CO CONSTRUCT LEAD

DATE *
SALESMAN *
CUSTOMER NAME *
JOB NAME *
JOB ADDRESS *
JOB CITY *
JOB STATE *
JOB COUNTY *
JOB MANAGER *
JOB MANAGER PHONE *
JOB MANAGER EMAIL *
HOMEOWNER NAME
HOMEOWNER PHONE
HOMEOWNER EMAIL
SCOPE OF WORK *
JOB TYPE


JOB STATUS


PROJECTED START DATE
   
FILE SETUP  
SALES/MAIN FOLDER

COST OF SALE FOLDER

CREATE ELECTRONIC FILE

*

   
BID WORKSHEET DATA  
HOURS
MATERIALS
SUB HOURLY RATE
CUSTOMER HOURLY RATE
FLAT RATE


   
CUSTOMER PHASES  
PHASE 1 DESCRIPTION Phase 1% Percentage
PHASE 2 DESCRIPTION Phase 2% Percentage
PHASE 3 DESCRIPTION Phase 3% Percentage
PHASE 4 DESCRIPTION Phase 4% Percentage
PHASE 5 DESCRIPTION Phase 5% Percentage
PHASE 6 DESCRIPTION Phase 6% Percentage
PHASE 7 DESCRIPTION Phase 7% Percentage
PHASE 8 DESCRIPTION Phase 8% Percentage
PHASE 9 DESCRIPTION Phase 9% Percentage
PHASE 10 DESCRIPTION Phase 10% Percentage
   
SUBCONTRACTOR PHASES  
PHASE 1 DESCRIPTION Phase 1% Percentage
PHASE 2 DESCRIPTION Phase 2% Percentage
PHASE 3 DESCRIPTION Phase 3% Percentage
PHASE 4 DESCRIPTION Phase 4% Percentage
PHASE 5 DESCRIPTION Phase 5% Percentage
PHASE 6 DESCRIPTION Phase 6% Percentage
PHASE 7 DESCRIPTION Phase 7% Percentage
PHASE 8 DESCRIPTION Phase 8% Percentage
PHASE 9 DESCRIPTION Phase 9% Percentage
PHASE 10 DESCRIPTION Phase 10% Percentage
   
SALES TOOL  
ADD TO SALES TOOL

CUSTOMER NAME
JOB NAME
JOB MANAGER
STATUS

SUB
   
CO-CONSTRUCT WORK  
CO-CONSTRUCT PRINTOUTS


SELECTIONS


ESTIMATING SQUARE FOOTAGES


FLOOR PLANS


ELEVATIONS


ADD TO HARD FOLDER


   
NEW CONST WORKSHEET DATA ENTRY  
HIGHLIGHT ALL POTENTIAL PAINT ITEMS ON PRINTED SELECTIONS


HIGHLIGHT ESTIMATING SQUARE FOOTAGES


HIGHLIGHT PAINTABLE ITEMS ON FLOOR PLANS


HIGHLIGHT PAINTABLE ITEMS ON ELEVATIONS


   
KEY RELEVANT ITEMS FROM SELECTIONS


KEY ESTIMATING SQUARE FOOTAGES


KEY RELEVANT ITEMS FROM FLOOR PLANS


KEY RELEVANT ITEMS FROM ELEVATIONS


   
ADDITIONAL NOTES
   
INSTRUCTIONS ***Location of file & file name to be written on all transmittals before turning into sales.
  ***Form to be clipped to Cost of Sale Folder & Sale/Main folder with Cost of Sale folder on top.


 

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