par Cube Consulting Group Il y a 5 années
192
Plus de détails
Print & Bind
Reporting
Deliver Handbook
Customer Survey
1 month after completion send survey
Create Handover booklet
Project Timeline Photos
Final Plans
Test results data Sheet
Antenna Test
FAQ
Peter to sign off
Prepare to invoice
Material Purchases
Labour
Audit Checklists
Tool Box Talks
Import Bi Admin Files
Insert invoices for subcontractors and materials into correct jobs
Set Up Floor Plans - Blue Beam
Add Joinery plan snapshot
Client meeting notes
Plans - including revisions
Purchase Orders
Rough In
Board
Finish Off PO's
Lightel PO
Emails and Peters phone diversion - Peter forwarding
send appropriate message
Answer Calls - 1300 Number
Send appropriate message
Automated email
Richard to Automate?
Win Job
Call Prospect
Scope
This will be situated on a selection sheet which is provided by, Project Diagnostics, the Job Inclusions, Meadowbank Pool Requirements
Provisional Plans
Provisional Plans to be marked up using Selection sheet.
Email Plans
Email Plans to
For Meadowbank homes terri"meadowbankhomes.com.au
the client for that address
Other Builder
Builder to fill out job inclusions
Builder to complete Project Diagnostics
General Customer
Follow Up Call
cancel job
gmail
Create New Contact
Gmail home> page click" mail"> new contact
fill in all details> groups >select customers so contact is shared through out hills
quote
Meadowbank
Prospect Complete Project Diagnostics
Meadowbank Pool Requirements Sent
Form to be sent to Pool builder Email Address from Project Diagnostics,
Information to be Delivered from Automation to Selection Sheet.
Job Inclusions
Send to Builder
Meadowbank terri@meadowbankhomes.com.au
Brown Bros brownbrosbuilders@gmail.com
Carty Homes todd"carty.com.au
Info to go to selection sheet
Google Drive
Richard from TradiePad coming in 6/02/17 to automate
Tradify
Create Customer Job
Meadowbank Job
Meadowbank Homes Preliminary Info
