Purpose
Every won job is fully set up in OneDrive and AroFlo before it reaches the schedule. No job is booked until all six steps below are done.
TriggerClient accepts the quote, verbally or in writing.
Owner / Sign-offAdmin completes. Operations / Mick signs off before scheduling.
TargetAll steps done within 2 business days of acceptance (engineering and DBYD may take longer to return).
Steps
| # | Step | Where | Done when |
|---|---|---|---|
| 1 | Check the client has completed the acceptance form (sent with the quote). If they accepted by phone with Mick, text them the form link as a reminder. Send the deposit invoice. | SMS / Email / AroFlo | Signed acceptance form received and deposit paid |
| 2 | Order engineering (if included in the quote) and lodge Dial Before You Dig request | Engineer / BYDA | Engineering ordered; DBYD report received |
| 3 | Create project folder from the OneDrive project template; upload the accepted quote | OneDrive | Folder named correctly; quote saved inside |
| 4 | Create the project in AroFlo from the project template | AroFlo | Project live with client, site address and quote linked |
| 5 | Build the foreman's budget and upload to the AroFlo project | AroFlo | Budget attached and visible to foreman |
| 6 | Upload engineering, DBYD report and all other job documents to the AroFlo project | AroFlo | All documents attached; nothing held only in email |
The ruleNo deposit, no booking. Steps 2–6 can run while waiting on the deposit, but the job does not go on the schedule until Step 1 is complete.
Ready-to-schedule check
Admin ticks all boxes, then hands the job to Operations for scheduling.
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