New Project Intake Checklist

Log Call
New Customer ?
Add New Customer
Add/Update Customer information, personnel, addresses, phone, email
Create Project Admin and Abstract Records

Project# = 2 digit year, 2 digit customer code, 2 digit sequence number

Get Project Information:

Customer Project Number
Customer Project Name, 
Customer Project Manager, manager contact info
sponsor agency, Sponsor Project Manager, sponsor manager contact info
other agency, other agency Project Manager, manager contact info
start date, due date
project locations, ownership status, 
other subcontractors
surveyors, contact information
maps and plans

General Service Agreement in Place?
Negotiate Contract

Generate Service Contract

Send letter of agreement to client

Send project letter and email to sponsor