Project coordinator

Customers, jobs, measures, quotes, installs and warranty

ProjectcoordinatorCustomers, jobs,measures, quotes,installs and warrantyWin the jobRead the enquiryNew quoting measurePreview the PDFAdd the customerCreate the quoteSend, then the answerOpen the projectAdd the linesThe job moves onMeasure and approveOpen the measuresCompare with the quoteAfter the decisionAssign the measurerSubmit for approvalMove to ApprovedVariationsFrom the won quoteLines of the changeCustomer acceptedNew variationSend the variationInstall and sign offSchedule the visitResolve the defectsHandover and closeSee the week's visitsClose the visitWarrantyWarranty ticketsResume workReopenNew ticketAdd photographsCoverage decisionClose the ticketSubcontract packagesNew packageActivate, then completeRun the workshopNew work orderWebsiteEnquiries arrive

Win the job

Measure and approve

Variations

Install and sign off

Warranty

Subcontract packages

Run the workshop

Website