Briarwood Kitchen + Bath

Walk the Job: Briarwood Kitchen + Bath

Avery is preparing for a kitchen and primary bath remodel. The contractor needs a clear scope, organized decisions, and a homeowner who understands what happens next.

The story: Avery asks, “Could we choose the Natural cabinets instead of Warm White?” That one question will carry you through eight areas of JobTread.

Walk it with Melissa Moore
Certified JobTread Implementation Partner

Customer names, prices and dates on this job are samples.

What this job will teach you

Why the contractor starts with the proposal baseline
How selections, change orders and purchase orders connect
How the schedule shows who acts next
How to keep the homeowner informed without exposing internal costs

Who this is for

Contractors who want to see how JobTread connects selections, pricing, approvals, purchasing, scheduling and homeowner communication on one job.

Each step tells you where to go in JobTread, what you are looking at, what to do, and who acts next. Screenshots enlarge when you tap them.

Start here

Open Documents and read the proposal.

Then follow Avery’s cabinet question through the steps below. The numbered markers in each screenshot match the captions.

Listen first

About 2 minutes. Melissa walks through Avery’s cabinet question before you open the screenshots.

1Step 1

Establish the proposal baseline

JobTread: Documents

Avery has asked a question, and the answer starts with what Avery already bought. Before anyone prices a change, the contractor opens the proposal and confirms what is included.

Proposal line for cabinetry and installation showing $23,647.62 — Contractor viewDocuments, Proposal BRI-001-10. The line reads: Warm White cabinet package $20,714.29 plus installation $2,933.33.

Warm White package$20,714.29

Installation, separate$2,933.33

Proposal line$23,647.62

What the contractor does next

Open the proposal and read the cabinet line.
Separate the cabinet package from installation.
Check that the selection prices match the proposal.

Before you move forward

The baseline package and price are confirmed.
Installation is identified as its own amount.

Melissa’s implementation noteA change is only as accurate as the baseline it is measured against. Confirm what is included before you quote the difference.

2Step 2

Give Avery a clear starting point

JobTread: Messages

Avery should never wonder where to begin. A pinned welcome message in Messages points to the plans, the decisions, the deadlines and who to ask.

Pinned START HERE message in Messages addressed to Avery — Contractor viewMessages, pinned welcome: Review the plans, complete the plan review form by October 26, then work through selections.

What the contractor does next

Pin one welcome message per job.
List plans, forms, selections and deadlines in the order Avery should act.
Say what has not started yet.

Before you move forward

Every decision has a date and an owner.
Avery knows how to ask a question.

Melissa’s implementation noteEvery customer decision needs a clear next step for the team.

3Step 3

Compare the cabinet choices

JobTread: Selections

This is where Avery’s question lives. Three cabinet finishes, shown with photos, clear prices and a due date, let Avery decide with the facts in front of them.

Selections page comparing Warm White, Natural and Midnight cabinets with prices — Contractor viewSelections, Kitchen | Cabinets. Marker 1: the Natural option at $22,571.43. Marker 2: the decision is due Tuesday, October 27.

Warm White$20,714.29

Natural$22,571.43

Difference$1,857.14

What the contractor does next

Show every option with a photo and a price.
Set a due date that gives purchasing time.
Tell Avery what happens after the choice is made.

Before you move forward

Photos, pricing and the due date are visible together.
The price difference matches the proposal baseline.

4Step 4

Document the difference

JobTread: Change Order

Avery chooses Natural. The difference is real money and possibly time, so it goes into a change order that states the scope, the price and the approval needed.

Change order details showing baseline, alternative and difference — Contractor viewChange Order BRI-001-11. Markers: 1 baseline $20,714.29, 2 alternative $22,571.43, 3 difference of $1,857.14.

What the contractor does next

Write the baseline, the alternative and the difference.
Note any effect on schedule.
Send it to Avery for approval.

Before you move forward

Scope, price and schedule effect are stated.
Written approval exists before anything is ordered.

About this jobThe live Briarwood job is in preconstruction, and its proposal, change order and purchase order are drafts. The later-stage steps below show how the workflow runs once work begins. No approvals, orders or construction have taken place.

5Step 5

Prepare the verified order

JobTread: Purchase Order

An approved finish is not yet an order. The purchase order holds until the details are verified. With this role, the homeowner doesn’t see supplier costing. Check Preview as User.

Purchase order details with contractor checklist — Contractor viewPurchase Order BRI-001-12, held. The contractor confirms homeowner approval, final layout, sizes, hardware inclusions, supplier quote, freight, lead time and delivery.

What the contractor does next

Verify finish, layout, quantities and supplier details.
Assign a procurement owner.
Release only after approval and supplier acknowledgment are documented.

Before you move forward

The order matches the approved change order.
Delivery and site readiness are confirmed.

Melissa’s implementation noteAn approved finish still needs verified product details before purchasing.

6Step 6

Connect decisions to the work

JobTread: Schedule

Decisions have dates, and those dates hold up the work behind them. The schedule shows who owns each step and when.

Schedule listing preconstruction tasks with dates and assignees — Contractor viewSchedule, 01 | Preconstruction and Selections. Marker 1: Release 1 Selections is due Tuesday, October 27. Marker 2: assignees on each task.

What the contractor does next

Tie each decision date to the task it releases.
Assign every task to a person.
Add delivery and installation readiness checks.

Before you move forward

Decision dates come before order dates.
Nothing is scheduled that depends on an open decision.

7Step 7

Keep Avery informed

JobTread: Messages and Daily Logs

Once work starts, Messages and Daily Logs carry the story. A useful update says what happened, what comes next, and whether Avery needs to act.

Sample updateCabinet delivery
Done: Your Natural cabinets are confirmed with the supplier. Next: Delivery is scheduled for the week of December 7 and we will confirm the day. Your action: None right now. This is an illustration of a message the team might send. It has not been sent.

What the contractor does next

Write the update in plain language.
Say whether the homeowner needs to act.
Log blockers the day they appear.

Before you move forward

The update names what happened and what comes next.
Internal costs are not in the homeowner message.

Melissa’s implementation noteA useful update explains what happened, what comes next, and whether the customer needs to act.

8Step 8

Verify and hand over

JobTread: Closeout

Closeout is a set of verified corrections and clear paperwork. It protects the customer and the contractor.

Sample punch itemDrawer base B03
Issue: drawer front sits proud of its neighbor. Fix: adjust and re-hang. Evidence: photo after correction. Status: verified by the lead. This is an illustration, not a real record.

What the contractor does next

Record each correction with a photo.
Verify before marking complete.
Hand over care information and warranty instructions.

Before you move forward

Every punch item is verified.
The homeowner has care and warranty steps.

Resources

The homeowner link opens the customer experience. The walkthrough guide teaches the contractor workflow, step by step, with the same screenshots.

Open the Homeowner Demo Open the Walkthrough Guide

How this applies to your business

Whatever you build, the pattern is the same: confirm the baseline, give the customer a dated decision, document the change, verify before you buy, schedule around decisions, and tell the customer what happens next. Your trades and products will differ. The connections between the steps will not.

Keep walking

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Let’s build a JobTread workflow your business can actually run.

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Melissa Moore, Certified JobTread Implementation Partner