Create Project Plans

  1. Brian and Oscar schedule site survey (Tues or Thurs)

With subcontractor present (include documentation of insurance, etc with estimate/bid for subcontractor work)

2. Conduct site survey (PM; Including concerns) 

  • Upload pictures

  • Upload notes 

    Build job estimate (Lead PM or COO)

    1. Make surveyor map for the project pitch (Lead PM)

  • Upload maps and scope to the project (Lead PM and COO)

  • Review proposal for job changes (COO and Owner) 

  • Build proposal for job (Salesperson)

    1. Build the slideshow for the client 

    2. Create the custom cost numbers for the specific job

  • Jason sells the proposal like a boss

    1. Subtask: follow up/get a deadline for an answer

  • Creation of Installation Contract (NCS to Owner)

    1. Send Contract via docusign 

  • Once contract is signed, project gets kicked to Josh and Brian and accounting