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Trim-Out Phase Trello Board

Scientific Remodeling System

Trim-Out Phase Trello Board

Before you begin, click here to set up your own free Trello account. In the Trello Project Management System For Remodelers, each project is an Organization in Trello. This allows you to compartmentalize the information you need to manage your projects. I’ll be showing you how to use each of the typical boards within the Organization (henceforth called project). In this video you’ll discover how to use the Trim-Out Phase board of the Trello Project Management System. In the previous Trello article, you discovered how to use the Rough-in Phase board.

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 8This board called the Trim-Out Phase board is almost identical to the Rough-in board, except for a few modifications. The objective of this board is collect all of the work orders of the trades that will be performing the trim-out or finishing items on the project. As each trade is needed, their card is moved to either Happening This Week or Happening Today. This is a simple and very visual way to see where you are on your project, and who is next in line to perform their part in the trim-out. When all Final Inspections are checked off, the trim-out is finished and all that is left is to finish the punch-out list (you’ll see that in the next board – the Wrap-Up Phase board).

Watch the video below to see how the Work Orders are moved from Rough-in to Trim-out boards.

Most of the boards, which I will be sharing with Intermediate 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, Request for Quotes forms, Work Order forms, 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 Members can copy this board. Click here if you are a Premium Member.


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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