In episode 1 of this series, Brent showed us how he uses Groundplan to keep his project organised.
In episode 2, Brent reveals how he manages project revisions to help project managers understand the project’s history.
A dedicated walk-through stage
Once Brent has completed his initial takeoff, plans are provided to the field, ready for client feedback and reviews.
Additions and changes nearly always arise with a walkthrough.
After the initial quote, Brent creates a Stage specifically for the walk-through.
This creates a clear audit trail.
“So now this is called Walkthrough with a date,” Brent explains. “So it’s all trackable.”
Check out Brent's colour-coded approach that makes it difficult to miss changes.
If questions arise later, the team can clearly see what was originally quoted and what changed during the walkthrough process.
The original quote remains one colour while walkthrough changes are marked in another.
“It stands out to us. What's the extras and what was originally included.”
At a glance, project managers can identify additions and removals. Installers can immediately see what has changed. There is no need to compare multiple drawings side by side or work through pages of notes.
The updates are visually obvious.
Revisions becoming construction plans
Once the client has finalised their decisions, Brent begins cleaning up the document, ready for handover to the team on-site.
“I’ll put a note for example to replace downlight with pendant, just to help them a bit more,” says Brent.
The plan gets cleaned up into a well-presented document containing only the agreed-upon items. The final stages of this process is discussed in episode 3 of this series as Brent shows us the benefits of features such as Length Labelling.
In episode 3, we’ll look at a plan as it matures, becoming a complete construction document that delivers value long after the quote has been won.
Thankyou to Modern Vision
We’d like to thank Brent from Modern Vision Contractors for his time and for sharing his expertise.
