Hills Electrical - Admin Process

Stage 1 - Lead

Admin Responsibility

Profile Prospect

Meadowbank Homes Preliminary Info

Meadowbank

Tradify

Meadowbank Job

Create Customer Job

Google Drive

Richard from TradiePad coming in 6/02/17 to automate

Job Inclusions

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Send to BuilderMeadowbank terri@meadowbankhomes.com.auBrown Bros brownbrosbuilders@gmail.comCarty Homes todd"carty.com.au

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Info to go to selection sheet

Prospect Complete Project Diagnostics

Meadowbank Pool Requirements Sent

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Form to be sent to Pool builder Email Address from Project Diagnostics,Information to be Delivered from Automation to Selection Sheet.

General Customer

Tradify

Follow Up Call

gmail

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Create New ContactGmail home> page click" mail"> new contactfill in all details> groups >select customers so contact is shared through out hills

quote

cancel job

Other Builder

Google Drive

Tradify

Builder to complete Project Diagnostics

Builder to fill out job inclusions

Create Quote

Scope

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This will be situated on a selection sheet which is provided by, Project Diagnostics, the Job Inclusions, Meadowbank Pool Requirements

Provisional Plans

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Provisional Plans to be marked up using Selection sheet.

Draft Quote

Email Quote

Site Meeting

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Stick to the processFill out Final selection SheetMark up changes to provisional plan

Construction Plans

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Go through changesMark up changes

Quote

Email Plans

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Email Plans to For Meadowbank homes terri"meadowbankhomes.com.authe client for that address

Subtopic

Follow Up

Call Prospect

Win Job

Automated email

Richard to Automate?

Deliver to Customer

Stage 2 - Create Job

Admin Responsibility

Turn Prospect into a Customer

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Open Job go across to Service > change from lead to Job

Schedule Calendar

Start & Finish dates

Milestones

Send Job Confirmation email

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Open Job > Options > Email > New Email >Go to email Template > Select “ Booking Confirmation”Fill in Team Members names that are scheduled to go the next day.

Assign Team Leader-as above

Assign Team

Assign Tasks

Stage 3 - Job Management

Admin Responsibility

Customer Requests

Answer Calls - 1300 Number

Send appropriate message

Emails and Peters phone diversion - Peter forwarding

send appropriate message

Follow Up

Attach Documentation - via Google Drive

Purchase Orders

Rough In

Board

Finish Off PO's

Lightel PO

Plans - including revisions

Client meeting notes

Set Up Floor Plans - Blue Beam

Add Joinery plan snapshot

Job costings

Insert invoices for subcontractors and materials into correct jobs

Import Bi Admin Files

Team Leader Responsibility

Enter Material Cost

Tradify

Enter Labour Hours

Tradify

Done Safe

Tool Box Talks

Audit Checklists

Stage 4 - Invoicing

Tradify

Admin Responsibility

Prepare to invoice

Labour

Material Purchases

Peter to sign off

Stage 5 - Client Handover

Job Completed

Admin Responsibility

Create Handover booklet

FAQ

Antenna Test

Test results data Sheet

Final Plans

Project Timeline Photos

Print & Bind

Deliver Handbook

Customer Survey

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1 month after completion send survey

Reporting