Project Manager

Preparing Project Specifications

• Prepare project spec sheet using Epic Home’s Exhibit B Template
• Use the client’s Typeform questionnaire to develop project specs
• Include client or reference photos in Exhibit B for clarification
• Review project bid plans and ensure they align with the Exhibit B spec sheet

Project Estimating

• Create the project estimate using Ressio (Epic Home’s PM software)
• Send final bid plans and Exhibit B spec sheet to bidding subcontractors
• Set bid deadlines, track bid responses, and follow up as needed
• Be resourceful in finding and vetting reputable subcontractors
• Compare subcontractor bids against the Exhibit B spec sheet
• Input subcontractor bids into Ressio
• Perform estimates or takeoffs in Bluebeam or Excel if needed

During Project Cost Tracking

• Monitor actual costs vs. contracted estimate
• Review invoices and ensure alignment with initial bids
• Negotiate invoice discrepancies as needed
• Update Ressio with:
  • Additional costs related to scope changes
  • Final selections and updated allowance item costs

Project Management During Projects

Project Scheduling and Material Ordering

• Create/manage timelines in Ressio
• Order materials after client selection approval
• Create purchase orders and obtain vendor confirmations
• Coordinate deliveries and returns to/from the jobsite

Subcontractors and In-House Labor

• Coordinate subcontractor start times and walkthroughs
• Meet with subs on-site as needed
• Manage subcontractor scope based on plans and specs
• Provide subs with plans, specs, and change order info
• Ensure jobsite cleanliness – lead by example

On-Site Roles

• Weekly jobsite visits to confirm with superintendents:
  • Work is on schedule
  • Quality standards are met
  • Cleanliness is maintained

Manage Jobsite Superintendents

• Oversee site safety
• Manage superintendent time on site
• Enforce jobsite cleanliness and organization
• Coordinate meetings with multiple trades (especially for out-of-town projects)
• Direct quality control to meet Epic Home’s standards:
  • On time
  • On budget
  • High quality execution
• Take and organize construction photos regularly
• Record rough-in video before insulation begins, highlighting:
  • Electrical layouts
  • Mechanical/gas systems
  • Plumbing lines and vents
• Move equipment, trailers, and materials as needed
• Maintain a “do whatever it takes” attitude

Project Close-Out

• Ensure superintendent completes the punch list
• Create and manage final punch list (including deferred items like A/C install)
• Schedule and manage all warranty follow-up items

Client Interactions

• Meet with clients on-site as needed
• Schedule and lead walkthroughs with subs or interior designers
• Lead final client walkthrough
• Discuss financials during construction (change orders, scope updates)
• Deliver post-construction binder with:
  • Product manuals
  • Warranty information
  • Home maintenance guide
• Always maintain professional communication with clients
• Remember: “We work for them”

Miscellaneous

• Participate in Epic Homes marketing events (e.g., Parade of Homes, Home & Garden Show)
• Manage and submit company credit card receipts weekly