Create Project Plans
Operations works with sales to schedule a site survey
With subcontractor present (include documentation of insurance, etc with estimate/bid for subcontractor work)
Conduct site survey (PM; Including concerns)
Upload pictures
Upload notes
Build job estimate
Make surveyor map for the project pitch
Upload maps and scope to the project
Review proposal for job changes
Build proposal for job
Build the slideshow for the client
Create the custom cost numbers for the specific job
Sales presents the proposal
Creation of Installation Contract
Send Contract via docusign
Once contract is signed, project is ready to initiate