Sales Coordinator

Answer Phones as they come in.

• Reroute Calls if Necessary

• Answer Customer Questions

 

Communicate with and Dispatch Residential Salesman

Schedule Estimates

• Enter Job(estimate) into foundation

• Enter and send calendar invite through outlook

• Update Lead List using Microsoft Excel

• Proposals and other sales documents scanned into Foundation

 

Sold Jobs Paperwork

• Create Install(job) in foundation plus install Dispatch (for residential department to schedule the install)

• Job Packets

• Invoice

• Warranty and national grid paperwork

• Financing

• Permits if needed must be applied for

• Any special instructions that need to be relayed to the install department

 

Job Completed(installed) paperwork

• Job Payment Collected

• Financing filled out and signed

• If not notify salesman immediately via email (use a read receipt)

• Does the job need to be billed out?

• Create invoice and send out (do we have a contact, if not try to get an email so we can cc the salesman)

• Mail invoice out

• Complete job in Foundation

• Apply Payment

• Scan necessary Paperwork into Foundation

• Register Warranty if needed

• Get info for National Grid together to send out to customer if needed.

• Update the lead list.

• Update Residential Sold Job Spreadsheet

• Collect everything needed and start folder for commissions

 

Installations for Next Day

• Call or text customers for next day

• If texting customer any customer that did not receive the text needs to be called.

 

Service Technician Leads

• Service Lead Spreadsheet

• Send spreadsheet to Todd Mischitelli for Service leads for Month

• Get Salesman commissions together for Review