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How to Keep Your Operation Running Smoothly Without Dropping Balls
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Total Company Ops Toolbox ($397)
You Can’t Run Your Company Without These 25 Documents
Total Company Ops Toolbox ($397)
Here's a sneak peak of what's inside:
Here's what you get:
Total Company Ops Toolbox ($397)
Here's What You'll Get:
ARCHITECTURAL DOCUMENTS
New Floor Plan Review Checklist
1 Story – BSMT Architectural Scope of Work
1 Story – Slab Architectural Scope of Work
2 Story – BSMT Architectural Scope of Work
2 Story – Slab Architectural Scope of Work
Blueprint Order Form
Plot Plan / Survey Order Form
DESIGN SELECTION DOCUMENTS
Appliance Selection Template
Cabinet Selection Template
Countertop Selection Template
Exterior Selection Template
Flooring Selection Template
Interior Selection Template
Paint Selection Template
Plumbing Selection Template
Upgrade Ideas
FINANCIAL DOCUMENTS
Construction Draw Checklist
Construction Draw Project Totals
Construction Draw Cover Page
Lien Waiver Example
Profit & Loss Statement
CLOSING DOCUMENTS
Construction Draw Checklist
Construction Draw Project Totals
Construction Draw Cover Page
Lien Waiver Example
Profit & Loss Statement
What’s Inside Each Document?
NEW FLOOR PLAN REVIEW CHECKLIST
A detailed checklist used when creating a new floor plan with an architect, draftsman or engineer. It covers all aspects of standard window and door RO’s. Minimum room sizes, hallways and ceiling heights.
ARCHITECTURAL SCOPES
(1 & 2 STORY, SLAB & BASEMENT):
A total of 4 separate documents and detailed scopes of work for various structural types. These clarify the builder’s standard expectations for architects, engineers, and draftsmen reducing design errors and simplifying approvals.
BLUEPRINT ORDER FORM
Standardized form for requesting a site-specific blueprint from your architect or engineer for permitting. Streamlines the ordering process, ensures no missing information on custom plans, and improves communication with the team.
PLOT PLAN / SURVEY ORDER FORM
Standardized form for requesting a permit ready plot plan. Streamlines the ordering process, ensures no missing information, and improves communication with your team & the surveyors.
DESIGN SELECTIONS TEMPLATES
8 separate design templates make it easy for buyers to make informed selections, reduce confusion, and document decisions clearly to prevent mis orders or change orders. This is what you must have signed prior to placing any custom orders.
UPGRADE IDEAS
21 pages of pre-built upgrade packages and à la carte ideas to increase revenue per build. Can be used in sales presentations or client design meetings to encourage profitable customization.
CONSTRUCTION DRAW CHECKLIST
Ensures all required work and documentation is ready before submitting for draw payments. Don’t look like a rookie in front of your banker.
CONSTRUCTION DRAW PROJECT TOTALS
Shows financial progress and status, helping stakeholders track whether the project is on budget and how much funding remains.
CONSTRUCTION DRAW COVER PAGE
Provides a concise overview of the draw request package and ensures all identifying info is present up front.
LIEN WAIVER EXAMPLE
Protects you from subcontractor claims by documenting paid work.
PROFIT & LOSS STATEMENT
A simple template to track job profitability and overall financial health of each construction project.
NEW HOME ORIENTATION WALKTHROUGH CHECKLIST
Helps ensure buyers receive a complete, professional walkthrough of their new home. This is your 1st line of defense to document exactly the condition of the home at this critical stage.
PRE-CLOSING FINAL WALKTHROUGH SIGN-OFF
Documents buyer approval of the completed home and any final repairs. Don’t close another home with your buyer unless they sign off on this document first.
PRE-CLOSING UTILITY TRANSFER CHECKLIST
Helps the buyer transfer services like water, gas, and electric into their name with no hiccups. Sound simple but buyers don’t always read your notifications and will forget this in all the moving parts. don’t pay for their water bill for another month because you both forget to change utilities.
HOMEOWNERS MAINTENANCE GUIDE
A printable 22-page branded manual you can give to buyers at closing which teaches them how to maintain their new home. Sets expectations around seasonal upkeep and protects the long-term condition of the home, which limits warranty in the future. Adds professionalism and reduces post-close service calls.
This toolbox includes 23 professional level processes and procedures to set you up for the win!
GET THIS BONUS FREE WHEN YOU BUY
THE TOTAL COMPANY OPS TOOLBOX
TODAY ONLY!
GET THIS BONUS FREE WHEN YOU BUY THE TOTAL COMPANY OPS TOOLBOX TODAY ONLY!
Bonus Included with This Purchase:
Closing Process Pack
Bonus Content – Here’s what you’ll get:
End each construction project with excellence. This FREE bonus pack helps you wrap up builds, hand over to clients, and get paid without missed steps or loose ends.
PRE-CLOSING ESCROW CHECKLIST
Helps your team and clients prepare for escrow by organizing final invoices, documents, utilities, and warranties reducing stress as the handoff nears.
POST-CLOSING CHECKLIST
Outlines all final tasks after the buyer receives the keys such as escrow releases, developer compliance deposit release, project closeout, sending thank-you gifts, archiving plans, and ensuring all systems are wrapped up cleanly.
CLOSING DAY NOTIFICATION
A ready-to-send message template to notify clients that their home is officially closing. This document helps set expectations for the final steps, communicates key details like timing and next actions, and reinforces professionalism during the final handoff.