Report & Estimating Sales Coordinator - Key Accounts

Report & Estimating Sales Coordinator

The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, drivingquotesand 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;submitquotes/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.
• Whenvalidated, 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,submitquotes 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 isrequired, send it toEstimatingto revise.
• On return, re-submit; add the sending email to documents.
• Notify the KPI/Compliance Admin to mark reports as submitted.

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