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  • Immediately Homeowner Tech in Calendar Project Title Page

    Uploaded by

    Cathy Lovee
    11 views1 page
    1. The document outlines steps for completing a work order, final report, invoice, and filing. It includes immediately logging the project, scheduling a technician, and creating a project folder. 2. For the final report, it specifies saving in the correct folder, printing copies and scanning a signed copy to save in the folder. 3. For invoicing, it details entering rates, printing, signing, scanning copies and attaching the invoice to the paperclipped final report. The invoice is then emailed depending on if it's a big or small company. 4. For filing, it instructs finding the appropriate file to put the invoice and copy, and enveloping other original documents to file

    Original Description:

    for woorrk

    Original Title

    Work Notes

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    1. The document outlines steps for completing a work order, final report, invoice, and filing. It includes immediately logging the project, scheduling a technician, and creating a project folder. 2. For the final report, it specifies saving in the correct folder, printing copies and scanning a signed copy to save in the folder. 3. For invoicing, it details entering rates, printing, signing, scanning copies and attaching the invoice to the paperclipped final report. The invoice is then emailed depending on if it's a big or small company. 4. For filing, it instructs finding the appropriate file to put the invoice and copy, and enveloping other original documents to file

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views1 page

    Immediately Homeowner Tech in Calendar Project Title Page

    Uploaded by

    Cathy Lovee
    1. The document outlines steps for completing a work order, final report, invoice, and filing. It includes immediately logging the project, scheduling a technician, and creating a project folder. 2. For the final report, it specifies saving in the correct folder, printing copies and scanning a signed copy to save in the folder. 3. For invoicing, it details entering rates, printing, signing, scanning copies and attaching the invoice to the paperclipped final report. The invoice is then emailed depending on if it's a big or small company. 4. For filing, it instructs finding the appropriate file to put the invoice and copy, and enveloping other original documents to file

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    1.

    WORK ORDER
    a) project log **immediately**
    b) homeowner & schedule tech in
    c) calendar & update client contact
    d) project title page/folder if needed
    2. FINAL REPORT
    a) save in **correct folder** (email if big company
    NOW)
    b) print
    1 COPY for sign **immediately**
    c) scan 1 signed copy **SAVE IN FOLDER** than
    delete scan
    d) staple BOTH, WHOLEPUNCH copy & paperclip it
    e) put all final report in PILE to be invoiced
    3. INVOICE
    a) Template enter rates print out for signing
    b) SIGNED printerscan to comp2 copies
    c) all sheets & put on top of paper clipped report
    d) stamp FILE COPY
    e) BIG COMPANYEmail project coordinator/project
    manager: invoice
    SMALL COMPANYemail INVOICE
    4. FILING AWAY
    a) find appropriate file and put invoice+copy in
    there
    b) envelope for ALL OTHERS (original
    invoice+report)
    except:
    CANSTARblue folder- next door
    BELFORaccumulate in folder
    Put ALL rest in their own files+ask reception to
    stamp/send out

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