Construction Requests Management

Template

Pipefy’s Construction Requests Management Template helps you organize your construction demands and facilitate the communication with your clients. From request to construction, it can control and ensure the transparency within the stages of your work

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Requester

  • 2. Phone

  • 3. Email

  • 4. Construction type

    • Agricultural
    • Residential
    • Commercial
    • Institutional
    • Industrial
    • Heavy civil
    • Environmental
  • 5. Description

  • 6. Estimated budget

  • 7. Attachments

Backlog

  • 1. Assignee

  • 2. Has all necessary information been submitted?

    • Yes
    • No
  • 3. Comments

Qualification

  • 1. Assignee

  • 2. Checklist

    • Review all submitted informations
    • Contact the requester
    • Understand the demand
    • Gather all needed info to make a price proposal
  • 3. Comments

  • 4. Attachments

Proposal

  • 1. Assignee

  • 2. Checklist

    • Make a proposal.
  • 3. How much will it cost to the client?

  • 4. Attach here the proposal.

Negotiation

  • 1. Assignee

  • 2. Did the client accept the proposal?

    • Yes
    • No
  • 3. Details of the negotiation

  • 4. Status

    • Ready

Validation

  • 1. Assignee

  • 2. Workforce

    • Outsourced
    • Hire
  • 3. Estimated number of workers

  • 4. Construction start date

  • 5. Estimated delivery date

  • 6. Is it ready for construction?

    • Yes
    • No

Construction

  • 1. Assignee

  • 2. Status

    • Job is done!
  • 3. Was it delivered on time?

    • Yes
    • No
  • 4. Date of delivery

Done

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