Report & Estimating Sales CoordinatorThe bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, drivingquotesand reports to "Valuable to send" and out to the client, and managing revisions.Workflow coveragePrimary in Account Management (draft quote), Operations/Estimating, and Reporting; supports Completion report processing.Daily rhythmStart of dayMiddayEnd of dayReview orders needing draft quotes and inspection reports to processCheck the KPI Report for outstanding quotes/reports and revision requestsCoordinate completion of draft quotes with the Estimating teamProcess inspection reports; Submitquotes/reports to the client or KAMLog the reason any draft could not be sent; update activity notes and contact EstimatingHand approved-quote items back to the AM "Repair Approval" stepStandard operating proceduresRPT-1 — Minor draft-quote generationFor repairs completed on site and minor orders requiring a quote,



generate the draft.Coordinate scope and pricing with Estimating.Whenvalidated, mark the quote "Good to send" and route it to the KAM for client submission.RPT-2 — Inspection-report processingProcess 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,submitquotes and reports accordingly.If a draft could not be sent, confirm and document the reason, update the activity note, and contact Estimating.RPT-4 — RevisionsWhen a revision isrequired, send it toEstimatingto revise.On return, re-submit; add the sending email to documents.Notify the KPI/Compliance Admin to mark reports as submitted.

📌 Report & Estimating Sales Coordinator - Key Accounts (Port Moody)
🏢 Community Fire Prevention
📍 Port Moody