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Because Home Services Should be Better for
Project Guide Packets
Contractor Packet
3. Contractor Packet (Execution + Oversight)
This is not a copy of the member packet.
It is a work-instruction and verification packet.
A. Project Overview (No Exact Location)
• Trade(s) involved
• Project components
• Dependencies between trades
• Timeline expectations
• Material delivery method
Exact addresses are not the focal point here—execution is.
B. Materials Handling
• All materials are purchased by Cohos
• Delivery details included
• If pickup is required:
– Location
– Load size
– Trailer requirement flagged
This removes sourcing variability.
C. Job Decomposition (Claimable Components)
Projects are broken into atomic components.
Example (Flooring):
• Flooring removal
• Baseboard removal
• Flooring install
• Baseboard reinstall
• Caulking
• Painting / touch-up
Contractors can:
• Claim a single component
• Claim multiple components
• Claim the entire scope if qualified
This enables:
• Specialization
• Faster fulfillment
• Fewer “I don’t do that” moments
D. Step-Based Directions (Checkbox Execution)
Each component includes:
• Industry-standard steps
• Required checkpoints
• Mandatory photo documentation
Examples:
TV Mount
• Level photo
• Stud finder proof
• Anchors installed photo
• Final mounted shot
Flooring
• Before (room empty)
• After demo
• After baseboard removal
• Subfloor condition
• Install in progress
• Nail holes filled
• Caulked
• Painted
• Final finished floor
No checkbox = no completion.
E. Verification & Close-Out
Every job requires:
• Before photos
• Required mid-job photos
• After photos
• Final verification
This protects:
• The contractor
• The member
• Cohos
4. Why This Model Is Important (Internally)
This system:
• Turns scope into a visual contract
• Allows trades to plug in cleanly
• Enables partial trade participation
• Scales across markets
• Eliminates verbal ambiguity
• Makes disputes nearly impossible
This is operational infrastructure, not just UX.
Member Packet
1. Member Packet (Pre-Commit, Interactive, Visual)
This packet is the decision engine.
Nothing starts without it being fully reviewed and acknowledged.
A. Opening View (Anchor)
What the member sees first:
• Trade type
• Their exact home in Dollhouse View
• Finished-state visualization of the project
• Numbered circles placed directly on the model
Each circle = one project section
(Think steps, not marketing tiles)
B. Section-by-Section Breakdown (1, 2, 3, 4…)
Each numbered section expands into a structured block.
For each section:
• What is being done
• Why it’s required
• What the finished result looks like
• Materials included (with cost visibility)
• Labor scope
• Dependencies (what must happen before/after)
This is where understanding replaces assumptions.
C. Variables (Priced Up Front)
Every section includes a Variables panel.
Example (Flooring):
• What we cannot see yet
• Why it matters
• Clear photos of:
– What the issue looks like
– The correct solution
Each variable includes:
• Fixed pre-priced resolution
• “Only applies if encountered” logic
If something new is discovered:
• It gets documented
• Added as a new variable
• Requires member approval before proceeding
No surprises. Ever.
D. Full Project Flow & Logistics
Once all sections are expanded, the packet shows:
• Expected start window
• Estimated duration (with tolerance)
• Days/times work may occur
• Work-area requirements
• Noise / access expectations
• Cleanup standards
This sets the tone for the entire job.
E. Member Questions & Preferences (Two-Way Value)
This is critical. The packet asks the member questions.
Examples:
• Do you want live video documentation?
• Do you want permanent recording?
• Do you want shoe covers?
• Bathroom use allowed?
• Handwashing allowed?
• Pets on site?
• Any rooms off-limits?
Upgrade-based questions:
• Add permanent video box (auto-priced)?
• Upgrade materials?
• Add baseboard refinishing?
• Add repainting?
• Add related adjacent work?
These questions:
• Reduce friction
• Create upsell clarity
• Prevent conflict on site
F. Acknowledgment & Lock-In
Before payment:
• Each section must be reviewed
• Each section must be acknowledged
• Member confirms understanding
Only then:
• Payment is taken
• Funds move into escrow / milestone hold
• Payment schedule is set (if phased)
At this point, scope is frozen unless formally changed.
