1. Fill out Site Survey Request Form on behalf of prospect (Owner, Sales and COO to receive copies)

    https://www.ncsisonline.com/contact

  2. Add site to System Surveyor 

    https://app.systemsurveyor.com/login

  3. Schedule zoom call
    https://zoom.us/signin#/login

  4. Conduct zoom call with system surveyor
    https://zoom.us/signin#/login

  5. Send Site Survey Request Form to COO to create Pending Job File

    brian@ncsisonline.com 

  6. Mark out areas of concern on System Surveyor Map

    https://app.systemsurveyor.com/login

  7. Upload maps to Jobber Project 

    https://login.auth.getjobber.com/u/login

  8. Update Project notes within Jobber to include any important information

Assign due date and set schedule  https://secure.getjobber.com/calendar

9. Send introductory email between client, lead PM and COO