Verify or create the customer record and check for duplicates.

Verify or create the correct service site.

Verify the primary, billing, and authorization contacts.

Create the lead or direct quote and record the request.

Select the correct BOTI'S legal entity and business group.

Assign the estimator and dated follow-up task.

Record whether a site visit is required.

Schedule the site visit when applicable.

Record site conditions, measurements, equipment, and photographs.

Record permits, access, shutdowns, technical requirements, and open questions.

Create or open the correct quote without creating a duplicate.

Assign the correct cost centre for each trade or division.

Enter the scope, deliverables, exclusions, assumptions, and customer responsibilities.

Enter estimated labor, materials, supplier pricing, freight, and tax treatment.

Enter equipment and rental costs and approved selling treatment.

Enter genuine customer options when applicable.

Review markup and gross margin by cost centre.

Enter quote expiry, schedule assumptions, payment terms, and billing requirements.

Attach current customer-facing drawings, specifications, and photographs when applicable.

Complete the internal quote review and retain approval evidence.

Set the quote stage to Approved for customer portal release.

Send the approved quote and schedule the next follow-up.

Record each follow-up and maintain the next-action task.

Issue and identify a revised quote when applicable.

Record the actual outcome when the quote is not accepted.

Verify and retain customer acceptance of the current quote revision.

Obtain and reconcile the customer purchase order when required.

Enter the customer purchase-order number and attach the purchase order when applicable.

Verify credit, deposit, and payment prerequisites.

Convert the approved quote to a job and record the job number.

Verify all information transferred correctly to the converted job.

Verify job budgets and billing milestones against the approved quote.

Assign the project manager, supervisor, purchasing, receiving, and accounting contacts.

Record job risks, licenses, permits, insurance, qualifications, and inspections.

Complete the documented job handoff and release the job for ordering.

Finalize material requirements and verify stock and supplier costs.

Create each supplier purchase order against the correct job, entity, and cost centre.

Obtain purchase-order approval before sending it to the vendor.

Record the vendor acknowledgment, pricing, lead time, and delivery date.

Receive and inspect materials against the purchase order and packing slip.

Record and control shortages, damage, incorrect items, returns, and expected credits.

Record material location and issue materials to the job without duplicate costing.

Obtain approval before an installer field purchase.

Purchase only authorized items and obtain an itemized receipt.

Submit the legible receipt and reimbursement request by the required deadline.

Review the field purchase, receipt, job use, returns, and unused stock.

Record the field-purchase cost once against the correct entity, job, and cost centre.

Reimburse approved personal expenditure and record the payment reference.

Verify materials, permits, drawings, access, and payment prerequisites before release.

Schedule qualified technicians, equipment, and subcontractors.

Send and retain the customer appointment notification.

Provide the approved scope, drawings, requirements, and calibration records.

Issue materials, tools, and equipment and release the crew.

Check in at the correct site and record actual time against the correct job.

Verify the work area, equipment, scope, and pre-existing conditions.

Complete and record the required safety briefing and controls.

Record labor, materials, and equipment used each day.

Photograph concealed and completed work or document the approved alternative.

Record customer instructions and changed site conditions.

Stop and document work affected by an unresolved scope difference.

Segregate and record defective or incorrect materials when applicable.

Record and correct installation deficiencies.

Create an identifiable variation for changed scope when applicable.

Price the variation and record schedule impact.

Obtain internal approval and send the variation to the customer.

Obtain written customer approval before performing affected extra work.

Update the selling price, budget, materials, milestones, and schedule.

Complete and record the installer self-inspection and functional testing.

Complete and record the supervisor quality review.

Correct, retest, and verify nonconforming work when applicable.

Complete and record authority inspections when applicable.

Complete the punch list and supervisor quality approval.

Create or update customer and site asset records when applicable.

Deliver applicable as-builts, manuals, warranties, and reports.

Provide and record customer training when applicable.

Obtain customer completion acceptance.

Record completion dates, warranty dates, and unresolved obligations.

Set the job to Complete – Ready to Invoice and notify Accounting.

Return unused material and record job-cost adjustments, refunds, and credits.

Reconcile purchase orders, receipts, bills, credits, and field expenses.

Verify all labor and job costs are submitted, reviewed, and posted once.

Compare actual and expected costs with the approved budget and selling price.

Approve the billing milestone and create the correct invoice.

Reconcile the invoice to approved scope, variations, prior billings, and customer requirements.

Approve, issue, send, and record the invoice and receivable.

Create required warranty or service follow-up when applicable.

Resolve documentation, approvals, deficiencies, purchase orders, returns, and open costs.

Record customer feedback, lessons learned, and required corrective action.

Obtain management closeout approval and close the job.