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Online Account

Account

 

*Required account paperwork is noted in red

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​Company: Created once for each company

Job: Created anytime the company has a new job / project

Order: Created throughout the job as order needs arise

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Workflow:

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  • Everyone who uses the system must create their own account.

    • Logins are required to Create Companies, Create Jobs, and Create Orders.​

  • The POC for the company creates the online account for the company.

    • The POC enters Company Contacts which is anyone (including themselves) who is authorized to create Jobs for the company.

    • This can send an automatic email to the POC and any Company Contacts with a breakdown on using the system

  • When a job comes up, the POC or any ​Company Contact creates a new job.

    • The POC enters Job Contacts, which is anyone authorized to create orders for that specific job.

    • This can send an automatic email to all contacts on the job with our order forms, contact info, helpful links, etc​​

  • When ready to place an order, the Job Contacts create a new order.​

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