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APPLICATION CAROUSEL
SITE SURVEY
ESTIMATES
NEW/EXISTING CUSTOMER OR CONTRACTOR
EXISTING CUSTOMER
NEW SITE
SITE NAME
SITE ADDRESS
SITE CITY/STATE/ZIP
SITE REGION
SITE COUNTRY
SITE CONTACT
SITE CONTACT EMAIL
CHOOSE SITE
NEW CUSTOMER
EMAIL ADDRESS
CONTRACTOR
EXISTING CONTRACTOR
NEW CONTRACTOR
EMAIL ADDRESS
CONTACT
COUNTY
CITY/STATE/ZIP
REGION
ADDRESS
NAME
PHONE NUMBER
CUSTOMER CITY/STATE/ZIP
COUNTRY
REGION
SITE NAME
CUSTOMER NAME
CUSTOMER CONTACT
CUSTOMER ADDRESS
PROPOSAL TITLE
PROJECT MARGIN
WIN PROBABILITY
PROJECT DURATION
MARKET TYPE
PROJECT NAME
EXPECTED WIN DATE
PROPOSAL DATE
SELL PRICE
PROJECT POSITION
PROJECT TYPE
NEXT
CUSTOM PARTS
ADJUST CUSTOM PARTS
.XLS IMPORT OF THE SAME ABOVE
CUSTOM DISTRIBUTION
CUSTOM MSRP
CUSTOM COST
CUSTOM DESCRIPTION
CUSTOM MANUFACTURER
CUSTOM PART NUMBER
DELETE PART/PARTS
CUSTOMER NEGOTIATED PRICING
NOTES
ADJUST GM
ADJUST LIST PRICE
COPY PARTS
IMPORT PART NUMBER
SEARCH PART NUMBER
ADJUST QUANTITY
TYPE IN PART NUMBER
ADJUST SELL PRICE
GM
CUSTOMER CONTRACT PRICING
DISCOUNT OFF MSRP
ADD CUSTOM PART NUMBER
ADJUST COST
NEXT
CUSTOMIZED LIST DATA ENTRY LIST
NEXT
NEXT
10 more items...
PRICE-INTER-RELATED
2 more items...
RATE ADJUSTMENT REG/OT
OT HOURS
REGULAR HOURS
LABOR NOTES
ADD CUSTOM LABOR CATEGORY
CUSTOMER RATES
LABOR RATE TYPE
EXECUTING LOCATION
OTHER COSTS
LIST OF OTHER COSTS
TRAVEL/PER DIEM COSTS
LIST OF TRAVEL/PER DIEM
CONTRACTOR COSTS
LIST OF CONTRACTOR COSTS
PARTNERS
REPORTING
BUDGETING
CUSTOMERS
SALES FUNNEL
CRM INFORMATION
MATERIAL SELECTION
OTHER COSTS DROP DOWN LIST
LABOR-LIST OF LABOR CATEGORIES
SUMMARY
CHECKLIST
-SEE SAMPLE LIST PROVIDED
DOCUMENTATION
TRACKED BY DATE