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Follows a typical process for custom subcontracting in the woodworking industry. |
PRE-CONTRACT STAGE = Invitation to bid (ITB)
Drawings
Takeoff (requires product data and custom formulas, option to use Bluebeam Revu)
Labor budget (requires departments and wage scales)
Materials budget (requires materials data)
Estimate
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CONTRACT STAGE = Continues until closeout
Project management
Request for information (RFI)
Transmittals
Change orders
Invoicing (requires integration with accounting software)
Budget vs Actual reports
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Design and specify products: (requires integration with engineering software)
Schedule work: Project schedule (requires employee data)
Request materials: Materials Request (MR) (requires materials data)
Order materials: Purchase Order (PO) (requires integration with accounting software)
Receive materials:Inventory / Stock
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PRODUCTION PHASE =
Release jobs: Work Order (WO)
Release shop drawings:
Release materials: Pick Ticket
Track labor:Time clock
Track progress: Timeline, Reports, Dashboard
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COMPLETION =
Shipping: Manifest
Installation:
Accounting: Invoice, payment, Reports
Closeout > archive
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