SAMPLE PROJECT RECORDS

See the work behind the commitment.

See how scope, decisions, materials, and payments come together in a project record. Illustrative examples.

SIX RECORDS · ONE KITCHEN

From the first bid

to the released payment.

Illustrative records demonstrate scope review, design approval, material planning, communication, verification, and payment authorization.

01 / COMPLETE SCOPE

Find the gap before accepting the bid.

A kitchen bid includes countertops but does not assign templating, removal of the old surface, or disposal.

Who takes the next step

The GC or estimator reconciles the bid with the drawings and specifications. The homeowner reviews the complete price before accepting.

The decision

Clarify who performs each item and include it in the revised scope. An incomplete bid is not ready to accept.

Open question · revised scope required

SAMPLE RECORD

Scope review · SR-01

COUNTERTOP SUPPLY AND INSTALLATION

Included in the example bid

TEMPLATING, REMOVAL AND DISPOSAL

Not assigned in the example bid

REQUIRED RECORD

Revised scope with inclusions, exclusions and responsible trade

NEXT APPROVAL

Homeowner review of the complete scope and price

01 / COMPLETE SCOPE

Find the gap before accepting the bid.

A kitchen bid includes countertops but does not assign templating, removal of the old surface, or disposal.

Who takes the next step

The GC or estimator reconciles the bid with the drawings and specifications. The homeowner reviews the complete price before accepting.

The decision

Clarify who performs each item and include it in the revised scope. An incomplete bid is not ready to accept.

Open question · revised scope required

SAMPLE RECORD

Scope review · SR-01

COUNTERTOP SUPPLY AND INSTALLATION

Included in the example bid

TEMPLATING, REMOVAL AND DISPOSAL

Not assigned in the example bid

REQUIRED RECORD

Revised scope with inclusions, exclusions and responsible trade

NEXT APPROVAL

Homeowner review of the complete scope and price

02 / DESIGN AUTHORITY

Resolve the conflict. Preserve the design.

02 / DESIGN AUTHORITY

Resolve the conflict. Preserve the design.

03 / MATERIAL READINESS

Plan the order before booking the trade.

03 / MATERIAL READINESS

Plan the order before booking the trade.

04 / DAILY COMMUNICATION

Know what happened. Know what is next.

04 / DAILY COMMUNICATION

Know what happened. Know what is next.

05 / COMPLETED-WORK CHECK

Check the detail against the agreed standard.

05 / COMPLETED-WORK CHECK

Check the detail against the agreed standard.

06 / PAYMENT AUTHORIZATION

A passed check is one part of the decision.

06 / PAYMENT AUTHORIZATION

A passed check is one part of the decision.

The project scenarios and sample records are illustrative. They explain the PriceLock approach and are not customer results or live product screens.

From design to done.

See what your bid should mean.

Explore the price, the finish date, and the decisions that keep a renovation accountable.

HOMEOWNERS →

DESIGNERS & ARCHITECTS →

CONTRACTORS →

REALTORS →

START A PROJECT