Report & Estimating Sales Coordinator - Key Accounts

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

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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.