Fill out Site Survey Request Form on behalf of prospect (Owner, Sales and COO to receive copies)
Add site to System Surveyor
Schedule zoom call
https://zoom.us/signin#/loginConduct zoom call with system surveyor
https://zoom.us/signin#/loginSend Site Survey Request Form to COO to create Pending Job File
Mark out areas of concern on System Surveyor Map
Upload maps to Jobber Project
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