Report & Estimating Sales Coordinator - Key Accounts

Report & Estimating Sales Coordinator
The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, drivingquotesand 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;submitquotes/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.

Whenvalidated, 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,submitquotes 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 Estimatingto revise.

On return, re-submit; add the sending email to documents.

Notify the KPI/Compliance Admin to mark reports as submitted.