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This is a video series developed by Dynascape Software and MV Entrprises.
 
The primary focus is on Budgeting and taking a project from the initial customer phone call, through the Estimating, Sales, and Job Costing phases. 
 
 
 (Click on Title to play Video)

 
Introduction 
1. Introduction (00:02:58)
            - Harry introducing Marcus 
            - Marcus introducing the Project Process
2. Sales Process (00:09:02)
            - Initial Contact
            - Client Meeting
            - Estimating Phase
            - Presentation Phase
3. Project Management (00:10:10)
            - Intro to Project Management
            - Ensuring the site is ready
            - Site Management
            - Scheduling Phase

Budgeting

4. Budgeting, Introduction (00:07:16)

5. Budgeting, Sales Budget (00:04:07)
            - Strategy 
            - Growth 

6. Budgeting, COGS Budget (00:04:47)
            - Cost of Goods Sold 
            - Labor costs
            - Non-billable percentages

7. Budgeting, COGS Budget 2 (00:09:35)
            - Equipment costs
            - In-house mechanics
            - Equipment rental
            - Subcontractor costs
            - Challenges of subcontracting

8. Budgeting, Overhead (00:17:12)
            - Intro
            - Advertising and donations
            - Dues, subscriptions, interest, bank charges
            - Office supplies, professional fees, rent, salaries
            - Small tools, taxes, telephone
            - Travel, utilities, yard, vehicles, misc., licensing
            - Education, uniforms, computers, bad debt, conclusion

9. Budgeting, Conclusion (00:05:33)
            - Cash Flow
            - Breaking down the budget
            - Final comments

 

Estimating
10. Estimating, pt. 1 (00:07:22)
            - Introduction to estimating
            - Estimating labor
            - Estimating strategy
            - Information set-up
            - Estimating costs

 

11. Estimating, pt. 2 (00:012:26)
              - Methods of Estimating 
              - Material Costs 
              - Labor Costs 
              - Labor inefficiencies

12. Estimating, pt. 3  (00:04:40)

            -  Equipment Costs 
            - Subcontractor Costs

13. Estimating, pt. 4 (00:14:27)
            - General conditions 
            - Site conditions
            - Site conditions cont’d & clean-up
            - Weather & other variables
            - Sales conditions & warrantees

 

Overhead Recovery
14. Overhead Recovery, pt. 1 (00:06:24)
            - Overhead recovery
            - Method 1
            - Method 2
            - Method 3

 

15. Overhead Recovery, pt. 2 (00:06:10)
            - Job A: Large planting project
            - Job B: Masonry project with planting
            - Job C: Labor-heavy patio
            - When to choose methods 1 & 2
            - When to choose method 3

 

Profit
16. Profit (00:08:42)
            - Intro to Profit 
            - Factors: Need, size, & marketplace
            - Factors: Risk & customer
            - Profit ranges

 

 

Sales Presentation
17. Customer Sales Presentation (00:17:48)
            Customer presentation 
            - Documentation
            - Appearance
            - The proposal
            - Proposal elements
            - Additional items

 

 

 Job Costing
18. Job Costing (00:16:06)
            - Introduction & advantages to job costing
            - Estimating in job costing
            - Production 
            - Non-billable & production details
            - What is your company’s “sweet spot”?
            - Crew & foreman
            - Lead source & incentive

 

            - Harry's conclusion