What happens to a lead sheet from Estimate to Invoice? Follow this flow chart to understand how we handle customer leads in our office.
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Customer contacts HRI for estimate of offered services.
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Customer information written on initial call-in sheet and scheduled for estimate upon initial contact.
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Representative arrives at clients' home to complete estimate (measurements, note requests, pictures, materials)
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Client estimate is filed with call back sheets to maintain contact with client.
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NO
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Within two days, client receives estimate via email or in person.
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YES
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Client contacts office or representative to negotiate contract.
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Representative may meet with client again to review and/or change initial estimate.
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Client receives a phone call or an email weekly reminding them of the receiving of their expected estimate.
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Client contacts office for approved estimate. Signed proposal returned to office.
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Client deposit is received.
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Dead files: clients who state not interested in estimate, clients with no contact after 2 months attempt.
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Client job placed on schedule, as agreed upon with client.
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YES
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Materials/Tools reviewed, appropriate items ordered prior to commencement of work.
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Work commences.
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Weekly/Lead sheets completed by Crew Members daily.
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Receipts turned into office daily. (with client/job name)
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Client survey received with at least satisfactory remarks.
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Client remits payment to office; cash, check, all credit cards.
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Client receives Closing Package. Crew members review contents of Closing Package with Client.
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Work Completed.
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Estimate to Invoice
