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Step 01
Know your tier
The 2026 deals sorted the industry into platforms with balance sheets, regional specialists merging for scale, and venture-era factories running out of runway. Your line quality does not decide which you are; your capital structure and backlog do.
- Pillar 09 · Consolidation year — 'Three tiers' and 'Harbinger: the third strike'
- Offsite Straight Talk · Harbinger WARN filing and asset sale (June 2026)
- Construction Dive · VBC on Katerra's failure and buying distressed plants
DoAnswer in one sentence: who carries your fixed costs through two quarters with no new orders? If the answer is 'our next contract', you are third tier.You should now be able to answerWhat contracted backlog, in months of line time, do you hold today — not pipeline, backlog? -
Step 02
Treat approvals as a product catalogue
Every state or province you ship into is a set of approvals, an inspection agency and an annotated design package you must maintain continuously. The one-off project three borders away is not revenue; it is a new product line you will run once.
- Reciprocity Tracker — your home jurisdiction and every one you serve
- Pillar 03 · Codes — 'What to do with this'
- Texas 16 TAC §70.65 — the one formal reciprocity rule we have confirmed
DoList every jurisdiction you have shipped to in three years, the approvals you hold there, and the revenue. Rank by revenue per approval maintained. Decide which to drop.You should now be able to answerWhich jurisdictions will you commit to holding approvals in continuously, and what is your answer when a good customer asks for one you don't? -
Step 03
Price transport and wage exposure into the quote
Transport is where modular's cost case most often quietly dies, and prevailing-wage extensions now reach into factories in some states. Both belong in the quote, not the post-mortem.
- Pillar 02 · Cost & schedule — 'Logistics: the 300% surprise'
- Pillar 08 · Prevailing wage & the labour question
- Pacific Legal Foundation · MBI v. Stephenson (Oregon HB 2688) case page
DoFor your next public-sector bid, add two lines to the estimate: escorted-transport cost on the surveyed route, and the wage delta if the destination state's prevailing-wage rule applied to your floor.You should now be able to answerWhich destination states could impose a wage determination on your plant under current or pending law, and what would it add per module? -
Step 04
Know your break-even utilisation and publish something
No permanent volumetric manufacturer in North America publishes output. That silence lets lenders assume the worst, lets trade bodies size the market by survey, and leaves you no benchmark when you need one. The first to publish sets the standard.
- Factory Ledger — the 'published capacity' column, and the offer at the bottom
- Pillar 04 · Inside the factory — 'How the line is sequenced' (why a stopped station is the most expensive square footage in construction)
- Boxabl 10-Q summary, 1H 2026 — what quarterly disclosure looks like for a modular factory
DoCompute line-days utilised over the trailing twelve months against capacity. Decide one metric — units shipped, square feet, line-days — you would be willing to publish quarterly, and what it would take to be comfortable doing so.You should now be able to answerAt what utilisation does your plant cover fixed costs, where are you now, and what is the honest gap? -
Step 05
Decline the customer who wants your factory to do something new
The reliable wins are repeat buyers of repeatable products. The failures were first-of-a-kind. A flagship project that breaks your line's rhythm costs more than it earns, even when it is on budget.
- Pillar 05 · Case studies — 'Standardise before you scale' and 'Announcements are not buildings'
- Pillar 01 · Market — 'What mature markets look like'
DoWrite the criteria under which you will say no to a project. Include unit-type count, distance, jurisdiction, and whether the buyer has a second order behind this one.You should now be able to answerWhich of your last ten projects would your own criteria have rejected, and what did those projects cost you in line disruption? -
Step 06
Prepare for the public pipeline
Build Canada Homes, Colorado's factory incentives, California's pilot and every housing authority buying supportive units are the captive, long-horizon clients that make factory investment rational. They come with procurement codes and wage rules. Prepare for both.
- Build Canada Homes · MMC Request for Information (Feb 2026)
- Colorado OEDIT · Innovative Housing Incentive Program
- Pillar 08 — 'Why public buyers decide this'
- Pillar 09 — 'Alberta consolidates'
You should now be able to answerIf a public buyer offered five years of standardised orders on public-works wage terms, could you price it profitably — and if not, what would have to change in your plant? -
Step 07
Publish your carbon before the bylaw does
Vancouver requires whole-building embodied-carbon reporting at permit and reductions since 2025; others will follow. A standard module can carry one environmental product declaration reused across projects. That is an advantage only if you have the numbers.
- Pillar 06 · Sustainability — 'Policy is forcing the comparison'
- MDPI · Life Cycle Assessment of Modular Steel Construction for Social Housing in the UK (2024) — a methodology template
You should now be able to answerWhat is the cradle-to-gate embodied carbon of your standard module per square metre, and could you defend the number to a Vancouver plan checker?
Check yourself
If you can answer these without looking, you have finished the trail. If not, the step number tells you where to go back.
- State your tier and the single change that would move you up one.
- List the jurisdictions you hold approvals in continuously and the ones you have decided to decline.
- Give the transport and wage-exposure lines from your most recent public bid.
- State break-even utilisation, current utilisation, and the metric you would publish.
- Recite your written criteria for declining a project.
- Say whether you could profitably serve a five-year public programme on prevailing-wage terms.
- Give your standard module's embodied carbon figure and its source.