Project / Workshop administrator
Estimates – discussing with clients for what is required & providing an estimate.
Sourcing prices etc
Providing estimates for projects.
Some estimates need revising many times.
Managing a project – contacting customers, making sure customer know what has been estimated for.
Arranging a check measure & fitting date.
Put together a project file.
Order fabric samples, ordering any hardware, fabrics etc.
Discuss with the fitter anything that must be made by them & add to their items to be made list.
Complete making worksheets, get them checked, copy for file, add to items to be made list & submit to workroom.
Make sure they all arrive on time.
Make sure everything is made on time.
Check measurements of curtains & blinds with makers before being fitted.
Make sure Diary appointment is correct before fitting date.
Accounts – check banking spreadsheet daily for any new transactions
Deposit – update Swish, raise deposit invoice, add to active book.
(This now becomes a project to manage)
Final invoice – once fitting Is complete, check all ok with customer.
Raise final invoice, update Swish & active book, send to customer.
Final payment – once payment received, update swish & active book.
Operations / Diary – check with PMs that their diary entries are all ok
Make sure all entries have contact numbers & Project Numbers
Copy diary entries on to a word document & save.
Logging in deliveries
Sorting and checking deliveries
Helping to check measurement
Pack and label
Organise deliverys to site/fitters Help with keeping workroom tidy
Ordering samples
- learning SWISH (our estimating program) & helping PM’s
