SALES ONBOARDING
Let's Work Together
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PRODUCTION PHASE
This phase occurs before after
executed agreement.
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Production Handoff Meeting
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Production Day to Day
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Client Meetings
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Quality Control
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Change Orders
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Work in Progress
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Billings
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Photographs
1. Production Handoff Meeting
🔸 Meeting between Project Manager and Production Manager(s), and when appropriate (as determined by Production Manager) Superintendent to review information about Client and all project specific relevant information, including but not limited to Work Order(s)
🔸 Project Manager to schedule.
2. Production Day to Day
🔸 Production Manager schedules crews, equipment, concrete pours, and material deliveries to site.
3. Client Meetings: Project Manager to maintain contact with Client and stay involved as the “face” of Hercules to the Client.
• For larger projects, Project Manager to attend weekly meetings.
4. Quality Control
🔸 Project Manager responsible for answering field questions regarding scope and visiting site, as possible, to ensure things are being installed as planned.
5. Change Orders
🔸 Production Manager/Superintendent inform Project Manager of any changes in the field. Client communications regarding any changes and possible change orders proposals to be done by Project Manager.
• If any to be done on Time and Materials (T&M) basis, then ask production to track using T&M Ticket (FORM).
6. Work In Progress (WIP) Reports (click here for WIP SOP).
Review, as received, for inaccuracies and discuss with General Manager.
7. Billings
🔸 Send monthly billing and/or at completion of project to Accounting.
🔸 Billing Sheet/Folder for internal input (see above).
🔸 Mark up prior SOV/Pay App (PA) using BlueBeam for changes from prior month/billings.
🔸 Admin/Accounting follows up on all accounts receivable (A/R) or accounts payable (A/P). When needed for invoice approvals or Client follow ups, Admin/Accounting will send request to Project Manager.
🔸Once final billing complete, give Job Folder to Admin for filing.
8. Photographs
ALL PHOTOGRAPHS ON PROJECTS should be sent regularly to Amy Max in one of 2 ways:
1. Email: signs@herculesfence.com
2. Text Amy Max @ 516-724-2985