Business Overview - Tradie Template

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Hills Electrical - Admin Process

Stage 5 - Client Handover

Job Completed

Print & Bind

Reporting

Deliver Handbook

Customer Survey

1 month after completion send survey

Create Handover booklet

Project Timeline Photos

Final Plans

Test results data Sheet

Antenna Test

FAQ

Stage 4 - Invoicing

Peter to sign off

Prepare to invoice

Material Purchases

Labour

Stage 3 - Job Management

Team Leader Responsibility

Done Safe

Audit Checklists

Tool Box Talks

Enter Labour Hours

Enter Material Cost

Job costings

Import Bi Admin Files

Insert invoices for subcontractors and materials into correct jobs

Attach Documentation - via Google Drive

Set Up Floor Plans - Blue Beam

Add Joinery plan snapshot

Client meeting notes

Plans - including revisions

Purchase Orders

Rough In

Board

Finish Off PO's

Lightel PO

Customer Requests

Emails and Peters phone diversion - Peter forwarding

send appropriate message

Answer Calls - 1300 Number

Send appropriate message

Stage 2 - Create Job

Assign Team Leader-as above

Assign Tasks

Assign Team

Schedule Calendar

Send Job Confirmation email

Open Job >

Options > Email > New Email >

Go to email Template > Select “ Booking Confirmation”

Fill in Team Members names that are scheduled to go the next day.

Milestones

Start & Finish dates

Turn Prospect into a Customer

Open Job go across to Service > change from lead to Job

Stage 1 - Lead

Admin Responsibility

Deliver to Customer

Follow Up

Automated email

Richard to Automate?

Win Job

Call Prospect

Subtopic

Create Quote

Scope

This will be situated on a selection sheet which is provided by, Project Diagnostics, the Job Inclusions, Meadowbank Pool Requirements

Provisional Plans

Provisional Plans to be marked up using Selection sheet.

Email Plans

Email Plans to
For Meadowbank homes terri"meadowbankhomes.com.au
the client for that address

Draft Quote

Email Quote

Site Meeting

Stick to the process

Fill out Final selection Sheet

Mark up changes to provisional plan

Construction Plans

Go through changes
Mark up changes

Quote

Profile Prospect

Other Builder

Builder to fill out job inclusions

Builder to complete Project Diagnostics

General Customer

Follow Up Call

cancel job

gmail

Create New Contact

Gmail home> page click" mail"> new contact
fill in all details> groups >select customers so contact is shared through out hills

quote

Meadowbank

Prospect Complete Project Diagnostics

Meadowbank Pool Requirements Sent

Form to be sent to Pool builder Email Address from Project Diagnostics,
Information to be Delivered from Automation to Selection Sheet.

Job Inclusions

Send to Builder
Meadowbank terri@meadowbankhomes.com.au

Brown Bros brownbrosbuilders@gmail.com

Carty Homes todd"carty.com.au

Info to go to selection sheet

Google Drive

Richard from TradiePad coming in 6/02/17 to automate

Tradify

Create Customer Job

Meadowbank Job

Meadowbank Homes Preliminary Info