To provide a clear and concise procedure for team members to create, manage, and adjust rehab scopes for properties, ensuring accuracy and efficiency in property evaluations and renovations.
Key Steps
1. Access Rehab Settings 0:25
Navigate to the settings menu on the left side of the screen and select 'Rehab' to access rehab settings.
2. Set Up Rehab Categories 0:55
Review the default rehab categories template and customize it according to your needs by adding, editing, or deleting categories.
3. Adjust Pricing for Categories 2:07
Modify the pricing for each category based on current market rates by selecting the category and entering the new price.
4. Create a New Rehab Scope 6:12
Select a property and scroll down to the rehab scope section. Click on 'Create New Scope' to start a new rehab scope for the property.
5. Input Estimated Costs 7:04
Enter the estimated costs for each category based on the property’s needs, using either detailed itemization or broad estimates.
6. Review and Adjust Total Rehab Costs 9:12
Check the total estimated rehab cost displayed at the top of the rehab scope section and make adjustments as necessary.
7. Create Additional Versions of Rehab Scope 10:00
If needed, create another version of the rehab scope by clicking the plus icon and naming the new scope for future reference.
8. Override Estimated Rehab Costs 11:07
If necessary, manually override the estimated rehab cost to reflect a more accurate figure based on recent evaluations.
9. Add One-Off Items 12:41
For unique items not included in the categories, click the plus icon to add a new item, select the appropriate group, and enter the cost.
10. Finalize and Save Rehab Scope 14:07
Review all entries for accuracy, make any final adjustments, and save the rehab scope to ensure all changes are recorded.
Cautionary Notes
Ensure that all pricing adjustments reflect current market conditions to avoid underestimating costs.
Be cautious when deleting categories or items, as this action cannot be undone and may affect future scopes.
Always double-check the total estimated rehab costs before finalizing to prevent discrepancies.
Tips for Efficiency
Use the default template as a starting point to save time when creating new rehab scopes.
Regularly update pricing in the rehab categories to maintain accuracy across all properties.
Encourage team members to familiarize themselves with the rehab settings interface to streamline the process.
Utilize the quick estimates feature for faster evaluations when detailed itemization is not necessary.