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Construction Operations Consulting
Construction Operations Consulting
Help with the business behind the policy. We review job costs, documentation and the handoffs from sales through final billing, for contractors who want to see where the work and the money stopped matching.
How Consulting Works
Separate From Insurance, Scoped in Writing
Construction operations consulting is led by Wendy Carter and offered within the LuxeStone brand. It is delivered remotely, as a defined review, as monthly support or as a scoped project.
Consulting can be purchased independently of insurance. A company does not need to be a LuxeStone insurance client to engage us, and a consulting client is never asked to move its insurance.
The ordinary insurance review that goes with placement is a different thing and carries no separate consulting fee. Consulting is paid work with its own scope. After a brief conversation, we provide a written proposal outlining the work, timeline and fee.
Services
Three Ways to Work Together
The first examples are deliberately practical: contractor job costs, documented changes, supplier invoices and credits, final billing, collections and closeout. After a brief conversation, we provide a written proposal outlining the work, timeline and fee.
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Ten Job Margin and Closeout Review
A look back at up to ten completed jobs to see where the job file and the money diverged.
For each job we compare the signed contract, documented scope changes, estimated and recorded costs, supplier invoices and credits, final billing, collections and completion paperwork.
- Records used
- Signed contracts and documented change orders or scope changes
- The estimate and the job cost report for each job
- Supplier invoices, returns and credits
- Final invoices, payment records and closeout paperwork
- Jobs and entities
Up to ten completed jobs for one company, chosen together at the start. Additional jobs, additional entities and implementation work need a separate written scope.
- What you receive
- A written findings report covering each job reviewed
- A list of missing or incomplete records
- A 30-day action plan
- A meeting with the owner to walk through the findings
- Timetable
The proposal sets the start date, the date records are due and the date of the findings meeting.
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Monthly Operations Support
Ongoing remote support for an owner or manager working through job costs, documentation and closeout.
Support can include tracking margins and closeout for up to ten active or recently completed jobs each month, management reporting, team accountability and one agreed process improvement each month.
- Records used
- Current job cost reports and the estimates behind them
- Change documentation, supplier invoices and credits for the jobs being tracked
- Billing and collections status for those jobs
- Jobs and entities
Up to 20 hours of remote support each month, a weekly owner or manager meeting, and up to ten jobs tracked per month for one company. Work beyond the agreed plan is scoped before it begins.
- What you receive
- An agreed work plan, reviewed as priorities change
- A weekly owner or manager meeting
- Up to 20 hours of remote support each month
- Timetable
Monthly, with the term and notice period stated in the proposal.
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Scoped Custom Projects
A defined project for one specific need, with its own written scope.
Examples include job documentation standards, change-order and supplement documentation procedures, estimating-to-production handoffs, vendor onboarding records, closeout checklists, team training, and operational handovers after an acquisition. Insurance agency workflow projects can also be scoped separately.
- Records used
- Only the records the project needs, listed in the proposal
- Jobs and entities
Each project covers the companies, locations and processes named in its proposal.
- What you receive
- The deliverables named in the proposal, such as a written procedure, checklist or training session
- Timetable
Set in the proposal for each project.
Sample Deliverable
What a Job Margin Report Covers
An outline of the report structure, not client data.
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Job summary
The job as sold, the job as built, and the documents that describe each.
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Contract and changes
The signed contract value, documented scope changes, and changes performed without documentation.
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Costs against the estimate
Estimated and recorded labor, materials and subcontract costs, and where they differ.
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Supplier invoices and credits
Invoices posted to the job, returns, and credits that were or were not applied.
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Billing, collections and closeout
Final billing against the contract and changes, amounts still open, and missing completion paperwork.
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Missing records and next steps
What could not be confirmed from the file, and the actions in the 30-day plan.
Experience
Led by Wendy Carter
Wendy Carter’s experience includes roofing company ownership, estimating, supplements, contractor operations, insurance claims, P&C agency ownership, leadership and training.
Consulting draws on the contractor side of that background: how a job is sold and estimated, how changes are documented, how supplier costs and credits reach the job file, and how a job is billed and closed.
Getting Started
How an Engagement Is Set Up
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A brief conversation
About the business and the concern behind the inquiry. No documents are needed for it.
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A written proposal
The work, the records needed, the job and entity limits, the deliverables, the timetable, the exclusions and the fee. Paid work begins only after the proposal is accepted.
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Records, once engaged
Contracts, invoices and job files are requested only after the engagement is agreed, through the collection method named in the proposal. They are never sent through this website.
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The work and the findings
A written deliverable and a meeting to go through it. Findings are stated plainly, including anything the records could not show.
If the scope needs to change
If the records show the work is larger or different than agreed, we stop and say so. Any change to jobs, entities, deliverables, timetable or fee is put in writing and agreed before the additional work begins.
What consulting does not include
Claim negotiation or public adjusting, legal, tax or accounting opinions, engineering, bookkeeping, and any guaranteed improvement in profit or margin. Consulting is not insurance and does not change any policy.
Common Questions
What Owners Ask About Consulting
No. Consulting is purchased on its own and never requires moving your insurance. Insurance placement and consulting are separate decisions.
After a brief conversation, we provide a written proposal outlining the work, timeline and fee. The fee depends on the scope, the number of jobs and the condition of the records.
Consulting is delivered remotely, through scheduled video or phone meetings. Any on-site work would be agreed in the written proposal.
No. Estimating and supplement experience informs how we review a contractor’s own job documentation. LuxeStone is not a public adjuster, does not represent anyone in a claim and does not negotiate claim settlements.
We can tell you what will be reviewed and what you will receive. We do not promise a margin or profit improvement, because that depends on decisions the business makes after the work.
Construction Operations Consulting
Start With the Jobs That Bothered You
Tell us what kind of contracting company you run and what is not lining up. After a brief conversation, we provide a written proposal outlining the work, timeline and fee.
Direct line: 806-274-0382. Email: wendy@luxestoneinsadvisors.com.