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Agreements & approvals

Keep the plan and the decisions together.

Clear project documents give everyone a common starting point. Here is how the planning scope, construction proposal, drawings, selections and changes connect through your project.

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Photography: K O / Unsplash.

Agreements & approvals

A clear purpose for each document.

Your project package records the work, responsibilities, pricing and approvals for the phase ahead. We walk through questions before you sign so the next step is understood.

Planning authorization

The signed pre-agreement defines project-development services, deliverables, responsibilities and fees. It authorizes that planning assignment; construction is authorized separately.

Construction proposal and agreement

Bring the construction scope, pricing basis, responsibilities, payment milestones and project terms together.

Plans and selections

Identify the current drawings, specifications and approved products the team will use.

Changes and closeout

Record approved scope adjustments and their effects, followed by walkthrough items, inspections and relevant product and project records.

One project record

Make decisions where the team can use them.

Buildertrend keeps routine messages, photos, schedules and approvals connected. Bring proposed changes to the project manager so the effects on related work, cost and timing can be reviewed before the work changes.

Keep the signed project package and current revisions together. The documents provided for your project explain its terms, formal notice requirements and applicable coverage.

A useful starting point

Understanding your project records.

What should I review before signing?

Check the property, scope, pricing basis, payment milestones, responsibilities and working-window assumptions. Review the included attachments and ask about anything still estimated or undecided.

Where are approved changes recorded?

The project’s change records describe the adjustment, supporting information and cost or schedule effects. Keep those approvals with the current project documents.

What information comes at closeout?

The handoff brings together relevant inspection information, remaining-item status, product information and applicable coverage records for the completed scope.

A useful first conversation

Understand the next authorization.

Tell us whether you are preparing for planning, construction or a change. We will explain the scope, approvals and project records that belong to that phase. Book a 30-minute Google Meet consultation on an available Friday.

Start with a conversation.

Start by telling us about your project. If the next step involves investigation, detailed estimating or planning, we define the services and fees in a signed pre-agreement before that work begins.

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