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+## Sequence
+
+1. Incoming phone call -> gather info from phone call: name, address, time, date of meeting (ERPNext: Lead)
+2. Estimator meets on-site with customer to gather info
+3. Estimator sends estimate (ERPNext: Quotation) to customer with pricing based on on-site meeting
+  - If customer does not respond within 5 days, office staff should follow up
+  - If customer does not answer or declines, ask why and how we can service differently
+4. Customer accepts estimate (ERPNext: Quotation)
+5. Office asks for and collects half-down/commitment payment (ERPNext: Create payment request from sales order)
+6. Commitment payment received
+7. Job packet to be created for field - Customer to be communicated general start date based on current schedule
+8. 
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