New project +
Assign project managers.
Take information from client.
Collect job information.
Save all to create project number and send emails to project managers.
New meeting for quotation
Go to the project to make an appointment for the estimator.
Estimator and client receive confirmation e-mail.
New quote (estimator)
Open quote (new, duplicate or template).
Confirm client information.
Under the jobs tab, write the job description or select from a template.
Add materials, labor and subcontractors (time, material, subcontractor, assembly).
Check quotation, margin, discounts, photos, etc.
Change quote status to Submitted.
Send quote or have it signed directly on site.
New quote follow-up (estimator)
Create an activity by selecting Follow-up with date.
After follow-up, change quote status to Won, Lost or Cancelled.
If lost or cancelled, close the project.
New work order
This is generated automatically, and is where the person in charge will enter the relevant information and see the details of the work to be done.
New purchase order
It is automatically generated for the subcontractors indicated in the quote.
Email purchase order to subcontractors.
Create a purchase order (+) to order project materials from a supplier.
Email this purchase order to the supplier, so that you receive the materials at the right time and in the right place.
If the materials come from your company, assign them too.
Job site - purchase orders (supervisor)
Confirm that material has arrived (correct order and material).
Take photo of supplier's receiving sheet and attach.
Assign costs to project or not.
Job site - work orders (supervisor)
Make daily report of time, materials used and photos.
Validate work checklist on completion.
Finalize work order. (will have to be checked)
Invoice - create invoice
Check that work has been completed (hours, materials and lists).
Create an invoice under the Invoice tab, either linked to the work order or to the quote.
Add costs if necessary.
Email invoice to client.
Invoice - receive payment
Apply partial or full payment to invoice.
Close project
When the project is completed, invoiced and paid, change the project status to Closed.