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A Rolley (website (lead contact form, first contact date, Initial Meeting…

- - - - Spreadsheet - remain in place
        
        PC's monitored in system - copied from SS
        
        Quote doc - Template
        
        F2F to present quote - price upfront
        
        follow meeting set
        
        re-jig quote - version control
        
        Contract portal - master builders edoc's
        
        send PDF to CRM - job folder
        
        2 more items...
        
        send contract
        
        status
        
        on progress
        
        deferred
        
        completed
        
        not started
        
        checklist
        
        Plans to sent out to all subcontrators
      - Tasks
        
        Calander
        
        List all tasks with dates
      - insurances / certifcifiactions - sent from system - saved in job folder
        
        send plans
        
        plans in drop box - sent to certifier
        
        survey plans
        
        certfication status
        
        complete - notified through certifier with decision
        
        yes/no
    - - reffer to designer
        
        quote