Report & Estimating Sales Coordinator
The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, driving quotes and reports to “Good to send” and out to the client, and managing revisions.
Workflow coverage: Primary in Account Management (draft quote), Operations/Estimating, and Reporting; supports Completion report processing.
Daily rhythm
Start of day
Midday
End of day
- Review orders needing draft quotes and inspection reports to process
- Check the KPI Report for outstanding quotes/reports and revision requests
- Coordinate completion of draft quotes with the Estimating team
- Process inspection reports; submit quotes/reports to the client or KAM
- Log the reason any draft could not be sent; update activity notes and contact Estimating
- Hand approved-quote items back to the AM “Repair Approval” step
Standard operating procedures
RPT-1 — Minor draft-quote generation
- For repairs completed on site and minor orders requiring a quote, generate the draft.
- Coordinate scope and pricing with Estimating.
- When validated, mark the quote “Good to send” and route it to the KAM for client submission.
RPT-2 — Inspection-report processing
- Process inspection reports on completed work; ensure each report is complete and attached.
- Where deficiencies require a quote, route the scope to Estimating.
RPT-3 — Report / quote submission (reporting loop)
- From the KPI Report's outstanding list, submit quotes and reports accordingly.
- If a draft could not be sent, confirm and document the reason, update the activity note, and contact Estimating.
RPT-4 — Revisions
- When a revision is required, send it to Estimating to revise.
- On return, re-submit; add the sending email to documents.
- Notify the KPI/Compliance Admin to mark reports as submitted.
