Write the request once
The request prints six sections. You write the property, the scope and the date for answers. The insurance you require prints on its face.
It prints and it downloads, so the copy in the owner’s file and the copy a company prices from are the same sheet.
- The property and the unit
- Which property, which unit, and how to get in. One unit per request.
- Scope of work
- What you want done, in your own words.
- Services requested
- The trade, so only companies cleared for it can answer.
- Insurance requirements
- The insurance you require, printed on the request itself.
- Submission
- The date answers are due, set from the move-in rather than from today.
- Attachments
- The walk photographs and the last invoice for the same unit.
The move-in date decides the rest
The move-in is the one date on the turn that somebody else owns. It is what rent-ready means at this property, and everything else is arranged behind it.
Set the date for answers too close to the move-in and you have made an auction where the only variable is who is free. That is how a turn gets expensive.
- The move-in is fixedIt is the date that cannot move.
- The work finishesThe paint is dry and the unit is walked.
- Answers are dueFar enough back to read them and award.
- You publish todayThe request goes out the afternoon the unit comes back.
Priced answers, side by side
Verified companies in the trade read the request. A painting company has already cleared General liability before it may answer you, so its proposal lands in your account instead of across four inboxes.
Each vendor sees only its own proposal. The number you get is the company’s own price.
- The price
- Each line your request listed, in the company’s own figures.
- The scope answered
- In the company’s own words about how it would work.
- When they can start
- So you compare the finish date, not only the price.
What the property keeps
You award it, the work happens, and the whole thing files itself under the property. The next request on the same unit starts from a known property instead of a blank one.
When the owner asks what happened in March, March is on the schedule and each visit carries the record the crew filed. When your bookkeeper asks for the month, run the export in the shape their software imports: Detailed CSV, General journal CSV (double-entry), QuickBooks Online CSV, QuickBooks Desktop IIF, Xero CSV.
- The request
- As published, with its date.
- Every proposal that answered it
- Won or not.
- The award and the contract
- Both kept.
- The visit record and the invoice
- Filed as they happen.
