Requirements checklist
What to ask for when choosing software for remodelling contractors.
A checklist built from how remodelling contractors work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Consultations and estimates
- Selections and allowances
- Contracts and change orders
- Trade and project schedule
- Purchase orders and deliveries
- Daily logs and site photographs
- Draws, invoices and job costing
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For estimators and the office
- For project managers
- For trades and subcontractors
- For homeowners
Reports to ask for
Ask to see each one with your own sample data.
- Enquiries and proposals open, won and lost
- Change orders by status and value
- Allowances used against each project
- Actual cost against estimate by project and trade
- Deliveries late or damaged
- Draws raised, retainage held and amounts received
- Punch list items open by project
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Accounting software export
- Payment gateway
- Calendar sync
Questions for any vendor
Put these to every supplier you are comparing.
- Can estimates carry allowances for undecided items?
- How are change orders handled?
- Can we book trades into a schedule?
- Does it track supplier deliveries?
- Can homeowners log in?
- Does it produce drawings?
- Can open projects be moved in?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Change orders live in text messages
- Selections run late
- Allowances are spent without a running total
- Trades collide in the same room
- Costs and billing separate
Prefer to talk it through? See the remodelling contractors page.