Report & Estimating Sales Coordinator - Key Accounts

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.