2. Transition: Member → Contractor
Once committed:
• The member packet becomes the source of truth
• Specs are stripped of personal preference noise
• Scope becomes operational
This feeds the contractor side.
Contractor Specifics
CONTRACTOR PACKET
Execution · Oversight · Verification
1. Project Overview
• Flooring project
• Components available to claim
• Timeline window
• Material handling method
2. Materials
• All materials supplied by Cohos
• Delivery location provided
• Pickup required?
– Trailer requirement flagged
– Load size noted
3. Claimable Components
Contractors may claim:
☐ Demo & removal
☐ Subfloor prep
☐ Flooring install
☐ Baseboard reinstall
☐ Caulking & paint
One trade may claim all if qualified.
4. Step-Based Execution (Checkbox Required)
Demo Phase
☐ Before photos
☐ After demo photos
Subfloor Phase
☐ Exposed subfloor photo
☐ Level check photo
Install Phase
☐ Layout photo
☐ Install-in-progress photo
☐ Expansion gap photo
Finish Phase
☐ Nail holes filled
☐ Caulking complete
☐ Paint touch-up
☐ Final room photos
No checkbox = incomplete.
5. Variable Handling Protocol
If a variable is encountered:
• Stop
• Photograph
• Upload
• Await approval
No verbal approvals. Ever.
6. Close-Out Requirements
• Before photos
• Required mid-job photos
• Final photos
• Clean workspace
Payment release tied to completion verification.
Member Specifics
Member Flooring Packet
Interactive · Visual · Pre-Commit
1. Opening Screen (Anchor View)
What the member sees immediately:
• Trade: Flooring
• Their home rendered in Dollhouse View
• Finished-state flooring visual applied to the model
• Numbered circles placed on affected areas
Example:
1️⃣ Demo & Removal
2️⃣ Subfloor Evaluation
3️⃣ Flooring Installation
4️⃣ Baseboard & Finish Work
Each circle is clickable and must be reviewed in order.
2. Demo & Removal
What’s being done:
Existing flooring and associated materials are removed to prepare for installation.
Includes
• Flooring removal
• Adhesive / underlayment removal (if visible)
• Work-area prep
Does NOT include
• Structural repairs
• Mold remediation
• Subfloor leveling beyond tolerance
Visuals
• Before photo examples
• Proper demo result example
• Dollhouse representation
Variables (Pre-Priced)
Variable A — Hidden Adhesive
• What it looks like (photo)
• Why it matters
• Resolution method
• Price if encountered
Variable B — Unexpected Transitions
• What it looks like
• Resolution
• Price if encountered
Variables only apply if encountered.
Nothing proceeds without approval.
3. Subfloor Evaluation
What’s being done:
Subfloor is exposed and evaluated for install readiness.
Acceptable Condition
• Flat within tolerance
• No rot
• No moisture issues
Variables (Pre-Priced)
Variable A — Minor Leveling Required
• Photo example
• Self-leveling compound
• Price per area
Variable B — Soft / Damaged Section
• Photo example
• Cut & patch method
• Fixed repair price
If something new appears:
• It is documented
• Added as a new variable
• Requires approval before proceeding
4. Flooring Installation
What’s being done:
Installation of selected flooring material.
Includes
• Layout
• Cuts
• Expansion gaps
• Industry-standard install method
Material Source
• Provided by Cohos
• Delivered to site
Variables
Variable — Pattern Changes / Direction Change
• Why it affects labor
• Visual example
• Price difference
5. Baseboard & Finish Work
What’s being done:
Finish work to return the space to completed condition.
Includes
• Baseboard reinstall (if removed)
• Nail hole fill
• Caulking
• Touch-up paint (where applicable)
Optional Add-Ons (Selectable)
☐ Full baseboard repaint
☐ Baseboard upgrade
☐ Door trim repaint
☐ Transition upgrade
Each option updates pricing live.
