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When we give templates

here is a

Template of the Day:

Detail Page

Here, you’ll enter your key information, add blueprints, permits, and even before photos. Everything stays in one place — simple, shareable, and easy to update

Objective of the Detail Page:

  • Use it to reduce emails and discussions between the architect and client during the design phase.

  • Use it in the contracts as Exhibit A so you know it covers everything on there.

  • Distribute this document to all subcontractors and suppliers to help finalize it.

  • Establish complete clarity on what is being done between the contractor and homeowner before the job starts.

  • Homeowners and Builders can take several months to build, ensuring accuracy to avoid wasting money.

  • The Project Manager receives this tool during the project to assist with monitoring Change Orders.

When we give templates

here is a

Template of the Day:

Detail Page

Here, you’ll enter your key information, add blueprints, permits, and even before photos. Everything stays in one place — simple, shareable, and easy to update

Objective of the Detail Page:

  • Use it to reduce emails and discussions between the architect and client during the design phase.

  • Use it in the contracts as Exhibit A so you know it covers everything on there.

  • Distribute this document to all subcontractors and suppliers to help finalize it.

  • Establish complete clarity on what is being done between the contractor and homeowner before the job starts.

  • Homeowners and Builders can take several months to build, ensuring accuracy to avoid wasting money.

  • The Project Manager receives this tool during the project to assist with monitoring Change Orders.

Detail Page

First Task: Project Setup

Add basic information:

  • Step 1: Add Basic Information

    • Homeowner Name

    • Project Address

    • Expected Start Date

    Step 2: Upload Design Files


    Attach any files that will help your team understand your project:

    • Blueprints

    • Civil Plans

    • Structural or Engineering Drawings

    • Design Concepts or Renderings (if available)

    Step 3: Add Before Picture


    Upload clear photos of the property or existing structure.
    These help prevent unnecessary site visits and give subcontractors an early visual reference.

    Step 4: Write a Short Introduction


    Provide a short paragraph explaining what’s most important to you in this build (style, priorities, challenges, etc.)

    Step 5: Customize Construction Topics


    Add or remove subjects that apply to your project — for example:

    • Foundation & Framing

    • Electrical & Plumbing

    • Interior Finishes

    • Landscaping

    • Smart Home Systems

Money Saving Tip of the Day

Utility Rebates & Energy Programs

Local utilities such as Puget Sound Energy (PSE), Snohomish PUD, and others offer valuable rebates and incentives for energy-efficient upgrades.

Available Rebates May Include:

  • High-efficiency HVAC systems

  • Smart thermostats

  • Heat pump water heaters

  • Insulation and window upgrades

  • Solar panel installations (net metering credits available)

Start your research here:

PSE Rebates & Offers

SnoPUD Energy Rebates

Thank you for completing

the first session!

Every great project starts with clarity, and you’ve just taken the first step.

If you’d like help turning your answers into a real plan, our team at The Contractor Checklist can walk you through every phase of the process with expert guidance, templates, and personalized support.

What is in the Homeowner Master Class?

Start Session 3 @

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