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RAMP with CoConstruct

Looking to ramp into CoConstruct quickly?  Looking to build out this great tool as an integral part of your business?

Use the resources below plus the attached checklists to get started!

Build an Estimate
Build a Schedule
Build a Proposal
Financials 2.0 - Beyond the Basics

BUILD AN ESTIMATE

Take an existing or past project from its current process and transfer it into CoConstruct.  Leverage CoConstruct's estimate to price out and define any project's scope. 

Need to account for markups/margins/taxes or looking to leverage other great estimating tools?

Once you've set up your estimate in CoConstruct, make a copy of it for your template library.  Reuse your hard-won work on future projects.

BUILD A SCHEDULE

Take an existing or past project's schedule from its current process and transfer it into CoConstruct.  Use the Gantt or Task View of the schedule to:

  1. Build a list of tasks
  2. Define task duration/length
  3. Create a cohesive work flow and connect tasks together
  4. Assign work to trade partners and team members with notes and files for reference
  5. Publish!

Building schedules in CoConstruct is a snap!  Simply follow the steps above using these resources:

Once you've set up your schedule in CoConstruct, make a copy of it for your template library.  Reuse your hard-won work on future projects to make scheduling that much quicker and easier.

BUILD A PROPOSAL

Combined with the work on transferring your current estimate to CoConstruct entails bringing over descriptions and scope of work.  Together these pieces create the foundation of a project's proposal.  First focus on building out Specifications and Selections:

With the scope of work and any selections put together, look at preparing a proposal for your client:

FINANCIALS 2.0 - BEYOND THE BASICS

With the basics under your belt, take advantage of some of the other great financial tools built as part of the CoConstruct financial suite.

To Request Quotes from Trade Partners

To Bill/Invoice Your Clients

To Finalize Price & Terms with Trade Partners

To Capture Changes to Project Scope/Price

To Track Your Budget

To Integrate with Your Accounting Software

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