Hand-off to Production Board Trello Board

Scientific Remodeling System

Hand-off to Production Board Trello Board

View video below… 

Before you begin, click here to set up your own free Trello account.

In this video you’ll discover how to use the Hand-off to Production Phase board of the Trello Project Management System.

In the previous Trello article, you discovered how to use the Design Phase board, adding the contact information, going over checklists to make design process easy for you, and enjoyable for the client. The Product Selection list contains all of the products that the client chose, including the vendor’s contact info.

Creating an organization for each project allows you to compartmentalize the information you need to manage your project. I’ll be showing you how to use each of the typical boards within the Organization (henceforth called project).

Each project will have 6 boards in it:

  1. Design Phase
  2. Hand-off to Production
  3. Rough-in Phase
  4. Trim-out Phase
  5. Wrap-up Phase
  6. Post-Project Phase

Trello-post-image 6This board called Hand-off to Production, holds the contact information of the client (moved from the Design Phase>Contact Info) and all of the contracts for the project. Purchase orders, products selected, plans and other relevant documents that Production will need are attached to cards here. Please follow the copy instructions above for a nice clean copy experience. 

Most of the boards, which I will be sharing with Free and Premium Members, will have actual contract forms and checklist links, such as Design Retainer Agreements, a fillable PDF Lead Sheet, Proposal contract, Pre-Construction Conference form, Pre-Construction Conference contract, Subcontractor Agreements, Purchase Orders, etc. In all fairness, most of these will only be available to Premium Members. The cool part of this is that the forms and contracts are actually linked in the cards themselves, so you’ll always have access to a fresh copy for your own use.

Premium and Intermediate members can copy this board. Click here if you are a Premium Member. Click here if you are an Intermediate Member. Please follow the Copy instructions on the page.

If you are not already a Premium Member, do yourself and your company a big favor and join SRS today as a Premium Member. The advantages far outweigh the cost of the membership. Plus it’s risk-free. The value you’ll receive is priceless.


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