kathleen.anderson
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kathleen.andersonParticipantThe review will be recorded this weekend, so look for the content upload early next week. xx
kathleen.andersonParticipantHi~ Thank you for your patience. I was able to actually RECORD the bonus content over the weekend, and I’m sure it’s going to be posted soon. I know there was a lot going on in LuU this week, and the covid recovery is no joke, so appreciate all of the support and patience. xx
kathleen.andersonParticipantHi there~
Great question! So if client A and client B are the same person, but have separate client profiles in QB, here is what to do:
-go into the client B’s profile
-re-name client B the EXACT same name as client A
-quickbooks will give you a warning “it looks like client A is already an existing client”,
-click through the warning
-client A and client B should now be combined!Let me know if this helps!
xx
kathleen.andersonParticipantHi~
On small remodels, I will provide a design-based electrical plan, but will always add an asterisk and note that the project is to be built to code and lean on the electrician to help own this. The electricians are in the field dealing with inspectors day in and day out and have a good idea of what to look for. Of course I like to try to also have my plans to code, but I just don’t want to own this responsibilty or liability.
See you next week!
kathleen.andersonParticipantAs far as project management, I use a very simply system within the Google drive.
I have a master spreadsheet with all open projects listed on the first page. This page has target delivery dates, and information about status, and a link to the project information (stored in a client folder in google drive).
The second page of this spreadsheet is a checklist of item 1, 2, and 4 (from above) along with target time budgets for each of the tasks, and task owner on my team.
Page 3 of this spreadsheet is a list of item 3 (from above) for easy access.I have a folder in google drive called clients. Each of my active clients has a sub folder in the “clients” folder. It has a copy of the most recent version of any active documents, this way my team can pass back and forth without a lapse. I also have a quick reference if I ever have any questions.
We can take a quick peek at this tomorrow if it is helpful.
kathleen.andersonParticipantHi there~
Excellent questions, and great job on uploading your homework! At the end of the class, my goal is for each designer to have the following items:
1-a checklist for a standard project with all of the design tasks listed out (I prefer to do this by trade so that I can estimate the time I will spend on selections)
2-a client facing deliverables check list
3-a detailed electrical and plumbing plan checklist
4-a list of standard construction administration walksI regularly refer back to items 1,2, and 4 when pricing projects my own projects, and want you all to have this ready to access the next time you are pricing a project and putting together a proposal.
Item 3 is just a checklist for you or your team to use as a double check before your plans go out the door. Just like a pilot or a doctor, having these premade lists just make a last min check a snap and you can rest easy knowing you didn’t forget something.
We can discuss more in class tomorrow!
xx
Kat
kathleen.andersonParticipant@celine.joudrier
We will start with homework at the beginning of next class!xx
kathleen.andersonParticipant@celine.joudrier You’re welcome!
The spec book is created by my team in google sheets and exported as a PDF for the client and build team. The build team does not update or modify our spec book.Regaurding electrical mark-ups; my solution depends on the scope of the job. If an electrical engineer or achitect’s stamp is needed, I collaborate with those professionals to make sure my suggestions are incorporated into a properly stamped set of drawings. If the job is small enough that I feel comfortable letting the build team work off of a mark-up set, I will just add a note *all construction to be per local code* somewhere on the doccument.
We will talk more millwork details later on in the course!
xx
kathleen.andersonParticipant@trisha.coffman let me know if you feel like we covered your questions in class today. xx
kathleen.andersonParticipant@celine.joudrier I think the design book that I was refering too is a final copy of all of the specifications that I compile into a spreadsheet for each project. My team uses google sheets to create a spreasheet with a page for each of the following:
-plumbing
-lighting
-hardware/accessories
-countertops
-tile
-interior paint
-misc (hardwood flooring, millwork profiles, etc)The builder gets a copy of this, and should be able to refer back to it as a sort of project bible thorughout the project. As things are updated, the book is updated and resent with a date.
I think we walked through your other questions in class today. Let me know if you would like more detail on any items.
xx
kathleen.andersonParticipant@judi.lee-carr I walk through a Ferguson a couple of times a year, just to put my eyes on the product there. I try really hard not to make this a regular practice as even though they are owned by the same company, I don’t feel like it’s fair to the sales people to shop the local store and send my business to the national company. If I have a client that needs a lot of hands on showroom visit, I would try to have them purchase through the showroom. I want to be positive to the industry and not ever treat people differently than how I would like to be treated.
Happy to dive into any specific question on the lighting plan! Let me know what you all are interested in!
xx
kathleen.andersonParticipant@lacy.strelec I’m SO excited for your Costa Rica project. It sounds absolutely AMAZING, and I’m so happy you’re here! I’ll answer your q’s in order below:
1-I love Tommy at Nice Moves. In my opinion, he’s the best reciever in ATX. A word of exerience tho, using a reciever for construction materials can get SUPER expensive as they do charge a fee for each box recieved and inspected. For a project in CR, might do some additional digging to see if I could find a vendor that would ship directly.
2-Let me know if you have a specific q on the circa lighting plan. Happy to dig in as deep as we can.
3-Since I know you’re in ATX at least part time, I use:
Ashley at Circa 512-952-8544
Robby Delgardo at Build.com robby.delgardo@build.com (800) 471-4956 ext. 9835
Rob Nance for Curry (he is the Tennessee Rep. I order from him using my TN business license. He cannot typically order for Texas.) wrnance1@gmail.comkathleen.andersonParticipantHi~
I’m super bummed to learn bluebeam revu is phasing out for Mac. As a fellow Mac lover, I will be on the hunt for a different solution. In the mean time, I’m very glad my lead designer loves her PC. The Bluebeam app reviews are bad to quite bad. If someone in the class has an ipad and is able to download the app and play around with it, I’d love to hear about the experience.
My project managment is google drive at this point using a combination of spreadsheets. I have played around with Ivy, and Studio Designer–both had some great perks for furniture specification, ordering, and order managment; but in the end I love simplicity and reverted back to spreadsheets and always quickbooks. IF I did more furnishings projects, I might pursue one of these softwares more rigorously becuase they do have some beautiful customer facing documents.
For selection, I consider any work relating to the construction as design for construciton, and any furnishings as furnishings design. Of course there i always some overlap with things like wallpaper and window treatments. I put these in whichever bucket makes sense for the particular project.
xxkathleen.andersonParticipantHi Judi~
Great questions! Inspections will vary by location, but typically there is a foundation inspecation, a rough-in inspection for each trade (plumbing, electrical, structural), a final inspection for each trade, and a final certificate of occupancy.
Timeline absolutely varies by scope. We can dive more into this in class, and I will share a construction timeline put together by a really organized contractor. We will talk about ordering in class as well!
Have a great Monday!
xx
Katkathleen.andersonParticipantGreat job! Thank you so much for all of your particiapation in class yesterday. I so enjoyed having every single person in this class.
xx
Kat
My email address is: kathleen@materialdsgn.com please don’t hesitate to reach out if I can help in any way =)
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