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Revamping Contract Processes: A Case Study of Castile Kitchen & Bath's Transformation with CoConstruct
Technology Category
- Sensors - Level Sensors
Applicable Industries
- Buildings
- Cement
Applicable Functions
- Procurement
- Product Research & Development
Use Cases
- Leasing Finance Automation
- Smart Contracts
Services
- Training
The Challenge
Castile Kitchen & Bath, a remodeling firm based in Eugene, Oregon, was facing challenges with their contract processes. The company, which specializes in high-end kitchen and bathroom remodels, was using a manual system for their contracts that was prone to errors and inefficiencies. The process began with an Excel spreadsheet, dubbed the 'budget calculator', which contained three primary columns for materials, trade partners, and labor. This spreadsheet was used to calculate anticipated and actual costs for various line items. Once the calculations were complete, the information was manually transferred to a document, which included contract verbiage, project cost, pay schedule, and other attachments. This document, along with packets of pictures and drawings of the job, was then stapled together and initialed by the client. This manual process was not only time-consuming but also left room for errors, such as misplaced commas or copy and paste mistakes.
About The Customer
Castile Kitchen & Bath is a remodeling firm based in Eugene, Oregon. The company, which is owned by Forrest and Jen, specializes in high-end kitchen and bathroom remodels. The team of 15 is passionate about creating quality construction and craftsmanship with a keen attention to detail. In addition to their commitment to quality, the owners are driven to create repeatable and scalable systems for their business. This commitment is evident in their transition from general contracting to specializing in bathroom and kitchen remodels, where they continue to refine their practices, including their remodeling contract process.
The Solution
To streamline their contract process, Castile Kitchen & Bath turned to CoConstruct, a construction project management software. With CoConstruct, the company was able to automate their contract process, reducing the risk of errors and saving time. After a design agreement is signed, clients sit down with a Castile team member who uses a CoConstruct specs and selections template, preloaded with details relevant to a kitchen or bathroom remodel. As the template is filled out, it builds out the vision for the project. Information such as measurements, materials, and pricing is added, and trade partners are contacted for bids. All this information is automatically compiled into the project's estimate and proposal, eliminating the need for double data entry. The new process has increased the level of detail in their contracts, improving client understanding and enabling the company to develop a trainable and repeatable process.
Operational Impact
Quantitative Benefit
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