Workflow Form
Customer Name
*
First Name
Last Name
Customer Name 2
First Name
Last Name
Company
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
-
Area Code
Phone Number
Phone Number
-
Area Code
Phone Number
E-mail
Customer Type
Please Select
Existing Customer - Tech Rec
Existing Customer
New Customer
Lead Type
Residential
Commercial
Air Conditioning
Forced Air Gas Heat
Forced Air Elec. Heat
Packaged RTU
Chilled Water Fan Coil
Ductless Split
Unico/Spacepak System
Hydronic Boiler
Steam Boiler
Hot Water Heater
Duct Mods.
Humidifier
IAQ
Maintenance Agreement
Other
Notes:
Estimate Date
-
Month
-
Day
Year
Date Picker Icon
Can the client meet earlier
Yes
No
Project Manager
Does client have an active MA?
Yes
No
Attach Relevant Equipment History
Submit
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Sales Coordinator
Click for Yes
Referral entered on Google Doc (if necessary)
Lead entered in SW and Google Calendar
Submit
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Project Manager
Check for Yes
Check for No
Signed proposal received & attached
Original word doc proposal sent to Install Coordinator (if available)
Down payment received or approved payment terms
Completed Material List sent to warehouse
Equipment ordered?
Warehouse aware of pickup?
Warehouse aware of delivery?
Furnace Trade-In Job?
Warranty Job?
All sub-contractors scheduled (if needed)
Crane scheduled (if needed)
Is this a standard swap out or accessory installation?
Please Select
Yes
No
Attach Material List
Attach Proposal
Financing # of months (put N/A for no financing)
Upload Any Additional Pictures of Equipment
Upload a Picture
Max. 6 picture
Cancel
of
Attach Workbook (PDF Version)
Upload Any Additional Pictures of workbook
Upload a Picture
Max. 6 picture
Cancel
of
Google Drive Link if available
Permit Required
Please Select
Yes
No
Structural Engineering Required
Please Select
Yes
No
Submit
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Install Manager
Click for Yes
Click for No
Job reviewed and layout accepted
Material list reviewed and accepted
Job reviewed with PM or Lead installer
Assigned crew and man days verified
Who is starting off job?
Notes from Install MANager
Submit
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Install Coordinator
Click for Yes
Click for No
Customer contacted and appointment confirmed
Job entered in Sucessware
Proposal attached to location docs
Invoice line items entered
Info entered in commission sheet
Financing paperwork given to warehouse
Permit acquired
Submit
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Warehouse Manager
Click for Yes
Click for No
All materials ordered
Materials received and staged
Equipment received and staged
Installer to pick up or warehouse delivering to job
Please Select
Warehouse delivering
Installer Picking up
Who is picking up equipment and when?
Notes from IM
Submit
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Installer
Click for Yes
Click for No
Pre-walk through with customer
Installation complete
Final walk through with customer
Balance due collected
Review Buzz and referral cards given
All stickers applied to equipment
Installation check list completed
All materials entered in material check list
All unused materials tagged and ready for return
Job debrief completed with Install Coordinator
Pictures of Installation
Upload a Picture
Max. 6 picture
Cancel
of
Pictures of Install Checklist
Upload a Picture
Max. 2 pictures
Cancel
of
Pictures of Install Material List
Upload a Picture
Max. 2 pictures
Cancel
of
Company tools returned & given to:
Checklist, material list & job folder returned to shop or given to:
Submit
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Install Coordinator
Click for Yes
Click for No
Complete task groups 2 and 3
Equipment registration completed
Confirm balance due received! If not contact PM
Processes all customer rebates
Create any subsequent jobs (if applicable)
Schedule final inspection (if applicable)
Submit
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Sales Coordinator
Click for yes
Click for No
Thank you sent to customer
Happy call made
Mail post installation package
File job folder
Schedule 6 month follow up for any referrals
Submit
Should be Empty: