Javascript is disabled. This will break some site features. To enable Javascript click here.
Use this best practice to take example job management forms used in the sales process and create your own version for success.
This form is used to reconcile the salesperson's estimate with the installer's version of what is seen on walk-through to start a job. We use this form to identify and hold accountable each party, in case of an estimating error in design, items, or application. This form makes certain the company has a process for estimating and designing correctly.
1 Page Document
We use the quality assurance form as a final inspection report by installers, ensuring the job has been completed to the specifications of the the salespeople and company. Create your assurance form based on your standards of installation.
2 Page Document
Use the job estimating or costing form to create an estimate if you are not using cookbook pricing. Many companies still use the estimating process, this form simply helps you be certain to ask all the correct questions to create cost for a job. It does not create a price, just a record of materials and costs.
Get All-Accessfor 30-Days Free
Unlock all of the available training resources