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ATR (Leads (Questionnaire (Auto Send, Results), Name, Phone, Email, Date,…
ATR
Leads
Questionnaire
Auto Send
Results
Name
Phone
Email
Date
Phone Number
Source
Date and Time Stamp Notes (allows email direct to clients and replies).
Create Project from Lead
Projects
Line Items (based on inventory line items, or manual free text)
#
Suppliers (allows multiple)
Canned Response
Quality Control
On Boarding
Thank You Email
Quote Request
Numbers
Expected Numbers
Final Numbers
Tasks
Allow Multipule
Allow linking to Exiting Tasks EG multi suppliers
Locked Time
Dependent Task
Quotes
Attached File
Total Price
Item
Category Picker
Contact (pre filled where possible)
Name
Contact
Email
Mobile
Preferred Contact Method
Estimate (derived from inventory database)
Details
Map of the Area
Customer
Venue
First ATR Contact
Date Created
Management Fee
Time Spent (total logged in to project)
Client Files
Total Attachments broken up by
Task Lists
Pre-Made Checklist (editable)
Contact Suppliers
#
Run Sheet (will attempt to build itself based on info from line items)
Admin
Category (customer editable)
Sub Category
Sub Category
Sub Category
Supplier
Checklists
Canned Responses
Referral Sources
Reports
Hourly Recovery by Project
Five Ways
Nearing Time Allocation Alerts