Mechanical contractor decision room
A deal room where a mechanical contractor walks a general contractor through sold scope, submittals and RFIs, change events, field progress, closeout and priced options.
- Industry
- Construction, Trades and Field Services
- Team
- Operations, Client services
- Use case
- Project management, Requests and exceptions
- Tags
- Approval workflow Client delivery
- Includes
- 5 pages · 15 app surfaces
Template preview
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Included items
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Ridgeview sold scope confirmation list
Page · Embedded on site route /scope · Requires sign-in
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Ridgeview submittal and RFI response review
Page · Embedded on site route /responses · Requires sign-in
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Ridgeview change event decision sheet
Page · Embedded on site route /changes · Requires sign-in
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Ridgeview verified field progress update, week of Sep 21
Page · Embedded on site route /progress · Requires sign-in
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Ridgeview closeout warranty and document tracker
Page · Embedded on site route /closeout · Requires sign-in
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Dashboards
App · Client routes: /options; 6 live blocks across portal pages · Requires sign-in
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Project Chat
App · Client routes: /files · Requires sign-in
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Tasks
App · Client routes: /files · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Forms
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Onboarding
App · Client routes: /setup · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A decision room for commercial mechanical and specialty contractors working with a general contractor. A numbered journey runs from the decision sheet to sold scope, submittals and RFIs, change events to authorize, verified field progress, closeout and options with their prices, followed by questions, files, file requests and setup. The contractor keeps a separate team workspace.
- Numbered journey from the decision sheet to closeout
- Sold scope confirmation list shared as a FuseBase page
- Submittal and RFI response review
- Change event decision sheet
- Verified field progress update
- Closeout warranty and document tracker
- Options with prices and live charts
- Questions and files room with chat, tasks, forms and file requests
- Contractor-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the journey
Open the live demo decision sheet and follow the numbered steps to closeout and the options.
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Map your package
Decide which scope lines, submittals, change events and closeout items your general contractor should see.
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Plan client access
In the linked Site only the decision sheet opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Mechanical contractor decision room help me do?
A deal room where a mechanical contractor walks a general contractor through sold scope, submittals and RFIs, change events, field progress, closeout and priced options.
Which documents are included?
Five shared FuseBase pages. Sold scope confirmation list, submittal and RFI response review, change event decision sheet, verified field progress update and closeout warranty and document tracker are on client pages.
How does the general contractor authorize a change?
The Change events page puts each logged change with its estimate and hours worked next to the change event decision sheet, and the decision is recorded there before the work proceeds.
Who is this template designed for?
Commercial mechanical and specialty contractors, for project managers and operations teams working with a general contractor.
Which pages open without sign-in in the live demo?
The decision sheet page opens without sign-in. In the linked Site, the sold scope, submittals and rfis, change events, field progress, closeout, options and prices, questions and files and set up pages and the team workspace require sign-in.
Which themes does it include?
Three themes: Frost (Light), Cold night (Dark) and Digital twin (Futuristic). The Site opens in Frost.