Drive + Sheets
System of Record
Capture Timeline
2
Offer / Contract
Form 00
4
Engineering
Forms 02–04
5
Owner Selections
Form 08
6
Pre-Construction
Forms 05–07
7
Field Decisions
Forms 09–10
Capture Stage Cards
Variables to Capture
- MLS listing data (beds / baths / sqft / year built)
- Tax assessed value
- Days on market
- Comparable sales (3–5 comps)
- Drive-by condition notes
- Quick scope estimate (gut or lipstick?)
- Estimated ARV
- Preliminary offer range
Unlocks
Go / No-Go decision, preliminary offer price
Variables to Capture
- Legal address and APN
- Zoning classification
- HOA (yes / no, fees)
- Utilities (gas / electric / water providers)
- Purchase price, earnest money
- Inspection period dates
- Closing date
- Seller concessions
- Deal type (MLS, off-market, wholesale)
- Lender / loan type
Unlocks
Deal tracker entry, QB project setup, Dropbox folder creation
Variables to Capture
- Foundation condition
- Roof age / condition
- HVAC system(s) — age, type, condition
- Electrical panel — amps, condition, update needed
- Plumbing — material, water heater, condition
- Room-by-room condition notes
- Flooring types by room
- Window count and condition
- Exterior: siding, gutters, landscaping
- Pest / moisture / mold indicators
- Permit history (pulled from county)
- Access constraints
Unlocks
Initial WO scope list, early cost estimate, inspection response
Variables to Capture
- Structural: load-bearing walls identified, beam spans, foundation repair scope
- MEP: panel upgrade scope, rough-in locations, HVAC duct layout, drain line condition
- Site: lot grading, drainage, driveway condition, setbacks
- Required permits (list each)
- Engineer or inspector reports (file to Dropbox)
Unlocks
Permit applications, WO budget baselines, sub scope-of-work documents
Variables to Capture
- Cabinet style and finish
- Countertop material and color
- Flooring type and color by room
- Tile selections (kitchen backsplash, bathrooms)
- Paint colors by room (interior + exterior)
- Fixture finishes (faucets, hardware, lighting)
- Appliance package (brand / model or spec tier)
- Door hardware style
Unlocks
Material purchase orders, sub finish scopes, schedule commitment
Variables to Capture
- Final WO list with cost codes
- Baseline budget per WO (labor + materials)
- Sub assignments per WO
- Permit status (applied / received / pending)
- Construction start date
- Phase sequence and durations
- Material delivery schedule
- Site access and key logistics
Unlocks
VPT setup, WO packets issued to subs, schedule published
Variables to Capture
- Change order reason and scope description
- Change order cost impact (+ / –)
- Change order approval (Andrew / Shlomo threshold)
- Field issue discovered (with photo reference)
- Resolution and WO impact
- Days delayed (if any)
- Sub performance notes
Unlocks
Budget amendment, schedule update, QB adjustments
Scope Matrix
What Each Form Feeds
| Form |
Stage |
Feeds Into |
| Form 00 |
Offer / Contract |
QB project, deal tracker, Dropbox folder, lender docs |
| Form 01 |
Walkthrough |
Initial WO list, scope estimate, inspection response |
| Form 02 |
Engineering — Structural |
Structural WO budget, permit application |
| Form 03 |
Engineering — MEP |
MEP WO budget, sub scope documents |
| Form 04 |
Engineering — Site |
Site WO budget, grading / drainage scope |
| Form 05 |
Scope Lock |
Final WO packet, VPT setup |
| Form 06 |
Budget Baseline |
WO budget targets, draw schedule |
| Form 07 |
Schedule |
Phase calendar, sub coordination |
| Form 08 |
Owner Selections |
Purchase orders, finish schedules |
| Form 09 |
Change Orders |
Budget amendments, QB adjustments |
| Form 10 |
Field Observations |
Issue log, sub performance record |