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

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

2. Conduct site survey (PM; Including concerns) 

    1. Upload pictures

    2. Upload notes 

  1. Build job estimate (Lead PM or COO)

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

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

  3. Review proposal for job changes (COO and Owner) 

  4. Build proposal for job (Salesperson)

    1. Build the slideshow for the client 

    2. Create the custom cost numbers for the specific job

  5. Jason sells the proposal like a boss

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

  6. Creation of Installation Contract (NCS to Owner)

    1. Send Contract via docusign 

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