Meetings, Calls, Customer Portal

Customer Interaction
Project Workflow

Final
Sales Team Sales Submit for walkthrough
Customer Review
acquires a Customer Approval Changes is schedule
Documents & Sign Invoice is sent
project Requested? Items are
Online to the
lead Customer Portal received
customer

No Change

Yes, Changes Requested

Email, MS Word or
QuickBooks

Project approved by QuickBooks

Scope of Work Any Purchase
Sales Team customer Estimate is
Budget changes Order is
reviews Email Notification w/ created from
Time Frame are noted created
signed Document SI2017
D-Tools SI 2017

Info is
System System Project
synched to D-
Designer Change Order Designer Manager Changes are
Completed Tools and
creates a Reports Report is creates a updates synched to D-
Project Project is
project in Generated revision in D- info in D- Tools
marked as
D-Tools Tools Tools
completed
Microsoft Visio
Mobile Install

Field
Line Complete Drawing Task for changes
Installation is
Diagram is created in Visio install is are
completed.
Drawing (optional) created applied
to MI
Third Party Software
& Integrations

Custom Custom Questions? Please schedule a meeting with us so we

XML
Cloud API Report Cloud API Report can cover this suggested process. You can email
Export
Export Export
Eduardo Voloch at eduardov@d-tools.com