2. Project Management & Joinery Execution

This guide covers how Edge Home Solutions manages the full execution lifecycle of wardrobe, cabinetry, and kitchen projects from site survey to final handover.

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1. The 12-Task Joinery Execution Pipeline

Every interior fitting project uses the standardized Custom Interior Fitting (Wardrobe / Kitchen / Cabinetry) template:

[Phase 1: Survey & Design]
  ├── Task 1: Site Laser Survey & Technical Measurement
  ├── Task 2: 3D Architectural CAD Render & Material Selection
  └── Task 3: Client Design Sign-off & Contract Approval
[Phase 2: Workshop Joinery]
  ├── Task 4: Material Procurement & Hardware Sourcing
  ├── Task 5: Panel Precision Sizing & CNC Milling
  └── Task 6: PVC Edge-Banding & Workshop Carcass Pre-Assembly
[Phase 3: Delivery & Site Installation]
  ├── Task 7: Site Delivery & Safe Material Staging
  ├── Task 8: Carcass Mounting, Leveling & Wall Anchoring
  ├── Task 9: Shutter Doors, Tandem Drawers & Hardware Alignment
  └── Task 10: Countertop Templating, Cutting & Appliance Fitment
[Phase 4: Finishing & Handover]
  ├── Task 11: Final Polish, Soft-Close Calibration & Clean-up
  └── Task 12: Joint Snag Inspection & Client Sign-off Handover

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2. Launching a New Fitting Project

1. Go to Projects → Project → + Add Project (https://erp.edgehomesolutions.co.ke/desk/project).
2. Fill in project details:
   • Project Name: Format as [Location/Client] - [Fitting Type] (e.g., Kilimani Penthouse - Modular Kitchen & Master Wardrobes).
   • Company: Edge Home Solutions.
   • Customer: Select client name.
   • Project Type: Select Modular Kitchen, Built-in Wardrobes, or Full House Interior Joinery.
   • Project Template: Choose Custom Interior Fitting (Wardrobe / Kitchen / Cabinetry).
   • Expected Start Date: Scheduled survey date.
   • Estimated Costing (KES): Total project budget.
3. Click Save.
4. Result: ERPNext immediately generates all 12 tasks linked together with estimated durations.

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3. Managing Tasks & Assigning Fitters

1. In the Project, switch to the Tasks tab or Gantt view.
2. Open a task (e.g., Task 5: Panel Precision Sizing & CNC Milling).
3. Assign to the workshop lead carpenter or CNC technician using the Assigned To button.
4. Record actual progress:
   • Status: Update from Open → Working → Completed.
   • Timesheets: Fitters can log workshop hours against the project to track exact labor costs.

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4. Snagging & Final Handover Protocol

During Task 12: Joint Snag Inspection & Client Sign-off Handover:

1. Lead installer and client walk through the installed units.
2. Complete the quality checklist:
   • [ ] Soft-close hinges calibrated and closing smoothly without rubbing.
   • [ ] Drawer slides running flush with soft-closing dampening engaged.
   • [ ] Countertop joints sealed and silicone waterproofed.
   • [ ] Kickplates and filler scribes cleanly secured to walls and floor.
   • [ ] Protective films and sawdust cleaned.
3. Client signs the Handover Acceptance Form.
4. Mark Task 12 as Completed and set Project Status to Completed.
5. Trigger Milestone 3 (10% Final Retention Invoice).