6. Project Logistics & Expectations
• Estimated duration: X–Y days
• Work days: Mon–Fri
• Daily work window: 8am–5pm
• Active work areas shown in Dollhouse View
• Cleanup performed daily
7. Member Preferences & Rules (Required)
Site Rules
☐ No bathroom use
☐ Shoe covers required
☐ No handwashing
☐ Pets on site
☐ Rooms off-limits
Documentation
☐ Photo only
☐ Video documentation
☐ Live recording
☐ Permanent recording system (auto-priced install if selected)
8. Final Review & Acknowledgment
Each section shows:
☑ Reviewed
☑ Understood
Only when all are complete:
• Payment is authorized
• Funds move to escrow / milestone hold
• Scope locks
Universal Schema
(Member Packet → Contractor Packet)
This is the master structure.
Each trade only swaps content, visuals, variables, and checkpoints.
I. PACKET LIFECYCLE (ALWAYS THE SAME)
-
Member Packet (Pre-Commit)
-
Review → Acknowledge → Fund
-
Specs propagate to contractor side
-
Contractor Packet (Execution)
-
Verify → Close → Release payment
-
Packet becomes permanent property record
No trade bypasses this.
II. MEMBER PACKET — UNIVERSAL STRUCTURE
1. Anchor View (Required)
• Trade type
• Dollhouse View of their exact home
• Finished-state visualization
• Numbered circles placed on affected areas
Rule:
Every circle = one section
2. Section Blocks (Repeatable)
Each numbered section must contain:
• What is being done
• Why it’s required
• Finished result preview
• Materials involved (with cost visibility)
• Labor scope
• Dependencies
This replaces vague scopes.
3. Variables Engine (Mandatory)
Every section includes a Variables panel:
Each variable includes:
• Why it may exist
• Clear photo of the issue
• Clear photo of the correct solution
• Fixed pre-price
• “Only applies if encountered” logic
Rules:
• Variables are approved before work
• New discoveries must be added as new variables
• No work continues without approval
This is non-negotiable.
4. Project Flow & Logistics
Always present:
• Estimated duration (with tolerance)
• Workdays & hours
• Work-area expectations
• Access requirements
• Cleanup standard
5. Member Questions (Bidirectional Control)
A. Rules & Preferences
• Bathroom use
• Shoe covers
• Handwashing
• Pets
• Restricted areas
B. Documentation Options
• Photos only
• Video
• Live recording
• Permanent recording system
– Auto-priced install if not present
C. Smart Add-Ons
Trade-specific upsells that:
• Improve outcomes
• Reduce future work
• Increase job efficiency
All selectable before commitment.
6. Section-by-Section Acknowledgment
Rules:
• Each section must be opened
• Each section must be acknowledged
• No global “accept all”
This ensures informed consent.
7. Funding & Lock
Once complete:
• Payment collected
• Funds move to escrow / milestones
• Scope locks
From here on, changes are formal.
III. CONTRACTOR PACKET — UNIVERSAL STRUCTURE
This is derived, not duplicated.
1. Project Overview
• Trade(s) involved
• Component list
• Dependencies
• Timeline window
Personal preference noise removed.
2. Materials Handling
• Materials purchased by Cohos
• Delivery or pickup clarified
• Load size & trailer needs flagged
This standardizes execution.
3. Atomic Job Decomposition
Every trade must be broken into:
• Claimable components
• Clearly bounded scopes
Rules:
• One contractor may claim one or many
• Full-scope allowed only if qualified
• No assumed overlap
This enables specialization.
4. Step-Based Directions (Checkbox System)
Each component includes:
• Industry-standard steps
• Mandatory checkpoints
• Required photo evidence
Rules:
• No checkbox = incomplete
• No photos = no release
• No verbal approvals
5. Variable Encounter Protocol
Universal rule set:
-
Stop work
-
Photograph
-
Upload
-
Await approval
Zero exceptions.
6. Close-Out & Verification
Required on every job:
• Before photos
• Mid-job photos (where defined)
• After photos
• Clean site
Payment release is conditional.
IV. CORE DESIGN PRINCIPLES (DO NOT BREAK)
• Visual > verbal
• Pre-priced uncertainty beats surprise
• Atomic scopes prevent disputes
• Verification replaces trust arguments
• Packets live with the property forever
This is infrastructure, not UX decoration.
