From 50e897aaad4afb13e44bee9bee555f78140ad595 Mon Sep 17 00:00:00 2001
From: steffeydev <steffeydev@noreply.localhost>
Date: Wed, 26 Feb 2025 18:56:58 +0000
Subject: [PATCH] Add Automation

---
 Automation.md | 12 ++++++++++++
 1 file changed, 12 insertions(+)
 create mode 100644 Automation.md

diff --git a/Automation.md b/Automation.md
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index 0000000..963a91d
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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. 
\ No newline at end of file