Title Page
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Site conducted
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CRM Number
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Client/Site
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Describe the item you are quoting.
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Rep Name
- James Conroy
- Jim Faix
- Phil Conroy
- Brad Harriott
- Willem Nel
- Other
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Enter Rep Name
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Date completed
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Quote prepared by
Chute/Tiling Checklist
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Is the item you are quoting a tiled chute/box?
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Has the area been measured accurately and double checked?
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Have the cuts been counted and double checked?
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Has the complexity of tiling been taken into account with tiling rates?
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Are there double bevels?
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Have they been added to costings?
Quote Completion Checklist
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Job folder created and enquiry details placed in relevant folder?
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Have you checked previous supply?
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Provide previous job's HMA Number
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Attach previous master cost report.
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Is MDR/ITP/NDT/Hydro Test Required?
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MDR?
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Provide details
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ITP?
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Has word document been saved to job folder?
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NDT?
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Provide details of required NDT
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Hydrotesting?
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Provide Details of Hydrotesting requirements
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Have costings been completed and double checked?
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Does new sell price vary much from previous supply?
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Provide details
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Has quote letter been proofed and spell checked?
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Have you provide details of specific inclusions/exclusions?
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Has lead time been confirmed with production?
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Have material stocks/availability been checked to see if we can to complete in time?
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Has CRM been updated?
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Have relevant supplier quotes been placed in folder named clearly?
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Irrelevent quoted moved to superseded folder?
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Reference only quotes stamped "reference only"
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Was there anything else unusual about this job the rep should be informed about?
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Provide details
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Are drawing changes required?
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Provide details
Finalisation
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Create email to confirm completion of quote.
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Insert hyperlink
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Insert brief handover
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Attach copy of this report and insert a copy in the job file under costings
