New Quote…
Name:
County:
Size of Shop:
Walls:
Foundation:
OH Doors:
Insulated OH Doors:
Walk Doors:
3×3 Windows:
6×3 Windows:
Gutter, No Trees, No Problem:
Roof Ext:
Roof Ext Foundation:
Roof Ext Clearance:
Roof Ext Skirting:
Roof Ext Walls:
Lean/to:
Lean/to Foundation:
Lean/to Clearance:
Lean/to Skirting:
Lean/to Walls:
Notes:
Mailing Address:
Jobsite Address:
Email:
Cell:
Received Deposit
Check Deposit for accuracy and date
Text (color)…We have received your deposit and signed contract. Please text me your mailing address so I can mail you a color chart for your building.
Text (no color)…We have received your deposit and signed contract. I will start processing your building and be getting back to you soon.
Put Contract in folder
Set up TK2 with deposit date
File email… Signed Contract
Email Pencil sketch
Rec Pencil Sketch
Email Building Layout
Rec Signed Building Layout
Custom Hidden Notes / Notes in Red on Layout
Create Concrete Sketch
WDMBJ
Process TK2
Email Material
Proof MBCI
Proof Customer Name and WD invoice number
Proof MBCI invoice to WD material list.
Enter to TKMBJ
Proof TKMBJ and Attachment Date Equals Load Date
Set text reminder 8 days including Due Date
Process TK2
Email David Urban County and Material List
Door Layout
Door Layout
Received Concrete Payment
Proof Payment
Process TK2
Send Final Payment
Proof Payment
Email Payment
Received Final Payment
Verify Payment Amount
Email Customer Paid in Full
Date TK2
Date and move to TK1
No Text to Customer
Empty Folder
Text and Email Notes
Received Deposit…
Text…We have received your deposit and signed contract. Please text me your mailing address so I can mail you a color chart for your building.
Text…We have received your deposit and signed contract. I will start processing your building and be getting back to you soon.
Pencil Sketch…
Email… ( Doors and Windows )
Attached below is a Metal Building layout. Please pencil in your door and window location(s) and email back to wdbuildings@gmail.com
Email… ( Just Doors )
Attached below is a Metal Building layout. Please pencil in your door location(s) and email back to wdbuildings@gmail.com
Text…
I emailed you a building layout so you can pencil in your doors and windows.
Building Layout Sketch…
Email…
Attached below is your Metal Building Layout. Please review, sign and email back to wdbuildings@gmail.com
Receive Signed Layout…
We have received your signed layout. We will start processing your building and be getting back to you soon.
Received Signed Color Sheet
We have received your color selections. We will start processing your building and be getting back to you soon.