New Design Project Orientation

Responsibility:

  • The Lead Designer and Drafter/Design Coordinator are responsible for ensuring a smooth orientation and understanding of the new design project.

  • The Lead Designer oversees the project review and initial client outreach.

Timing:

  • The orientation should be conducted as soon as a new design project is assigned to a drafter/design coordinator.

Procedures

Cover Project Overview with Lead Designer:

Review Client Info and Scope of Work on BuilderTrend:

  1. Select Job from Job List:

    • Navigate to the job list in BuilderTrend.

  2. Select ‘i’ (Information Icon) to View Job Details:

    • Click on the information icon to access detailed job information.

  3. Select the Job Tab and Scroll Down to Internal Notes for Project Overview:

    • Review the internal notes section for a comprehensive project overview.

  4. Select the Owner Tab to Access Owner Information:

    • Access and review owner information to understand client details.

Initiate Client Outreach:

  1. Introduction of Who You Are:

    • Introduce yourself to the client, explaining your role in the project.

  2. What We Will Be Measuring and the Data We Will Need to Get:

    • Inform the client about the specific measurements and data required for the project.

  3. Areas to Clear or Allow Access to Measure:

    • Request the client to clear specific areas or allow access for measurement.

  4. Date and Time of Appointment:

    • Schedule the date and time for the site visit appointment.

  5. Provide Follow-Up on the Day of the Appointment:

    • Follow up with the client at least one hour prior to the site visit to confirm the appointment.