Community Fire Prevention Ltd - 22 emplois
Port Coquitlam, BC
Posté aujourd'hui
Détails de l'emploi :
Temps plein
Gestion
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.
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Foire aux questions
This position is based in Port Coquitlam, BC.
This is a full-time position.
The role acts as a bridge between Operations/Estimating and the client, generating draft quotes, processing inspection reports, driving quotes and reports to send to clients, and managing revisions.
Start of day, midday, and end of day tasks include reviewing orders needing draft quotes and inspection reports, checking the KPI Report for outstanding items, coordinating with Estimating, processing inspection reports, and logging reasons when drafts can’t be sent.
Key SOPs include RPT-1 for minor draft-quote generation, RPT-2 for inspection-report processing, RPT-3 for the report/quote submission loop, and RPT-4 for handling revisions with Estimating.
When a revision is required, it is sent to Estimating to revise, then re-submitted with the sending email added to the documents, and KPI/Compliance Admin is notified to mark reports as submitted.
The role involves reviewing the KPI Report for outstanding quotes/reports and revision requests, and submitting quotes and reports accordingly from the KPI Report’s outstanding list.
