Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Select date
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Was the Sales Manager or Credit Manager’s Approval email attached into the Quote Document Folder? <br>
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Was this action logged into the Job Log?
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Have the submittal documents been created on the website using the easy submittal builder?
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Has the project information been sent using the project kickoff template email. The template is to be tailored based on current project information and customer history.<br>The email subject line is required to say<br> (Project Name) Kickoff Information<br>
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Were the standard and additional attachments provided as required?
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Has the project kickoff email been attached into the Quote Document Folder.
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Has this action been logged into the Job Log
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Has the follow up phone call been made to ensure the Customer fully understands the Project Kickoff Meeting email you sent and the documents required.
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Was the phone call logged into the job log?
