OUR PROCESS

Initial Contact:

When you contact Shannon Staley & Sons to discuss your construction project, we’ll start by gathering key details through a quick and straightforward Sales Intake Form. This includes:

• Your property address.
• An overview of the project you have in mind (the scope of work).
• Your estimated budget.
• Contact details so we can stay in touch.
• Preferred start and finish dates for the project.
• How you heard about us.
• Whether you already have architectural or engineered plans.

Project Assessment:

Once we have your intake form, our team reviews it carefully to see if your project aligns with our expertise.

• If it’s a good fit, we’ll move forward and schedule the next step. If not, we’ll notify you promptly.
• For many projects, our estimator will visit your property to assess its condition, take measurements, and document details with photos.

Scope Review:

After the walkthrough, we’ll confirm the scope of work you outlined. If anything additional is needed, we’ll explain it clearly and get your approval before proceeding.

Project Bidding:

To provide the most accurate estimate:

• We may need engineered plans, especially for projects requiring permits or structural changes. If you don’t already have these, we can guide you on how to obtain them.
• Once the scope of work and any necessary details or plans are finalized, we’ll prepare a detailed estimate for your review.

Project Execution:

When you approve the bid and sign the contract, Shannon Staley & Sons will get to work. Here’s what to expect:

1. We’ll collect a deposit to secure your project.
2. For larger projects, we’ll establish a clear payment schedule (draw schedule) tied to project milestones.
3. At project completion, we’ll conduct a final walkthrough and collect the remaining balance.

With Shannon Staley & Sons, you’ll have a clear, transparent process every step of the way—so you can feel confident and excited about your renovation!

Initial Contact:

When you contact Shannon Staley & Sons to discuss your construction project, we’ll ask for key details through a Sales Intake Form. This includes:

• Property address (or potential property if unowned).
• The type of work you’re looking to have done (scope of work).
• Your budget for the project.
• Contact information for easy communication.
• Desired start and completion dates.
• How you heard about us.
• Whether you already have architectural or engineered plans.
• Confirmation of property ownership (or purchase intent).

Project Assessment:

After reviewing your intake form, we’ll determine if your project is a good fit.

• If it aligns with our expertise, we’ll move forward and schedule the next steps. If not, we’ll notify you right away.
• For most projects, an estimator will visit the property to inspect its condition, take measurements, and document details with photos.

Scope Review:

We’ll review your project’s scope in detail to confirm everything and identify any additional requirements.

• If there are changes or added items, we’ll communicate those clearly, including costs, and wait for your approval before proceeding.

Project Bidding:

• If the project involves permits or structural changes, we may need engineered plans. If you don’t have these yet, we can guide you through the process of obtaining them.
• Once everything is finalized (scope, additional items, and any required plans), we’ll prepare a clear and detailed estimate for your review.

Project Execution:

When you approve the bid, here’s what happens next:

1. We’ll sign a contract and collect a deposit to secure the project.
2. For larger projects, we’ll set up a payment schedule (draw schedule) tied to key milestones.
3. At the end of the project, we’ll conduct a final walkthrough and collect the remaining balance.

Shannon Staley & Sons provides a seamless and transparent process, so you can focus on maximizing your investment while we handle the construction.

Work Order (WO) Requests:

Property managers can submit work orders to Shannon Staley & Sons either by email or through property management software.

• Each request should include a Not-To-Exceed (NTE) amount or specify if a bid is required.

Work Order Review and Approval:

1. Shannon Staley & Sons logs the work order into our tracking system for efficient management.
2. We assess whether the task can be completed within the NTE amount.
3. If acceptable:
   • For occupied properties, we coordinate tenant access to minimize disruptions.
   • For vacant properties, we use lockbox keys or other provided access methods.

Scheduling and Execution:

• A skilled craftsperson is assigned to complete the task, including procuring materials if necessary.
• We take before-and-after photos for clear documentation.
• Once the task is done, we notify the property manager via their preferred method: email, phone, text, or property management software.

Invoicing:

All completed work is invoiced weekly for streamlined billing.

Request-to-Bid Process:

For projects requiring bids, here’s what to expect:

1. A Shannon Staley & Sons representative visits the property to:
   • Assess the scope of work.
   • Inspect property conditions.
   • Take measurements and photos.
2. We confirm the scope of work and communicate any additional needs to the property manager for review.
3. A detailed estimate is prepared and sent for approval by the property owner.

Project Completion:

Once the bid is approved, we take care of the rest:

1. Contracts are signed, and a deposit is collected to kick off the project.
2. For larger projects, we include a payment schedule tied to project milestones.
3. After the project is complete, we conduct a final walkthrough and collect the remaining balance.

With Shannon Staley & Sons, you can count on professional, timely communication and reliable service to keep your properties in top condition.