Shiloh/brotherton-erpnext
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Add Automation

steffeydev 2025-02-26 18:56:58 +00:00
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Automation.md Normal file

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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.