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SALES ONBOARDING

POST PRODUCTION PHASE
Project Close Out
1. Redline Drawings
2. Warranty
3. Billing Retainage
4. Collaboration
5. Communicatiom
REDLINE DRAWINGS
🔸By Project Manager, with Superintendent/field help (as needed or required)
WARRANTY:
🔸 Send client relevant supplier O&M and Warranty documents, as well as Hercules Warranty form.
BILLING RETAINAGE:
🔸 Done by Admin/Accounting
CLOSING IN SYSTEM:
🔸 Done by Admin/Accounting
COLLABORATION:
🔸 HHS Project Manager to work with Production Manager for preventative maintenance/service agreement and formal commissioning.
COMMUNICATION:
🔸 Project Manager to stay in touch with Client/project team periodically for future project leads or billable service.
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