Dear All hope you all doing great,
As usual need your expertise, I need one format to track the service jobs to be converted in to sales in a fast track. following are the steps to followup this jobs till it closed and invoiced. please help me how to develop format to track and followup where this job got delayed due to what. following are the check list steps.
1. Customer Details (here we received a call from customer for service job)
2. Surevy Request (our engineer will raise the survey request and submit to service dept)
3. Survey status (check with supv which subcon are invloved to complete this survey)
4. If survey received go through the survey report and findout if any parts are required, then request to parts dept to submit their quoation for the required parts.
6. followup with subcont to submit their quotation price for the above survey.
place the order for the parts once we received the quotation.
7. get quoattion from both subcont & parts dept and handover these quotation to our service eng and ask him to prepare quotation for the above service job.
the above steps to be plotted in excel where we can trace the jobs where got delayed.
appreciate for your support as usual.
regards
Jams
As usual need your expertise, I need one format to track the service jobs to be converted in to sales in a fast track. following are the steps to followup this jobs till it closed and invoiced. please help me how to develop format to track and followup where this job got delayed due to what. following are the check list steps.
1. Customer Details (here we received a call from customer for service job)
2. Surevy Request (our engineer will raise the survey request and submit to service dept)
3. Survey status (check with supv which subcon are invloved to complete this survey)
4. If survey received go through the survey report and findout if any parts are required, then request to parts dept to submit their quoation for the required parts.
6. followup with subcont to submit their quotation price for the above survey.
place the order for the parts once we received the quotation.
7. get quoattion from both subcont & parts dept and handover these quotation to our service eng and ask him to prepare quotation for the above service job.
the above steps to be plotted in excel where we can trace the jobs where got delayed.
appreciate for your support as usual.
regards
Jams