Project coordinator tasks
Customers, projects, measures, quotes, work orders, visits and warranty
- My account, projects and reportsMy account · Notices · Projects · Reports
- Enquiries and customersWebsite enquiries · Customers · New customer · Add contact
- Project and quoting measureNew project · New quoting measure · Scope key · Capture assignee
- Quote and record the outcomeNew original quote · Add line · Send quotation · Record Won
- Fabrication measure for approvalNew fabrication measure · Submit for approval · Move to Approved
- VariationsNew variation · Send variation · Customer Accepted
- Price libraryPrice library · New price item · Create new rate
- Create work ordersNew work order · Production stage · Parent slab · Components
- Schedule and close install visitsSchedule a visit · Components carried · Record a defect · Close visit
- Warranty ticketsNew ticket · Record coverage decision · Reopen ticket · Resume work
- Subcontract packagePackage · Complete package · Cancel package