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PROJECT DATA FLOW, INVOICE PAID? - Coggle Diagram
PROJECT DATA FLOW
LEAD COMES IN
FILL OUT QUICKBOOKS ESTIMATE
FILL OUT GOOGLE SHEET
DATA
CLIENT NAME
SALE STATUS
GOAL HOURS
FINISH APPROVAL STATUS
SAVE SHEETS IN APPROPRIATE "LEAD" FOLDER
LEADS CAN BE MANAGED IN QB ESTIMATES OR IN "LEAD" FOLDER
SALE HAPPENS
APPROVALS CYCLE
APPROVAL DRAWINGS CYCLE
APPROVE ALL FINISHES
UPDATE
UPDATE INVOICE
UPDATE GOOGLE SHEET
MOVE GOOGLE SHEET TO PROJECT FOLDER, ADD TO 'CLIENTS' FOLDER IN DRIVE
FILL OUT HARVEST, FORECAST, PROJECT LIST
ALL APPROVALS MUST BE SIGNED OFF BEFORE LEAD TIME CAN START
AT THIS STAGE THE CLIENT HAS AGREED TO THE PRICING AND DETAILS IN THE QB ESTIMATE
INVOICE MADE AND SENT
CAN LEADS FOLDER HAVE 'STATUS' FOLDERS WITHIN IT?
DATA
CLIENT INFO
DELIVERY ADDRESS
PROJECT DETAILS, SCOPE
QTY
FINAL MATERIAL & FINISH SELECTION
DIMENSIONS
INVOICE PAID?
INVOICE PAID?
INVOICE PAID?