What a turn asks for
Paint, cleaning and pest control use the same insurance check. A turn that needs two of them goes out as one request, and the address is enough to publish it.
A pest control company shows a pest license on top of its insurance. Painting shows nothing extra, because most states license a painting contractor under a general contractor’s license or do not license one at all.
| Trade | Before it may propose |
|---|---|
| Porter | Background check · General liability |
| Pest control | General liability · Pest control license |
| Painting | General liability |
What goes on the request
The property and the unit. What you want done, in your own words or in the scope your owner already wrote. The trades it covers, so only companies cleared for them can answer.
The insurance you require prints on the request itself, so nobody prices work they could not be awarded.
- The unit
- Property, unit and access.
- The work
- Paint, clean, treat: in your words.
- The trades
- Only companies cleared for them can answer.
- The insurance
- Your minimums, printed on the request.
Priced proposals, in the order they were sent
A turn is decided on price, on when a company can start, and on what you already know about the last unit they did. The first two are on the page in front of you.
A company short of a limit you made mandatory is stopped when it tries to send you an answer, and told the shortfall in dollars. You never spend an afternoon on a proposal you could not have awarded.
- PublishThe afternoon the unit comes back.
- Proposals inEach prices the lines you asked for.
- ComparePrice and start date, side by side.
- AwardThe contract is yours, directly with the company.
The turn files itself under the unit
The next turn at the same unit starts with the last one in front of you: who did it, what they charged, and the certificate on file with the date it runs out.
The invoice is under the unit with the company’s own line items, and sales tax on a line of its own. When your bookkeeper asks for the month, pick the period and the shape: Detailed CSV, General journal CSV (double-entry), QuickBooks Online CSV, QuickBooks Desktop IIF, Xero CSV.
- The request you published
- And the proposal that won.
- The certificate on file
- With the date it runs out.
- The visit record
- Filed as the work finished.
- What they charged
- Line by line, their figures.
