SOP Templates > Home Builder > Sales > Allowances Review Checklist

Allowances Review Checklist for Home Builder

This workflow is designed to guide the sales department of a custom home builder through the process of reviewing and managing allowances for new construction projects. Allowances are budgetary allocations for specific categories of work or materials that are not yet fully specified at the time of contract signing. This checklist ensures that all aspects of allowances are thoroughly reviewed, communicated, and documented, facilitating clear expectations and smooth coordination with estimating and design teams. The process covers reviewing allowance categories, understanding typical ranges, managing client expectations, and ensuring all selections are aligned with project timelines and budgets.

Review allowance categories

Determine typical allowance ranges

Discuss client finish expectations

Assess material lead times

Coordinate with vendors

Review historical cost data

Discuss selections impact with client

Ensure documentation readiness