A subcontractor prequalification and compliance checklist for residential builders: licenses, COIs, W-9s, subcontracts, lien waivers and expiration tracking.
A pre-submission checklist for custom home pay applications: matched invoices, lien releases, approved changes, honest percent complete and clean math.
How to price a change order fairly on a custom home: direct cost, markup, overhead, admin time and schedule impact, for fixed-price and cost-plus work.
How to coordinate subcontractors on a custom home: confirmations, a two-week look-ahead schedule, change notifications and clear ownership so trades show up.
Actual costs alone can hide an overrun. Track six numbers by cost code, through projected final cost, to see where a custom home budget is really heading.
How many subcontractor bids should you get, and how do you choose beyond price? A practical guide with a weighted scoring example for custom home builders.
Retainage is a share of each payment held back until the work is complete. Learn typical rates, when it’s released and how to track it on a custom home.
How to run an OAC meeting on a custom home: a standing agenda, owners and due dates for every open item, carry-forward items and minutes the whole team uses.
A step-by-step custom home punch list process (walkthrough, categorize, assign, verify, sign-off) and a checklist to close out without a never-ending list.
Not every cost adjustment is a change order. Learn the five types of cost change on a custom home and the right way to document and authorize each one.
What a construction allowance is, why allowances cause budget fights, how to set realistic amounts and how to show homeowners running allowance balances.
A step-by-step bid process for residential builders: write a clear scope, send one RFP to every sub, level the bids line by line and award with confidence.
How to build a residential construction schedule: phase sequencing, lead times, buffer, selection deadlines, and a sample custom home timeline by phase.
Cost-plus vs. fixed-price contracts for residential builders: how risk, transparency, admin work and client trust differ, and how to track the budget for each.
Learn how to manage homeowner expectations during a custom build with proven communication strategies that prevent disputes and keep projects on track.
Learn how to collect and track lien releases from subs and suppliers on every job, so you never close out a project with an unresolved lien hanging over it.