Project Process (Builder Version)

1. Before the Deposit

For final design items, it is important to explain clearly before taking any deposit what is included and what is separate.

Included in the Quote:

Purchased Separately by Customer:

👉 Make this clear early to avoid confusion later.

2. Deposit Taken

Deposit received

Job slot provisionally reserved

Ordering stage begins

3. Send Clear Item List

Send customer a simple list of all items needed.

Example:

4. Recommend Websites + Deadline

Send trusted websites and ask customer to finalise selections quickly.

Example:

"Please make your final selections by the end of this week so we can keep your planned start date."

5. Check Sizes Before Ordering

Always check

Width / height / depth

Space fit

Plumbing compatibility

Practical installation fit

👉 Suggest similar alternatives if needed.

6. Final Design Items Agreed

Final item list agreed with customer

Website links confirmed

Correct sizes checked

Ready for ordering

7. Deliveries Confirmed + Start Date

Once ordered, confirm delivery dates for the key items and set the bathroom start date around those arrivals to keep the project running smoothly.

Example:

All items are now ordered. Once deliveries are confirmed, we’ll lock in your bathroom start date and see you then.

Golden Rule