CRM Implementation and Organization:
- Build and organize estimate templates in your CRM.
- Create xactimates(48hr turnaround) and contact sheets(24hr turnaround) for all projects when needed(residential only). Commercial and specialty residential timeliness will vary.
- Build out estimate/contract terms
- Structure and manage CRM job files.
- Standard Operating Procedures:
- Develop SOPs from scratch for file intake, production
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