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
   
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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