Report & Estimating Sales Coordinator - Key Accounts

Report & Estimating Sales Coordinator 

The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, driving quotes and reports to “Good to send” and out to the client, and managing revisions. 

Workflow coverage:  Primary in Account Management (draft quote), Operations/Estimating, and Reporting; supports Completion report processing. 

Daily rhythm 



Start of day 

Midday 

End of day 

• Review orders needing draft quotes and inspection reports to process 

• Check the KPI Report for outstanding quotes/reports and revision requests 

• Coordinate completion of draft quotes with the Estimating team
  

• Process inspection reports; submit quotes/reports to the client or KAM 

• Log the reason any draft could not be sent; update activity notes and contact Estimating 

• Hand approved-quote items back to the AM “Repair Approval” step 

Standard operating procedures 

RPT-1 — Minor draft-quote generation 

• For repairs completed on site and minor orders requiring a quote, generate the draft. 

• Coordinate scope and pricing with Estimating. 

• When validated, mark the quote “Good to send” and route it to the KAM for client submission. 

RPT-2 — Inspection-report processing 

• Process inspection reports on completed work; ensure each report is complete and attached. 

• Where deficiencies require a quote, route the scope to Estimating. 

RPT-3 — Report / quote submission (reporting loop) 

• From the KPI Report's outstanding list, submit quotes and reports accordingly. 

• If a draft could not be sent, confirm and document the reason, update the activity note, and contact Estimating. 

RPT-4 — Revisions 

• When a revision is required, send it to Estimating to revise. 

• On return, re-submit; add the sending email to documents. 

• Notify the KPI/Compliance Admin to mark reports as submitted.