AirGenuity Work Instructions

Last update: 2024-09-24

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2.4a Sales Estimating TakeOff

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Process for estimator to collect and organize details from customer requirements (Plans & Specs)

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AirGenuity Work Instructions

Completed

2.5 Order Entry

Create WI with Design Checklist

3.2 Project Planning Trades Coordination

3.6 Systems Integration

4.2 Service Spot Checks

5.3 Sales Forecasting

6.0 Employee Review

4.1 Contract Management in Year Zero

5.0 Weekly Scheduling Meeting

3.4 Site Mobilization

6.0 Time Off

3.6 Customer Acceptance

2.4a Sales Estimating TakeOff

3.5 Systems Start Up

3.3 Subcontract Work Packakge

3.3 Shop Drawing Generation & Approvals

2.4b Estimate Creation using Concerto

3.3 Project Procurement Requisition

3.6 Commissioning Preparation

3.6 System Commissioning

2.4a Sales Estimating TakeOff

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AirGenuity Work Instructions

Completed

2.4a Sales Estimating TakeOff

2.4b Estimate Creation using Concerto

2.4c Sales Design Standards

2.5 Order Entry

2.5 Order Entry

Create WI with Design Checklist

3.2 Project Planning Trades Coordination

3.6 Systems Integration

4.2 Service Spot Checks

5.3 Sales Forecasting

6.0 Employee Review

4.1 Contract Management in Year Zero

5.0 Weekly Scheduling Meeting

3.4 Site Mobilization

6.0 Time Off

3.6 Customer Acceptance

2.4a Sales Estimating TakeOff

3.5 Systems Start Up

3.3 Subcontract Work Packakge

3.3 Shop Drawing Generation & Approvals

2.4b Estimate Creation using Concerto

3.3 Project Procurement Requisition

3.6 Commissioning Preparation

3.6 System Commissioning

2.4a Sales Estimating TakeOff