As-in Process

Survey Sheet

Intended as an aide in pricing and preparing a bid.

Order Entry Ticket

Order entry consists of the summed up material and the work ticket(s) (Architect grade) representing what is being built. This job function will consist of “scrubbing” the orders for consistency and correctness.

Renovation Job

Standard contract. Needs customer signature.

New Construction

	If PO: then we use a Contract Addendum.
	If no PO: Then we use the contract awarding us the job by the customer.

Payment Collection

If this has a PO, then reference the PO number and invoice at shipment time.
If this job is awarded by customer under a contract, request a Payment Application or Withdrawal slip from customer prior to shipping and invoice against it.

Preparing the Bid

Use the Pricing Schematic to base the bid.

Order Entry

This is the document you produce after having fully understood the Installation Job. It serves as the bid for the job.

Contract Packet

Each job will have the following:

	Order Entry
	Work Ticket
	Installation Order Entry

In addition to the above items, you will need the following items for a complete Contract Packet:

New Construction

Customer Labor agreement (from Customer)

-and/or-

Purchase Agreement

Exhibits C and D

Renovation Jobs

Purchase Agreement

Exhibits C and D

Subcontract Products

Purchase Agreement

Exhibits C and D

Shop drawings from the company supplying the product

Payment Collection

If this has a PO, then reference the PO number and invoice at shipment time.
If this job is awarded by customer under a contract, request a Payment Application or Withdrawal slip from the customer prior to shipping and invoice against this document.

Note: Sometimes invoicing is done without Payment Application or Withdrawal slip. Reference the Contract.

Case Study Project for I-PROCESS

Process Schematic for Product Bid Packages

Survey Sheet

Renovation Job

New Construction

Process Schematic for Installation Bid Packages