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

3.4 Site Mobilization

5.0 Weekly Scheduling Meeting

6.0 Time Off

2.4a Sales Estimating TakeOff

3.6 Customer Acceptance

3.5 Systems Start Up

3.3 Subcontract Work Packakge

2.4b Estimate Creation using Concerto

3.6 System Commissioning

3.3 Shop Drawing Generation & Approvals

3.6 Commissioning Preparation

3.3 Project Procurement Requisition

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

3.4 Site Mobilization

5.0 Weekly Scheduling Meeting

6.0 Time Off

2.4a Sales Estimating TakeOff

3.6 Customer Acceptance

3.5 Systems Start Up

3.3 Subcontract Work Packakge

2.4b Estimate Creation using Concerto

3.6 System Commissioning

3.3 Shop Drawing Generation & Approvals

3.6 Commissioning Preparation

3.3 Project Procurement Requisition

2.4a Sales Estimating TakeOff