Website
AV & Events and Restoration — both divisions, one site.
→Pipeline Tracker
Kanban board for leads and jobs, both businesses.
Fillable PDFs used with clients — intake through signed agreement.
Client Intake Form
Contact info, property details, and what's concerning the client — first touchpoint.
Open PDF →Estimate / Proposal
Line-item pricing, totals, terms, and a client acceptance signature.
Open PDF →Service Agreement
Scope, price, schedule, and standard contract terms. Template only — attorney review required.
Open PDF →Documents your team uses to run and track a job once it's underway.
Condition Assessment Report
Element-by-element findings with sound / watch / priority ratings and cost ranges.
Open PDF →Project Timeline
Phase-by-phase schedule from assessment through final walkthrough.
Open PDF →Work Breakdown Structure
Numbered task plan with owners, durations, dependencies, and status.
Open PDF →Communication Tree
Escalation chart — who to notify, in order, when something changes on site.
Open PDF →