Understanding and managing project scopes is crucial for real estate professionals, especially when dealing with property renovations. In 8020CRM, you can easily tailor your rehab levels to match the needs of each project, ensuring that the scope is clear and tasks are accurately tracked. This guide will walk you through how to customize your rehab levels and explain why this functionality is vital for efficient project management.
Setting Up Your Rehab Levels
Rehab levels in 8020CRM allow you to define specific scopes for property renovations, from basic repairs to full-scale remodels. By default, there are five rehab levels, each building on the previous one to ensure a cumulative approach. Let’s explore how to set and customize these levels to fit your unique project requirements.
1. Accessing the Rehab Level Settings
To begin, navigate to My GetReal Account, then Setup in 8020CRM:
From the main menu, select Features and Settings.
Scroll down to the Project Management section, where you'll find the option to customize rehab levels.
This section allows you to define the scope of each rehab level, ensuring that you can manage everything from minor touch-ups to comprehensive overhauls.
2. Default Rehab Levels Overview
The system comes with five preset rehab levels:
Rehab Level 1: Basic cleaning, interior paint, drywall repair, and carpet replacement.
Rehab Level 2: All tasks from Level 1, plus additional features such as hard floor installation and fixture upgrades.
Rehab Level 3-5: Progressively add more complex tasks, including kitchen remodels, landscaping, and full interior renovations.
Each level is cumulative, meaning higher levels include all the tasks from lower levels. This structure ensures clarity and prevents any duplicate entries when managing tasks across multiple projects.
3. Customizing Your Rehab Levels
To customize a rehab level, follow these steps:
Select a Level: Click on the rehab level you want to modify. For example, if you’re adjusting Level 1, you’ll see the default tasks like cleaning and carpet replacement.
Add or Remove Tasks: You can modify the task list by adding or removing items based on your project needs. For instance, you might add "Trash Removal" to Rehab Level 1. When you do this, the system will automatically remove "Trash Removal" from higher levels to prevent duplicates.
Cumulative Task Management: Each rehab level builds on the one before it. If you add a task to a lower level (e.g., Rehab Level 1), it will not appear in higher levels unless specifically added. This approach simplifies task tracking and ensures a clean, organized workflow.
4. Example of Customization
Let’s say you want to include a trash-out service in Rehab Level 1. Simply select the item from the available tasks and it will automatically update in the system. You’ll notice that this task is removed from higher rehab levels because 8020CRM ensures that tasks aren’t duplicated across levels.
In Rehab Level 2, for example, you might have the option to add exterior painting or landscaping. As each level progresses, you can fine-tune the tasks to ensure that your team is focusing on the right scope of work for the specific property.
Why Customizing Rehab Levels is Important
Customizing rehab levels helps your project management in several key ways:
Clarity for Teams: With clearly defined rehab levels, your team knows exactly what needs to be done at each stage of the project. This prevents miscommunication and ensures that no tasks are overlooked.
Consistency Across Projects: By standardizing rehab levels, you can ensure that similar properties receive consistent treatment, streamlining your processes and making it easier to manage multiple projects.
Efficiency in Task Assignment: Since 8020CRM automatically removes duplicate tasks when you customize your rehab levels, your task lists remain clean and organized, allowing teams to focus on what’s important without getting bogged down by unnecessary details.
Accurate Budgeting and Planning: Well-defined rehab levels allow for more accurate cost estimation and scheduling, enabling better financial planning and resource allocation.
Conclusion
Customizing your rehab levels in 8020CRM is a straightforward but powerful way to improve the efficiency of your project management process. By tailoring each level to the specific needs of your business, you can ensure that your team remains aligned, projects stay on track, and tasks are completed with precision.
Ready to streamline your rehab management? Head into your 8020CRM Project Management settings today to start customizing your rehab levels and optimizing your workflow.
For further assistance, feel free to reach out to our support team, or explore additional features in the 8020CRM knowledge base.
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