STEP 1: Add Customer
Add a customer or prospect to your CRM
STEP 2: Book a In House Estimate
Book a visit to the project and set up an appointment for the customer or prospect.
Step 3: In the Project Details
Enter the information of the project so you can create estimate and contracts
Step 5: Schedule Client to come into showroom
A calendar to schedule a clients visit to the showroom
Step 6: Create an Estimate & Invoice
Create estimate based on notes on the project
STEP 7: Schedule the Project with Team
Schedule the Contractors to do the project
STEP 8: Scheule a Final Walk Thru
Schedule a Final Walk thru
STEP 9: Make Job Completed
Mark job finished so that the final payment invoice is sent to customer
Create a Mechanic Lien
Fill out the information to create the Mechinacs Lien Document to print out for client.
Print a Mechanic Lien Affidavit
To print out the affidavit