V. WHAT WE’VE LOCKED
You now have:
✔ A proven demo (Flooring)
✔ A universal schema
✔ A repeatable scaling model
✔ A clean member → contractor handshake
Flooring Example
Vinyl Plank Flooring Install
Numbered circles are placed on affected areas
1️⃣ Demo & Removal
2️⃣ Subfloor Evaluation
3️⃣ Flooring Installation
4️⃣ Baseboard & Finish Work
Each circle is clickable and must be reviewed in order.
Their home rendered in Dollhouse View shown here.
Able to try and price different style flooring into the active model.
Numbered circles represent steps in the project.
Clickable Circles Simulated Below -
1. Demo & Removal
Existing flooring and associated materials are removed to prepare for installation.
Includes
• Flooring removal
• Adhesive / underlayment removal (if visible)
• Work-area prep
Does NOT include
• Structural repairs
• Mold remediation
• Subfloor leveling beyond tolerance
Visuals
• Before photo examples (dollhouse)
• Proper demo result example
• Dollhouse representation
Example of the demo and removal process for their specific floor.
This will convey what to expect during the process.
Variables (Pre-Priced)
Variable A — Hidden Adhesive
• Why it matters
• Resolution method
• $1 per linear foot of removal (2"width)
Variable B — Unexpected Transitions
• Resolution
• $75 per transition
Variables only apply if encountered.
Nothing proceeds without approval.
Example of the variable listed above will be shown here.
It will clarify what we look for, and how we assess.
It will allow them to see possible problems and understand them.
Example of the variable listed above will be shown here.
It will clarify what we look for, and how we assess.
It will allow them to see possible problems and understand them.
2. Subfloor Evaluation
Subfloor is exposed and evaluated for install readiness.
Acceptable Condition
• Flat within tolerance
• No rot
• No moisture issues
Variables (Pre-Priced)
Variable A — Minor Leveling Required
• Self-leveling compound
• Price per area
Variable B — Soft / Damaged Section
• Cut & patch method
• Fixed repair price
If something new appears:
• It is documented
• Added as a new variable
• Requires approval before proceeding
Example of a prepped floor (type specific) shown here.
How it should look will be clarified and explained.
Example of the variable listed above will be shown here.
It will clarify what we look for, and how we assess.
It will allow them to see possible problems and understand them.
Example of the variable listed above will be shown here.
It will clarify what we look for, and how we assess.
It will allow them to see possible problems and understand them.
3. Flooring Installation
Installation of selected flooring material.
Includes
• Layout
• Cuts
• Expansion gaps
• Industry-standard install method
Material Source
• Provided by Cohos
• Delivered to site
Variables
Variable — Pattern Changes / Direction Change
• Why it affects labor
• Visual example
• Price difference
Example of the flooring process for their specific type of floor.
Show the different components and clarify project expectations.
Example of the variable listed above will be shown here.
It will clarify what we look for, and how we assess.
It will allow them to see possible problems and understand them.
4. Baseboard & Finish Work
Finish work to return the space to completed condition.
Includes
• Baseboard reinstall (if removed)
• Nail hole fill
• Caulking
• Touch-up paint (where applicable)
Optional Add-Ons (Selectable)
☐ Full baseboard repaint
☐ Baseboard upgrade
☐ Door trim repaint
☐ Transition upgrade
Each option updates pricing live.
Different grades of quality and process shown here.
Clarify what they lose and gain with different finish levels.
Show the finish product for each.
5. Project Logistics & Expectations
• Estimated duration: X–Y days
• Work days: Mon–Fri
• Daily work window: 8am–5pm
• Active work areas shown in Dollhouse View
• Cleanup performed daily
6. Member Preferences & Rules (Required)
Site Rules
☐ No bathroom use
☐ Shoe covers required
☐ No handwashing
☐ Pets on site
☐ Rooms off-limits
Documentation
☐ Photo only
☐ Video documentation
☐ Live recording
☐ Permanent recording system (auto-priced install if selected)
7. Final Review & Acknowledgment
Each section shows:
☑ Reviewed
☑ Understood
Only when all are complete:
• Payment is authorized
• Funds move to escrow / milestone hold
• Scope locks