthroughs

Walkthrough Forms

Site

Framing

Drywall

Trim

Final

ReHab

WORKFORCE MANAGEMENT SYSTEM

(Click icon to access)

Subcontractors

On the Job Site

Daily
Progress
Report

Job Site
Safety
Checklist

OSHA
Safety
Guidelines

Subcontractor Onboarding

Agreements

Default
Terms and
Conditions

Default
Scope
of Work

Work Order
& Purchase
Order

Custom
Terms and
Conditions

Custom
Scope
of Work

SubManager

(course)

Quality Control Process

Inspection Reports

Earthwork

Structural

Trades

Exterior
Finish

Interior
Finish

Subcontractor Reports

On Site
Sub Safety
Violations

OSHA
Safety
Guidelines

Subcontractor Insurance Monitor

In QB
Desktop

In QB
Online

In
Asana

Subcontractor
Evaluation

Employees

Organizing For Success

Planning

Ownership
Options

Org
Strategy

Labor
Burden
Calc

Creating

Position
Planning

Role
Chart
Rules

Role
Chart
Plan

Who
Does
What?

Position
(Role)
Descriptions

Executing

Notice to
Employees

Organize For
Success

(course)

Position
Descriptions

(course)

Hiring Decisions

Can I Afford
to Hire?

Cost-Benefit
for New Hire

Employee Relations

Paid Time Off

Employee
Evaluation

Salary
Rationale

Profit-Sharing
Calculator

Project Mgr
Compensation
Analysis

Vendors

Vendor
Purchase
Order

Accts Payable
Aging
Report

Vender Discounts

Discount
Calculator

Discount
Calculator
Video

PROJECT MANAGEMENT SYSTEM

(Click icon to access)

The Project

Daily Progress Report (DPR)

Mobile
DPR

Email
DPR

Mobile
DPR

Work Sheet
DPR

PDF
DPR

Project Management

Permit
Check

19-week
Schedule

Custom
Schedule

Job
Binder

Project Analysis

Project
Cash Flow
Requirements

Single Project
Profit Report

Multi-Project
Profit Report

Project Cost
to Complete

Spec Loan
Request
Calculator

Manage the Job Site

Job Site Safety

Job Site
Safety Checklist

On Site Sub
Safety Violations

OSHA Safety
Guidelines

Job Site Quality

Inspection Reports

Earthwork

Structural

Trade
Work

Exterior
Finish

Interior
Finish

Subcontractor Agreements

Default Terms and
Conditions

Default Scope
of Work

Work Order or
Purchase Order

Custom Terms
and Conditions

Custom Scope
of Work

Subcontractor
Evaluation

Project Details

Electric Load
Calculator

64 Useful
Design Numbers

Stucco

Construction
Details

Finish
Patterns

High Performing Homes

EnergyStar

Window and
Insulation
Checklist

Thermal Bridging

Reduced
Thermal
Bridging

Advanced
Framing

Air Sealing

Floors

Walls

Ceilings

Openings

Structural
Members

Trade
Access

HVAC

Ductwork
Install

Ventilation

Balancing

Contractor
Checklist

Water Management

Building
Materials

Site and
Foundation

Wall
Assembly

Roof
Assembly

DOE EnergyReady Home

Water Sense

Indoor

Outdoor

Education

airPLUS
Checklist

CONSTRUCTION ACCOUNTING SYSTEM

(Click icon to access)
Accounting Set-Up

Set-Up using
the NAHB Model

(premium course)

NAHB
Chart of Accounts
Level Two

Cost Codes

The Construction Accounting Process

Know Your
Cash Flow

Customer
Deposits
& Work In
Process

Create a
Simple
Budget

Avoid
"Phantom"
Income

Percent of
Completion

Incomplete
Contract
Adjustment

Allocating Overhead

Allocate Based
on Revenue

Allocate Based
on COGS

Allocate Based
on Job Days

Accounting Reports

Project Reports

Project
Cash Flow
Required

Single
Job
Profit

Multi-
Project
Profit

My Nine
Numbers™

Short
Form

Long
Form

Other Reports

A/P
Aging

Cost-to-
Complete
Calculator

Completed
Contract
Calculator
For Year-End

Quickbooks
Reports
Available

Accounting Applications

Value of
Vendor
Discount

Profit
Sharing
Calculator

CONSTRUCTION FINANCE SYSTEM

(Click icon to access)
Financial Planning

Core Financial
Planning

Creating the
Financial Plan

Decision Models

Valuing the
Vendor Discount

Real Cost
of Hiring

Calculate Overhead
on a Project

"What If I Want to...?"

Decision Model Master

Employees

Hire a New
Employee

Provide Raises
for Employees

Provide Raises
and Hit a
Profit Target

Money Management

Borrow for
Unspecified
Purpose

Borrow to
Buy Equipment

Buy Equipment
for Cash

Increase Efficiency

Hire a Site
Supervisor

Reduce
Material Costs

Reduce
Labor Costs

Marketing

Increase the
Marketing
Budget

Monitoring the Numbers

Monitor Project

Project Cash
Flow Requirement

Project Cost-
to-Complete

Single Project
Profit Report

Project Reports

Spec Build
Loan Request
Calculator

Monitor Company

6-week
Cash Flow

Accts Payable
Aging

Nine Numbers™
Short Form

Nine Numbers™
Long Form

Company Reports

What Are
My Margins?

Multi-Project
Profit Report

Risk Management

Business
Risks

Identify
Business
Risks

Risk Management
Decision
Model

Project
Risks

Project
Documentation

Job
Binder

Subcontractor
Risks

Sub Insurance
Monitor for
QB Desktop

Sub Insurance
Monitor for
QBOnline

Sub Insurance
Monitor
for Asana