Lead to Last Nail
The whole job in fifteen stages, from the first call to the review request. Each stage says who acts, how fast, what gets written down and what failure looks like.
For everyoneVersion 1.3
Start here
New to the team, or not sure where something goes? These two cover everything else.
Systems & Where Things Live
Which software does what, where each record lives, and how a job moves from one system to the next. The answer to "where do I put this?"
For everyoneVersion 1.0
Handover & production
What Sales hands the project manager, and the gate a job must pass before anything is ordered.
BTU Handover SOP
BTU-OPS-001: from signed contract to installer, in eight stages. The Design Packet, the Selection Sheet, sign-off, the Handover Email, the PM's Production Gate, ordering and install.
For Sales, Drafter, PMVersion 1.1
KTU Handover Standard
The signed Sales → PM standard for kitchens: the ten handover requirements, milestone targets for reface and custom, and the Production Gate. Reproduced word for word.
For Sales, PMVersion V2 (signed)
Selections & ordering
How selections are written so purchasing can order without a phone call, and how every order and its real cost are tracked.
Selections & Order Sheet
The line standard for every selection, the categories people forget, default stores, the order sheet built from JobTread, and the Job Tracker where orders and actual costs are logged.
For Sales, PM, purchasingVersion 2.0
Tools we use every day
Sign-in required. What each one is for is on Systems.
Intranet
Daily briefs, pipeline, projects, appointments, sales scripts, training, vendors and the document library.
dash.goaxyom.com
Pricing tool
Price a job, send the client their selection link, build the order sheet. Admins set who receives order sheets.
pricing.ktubtu.com
Design Journey
Send a client the design style quiz by hand, see the journeys funnel, and open the tier cheat sheets.
design.ktubtu.com/send · /tiers
Lookbook
Door styles, colours and finishes to show the client.
lookbook.ktubtu.com
Quick answers
The questions that come up most. Each links to the full rule.
Who places orders, and from what?
The PM (Mayra) for both brands, from the signed Selection Sheet only.
Purchasing orders from the client-signed Selection Sheet and the order sheet the pricing tool builds from it. Never from a rendering, a text or an unsigned draft. Order sheets are emailed to the recipients set in the pricing tool (default TLivingston@kitchentuneup.com). The order sheet →
Where do I log an order, ETA or actual cost?
The job's tab in the Job Tracker Google Sheet.
Drive → .Project Management → "Job Tracker — KTU & BTU (live)". Type in the Order status, PO, dates, Actual cost and Notes columns; the rest fills itself from JobTread. The Job Tracker →
What goes in the handover email?
Signed Design Packet + signed Selection Sheet, scope summary and watch-outs, in one email.
BTU: use the template in BTU-OPS-001 §7.2. KTU: the ten requirements in the signed standard. A message saying "it's on JobTread" is not a handover. BTU template → · KTU requirements →
The client wants to change something after signing.
Written, priced, signed change order first, then a new drawing revision.
Nothing is ordered or built differently until the change order is signed and the affected documents are re-issued as R+1. Change orders →
Which system is the truth for what?
Lead source: HighLevel. Appointments and money: ServiceMinder. Price and selections: JobTread. Photos: CompanyCam.
Write every fact in its home first, the same day; everything else copies it. Systems & Where Things Live →
A client didn't get their design style quiz.
Send it by hand from design.ktubtu.com/send.
ServiceMinder sends the invite automatically when the consultation is booked. If it didn't arrive, open design.ktubtu.com/send, find the client and send the link by text or email.