Standard 6-phase, 60-step workflow for residential audio/video/automation projects. Covers sales through closeout with 7 department handoffs.
Phase 1
Sales & Opportunity
8 tasks1New Opportunity Received⚠ 1d·🔴 2dSALES
2New Opportunity Call⚠ 1d·🔴 3dSALES
3Capture Client Info / Project Info / SOW⚠ 2d·🔴 5dSALES
4Create New Client / Update Existing⚠ 1d·🔴 2dSALES
5Create New Opportunity⚠ 1d·🔴 2dSALES
6Create Statement of Work⚠ 2d·🔴 5dSALES
7Upload Plans⚠ 2d·🔴 5dSALES
8Import Shades from Plans⚠ 1d·🔴 3dSALES
Phase 2
Design & Proposal
10 tasks9Schedule Design Meeting⚠ 3d·🔴 7dSALES
10Assign Design / Engineering / Proposal Tasks⚠ 1d·🔴 3dEXECUTIVE
11Create Proposal / Engineering / Design⚠ 7d·🔴 14dDESIGN
12Combine Documents⚠ 2d·🔴 5dDESIGN
Phase 3
Contract & Handoff
13 tasks19◆Proposal / Contract — GO / NO GOSALES
20Create Project⚠ 1d·🔴 2dSALES
21Push Product to Project⚠ 1d·🔴 2dSALES
22Schedule Handoff Meeting⚠ 2d·🔴 5dSALES
23
Phase 4
Procurement & Ordering
8 tasks32◆Deposit Hard StopACCTG
33Deposit Receipt⚠ 1d·🔴 3dACCTG
34PM Create POs∥ parallel⚠ 2d·🔴 5dPM
35Security Create POs⚠ 2d·🔴 5dSECURITY
Phase 5
Execution & Installation
18 tasks40Change Order Request⚠ 3d·🔴 7dPM
41Change Order Creation⚠ 3d·🔴 7dDESIGN
42Change Order Approval⚠ 2d·🔴 5dPM
43Create Change Order Invoice⚠ 1d·🔴 3dPM
Phase 6
Closeout & Billing
5 tasks58Create Final Invoice⚠ 2d·🔴 5dPM
59Create / Send Final Invoice⚠ 1d·🔴 3dACCTG
60Cost Collection / Input⚠ 5d·🔴 10dPM
61Project Review / Closeout⚠ 5d·🔴 14dEXECUTIVE
13Proposal Review⚠ 2d·🔴 5dEXECUTIVE
14Submit Proposal⚠ 1d·🔴 3dSALES
15Sales / Follow-up⚠ 3d·🔴 7dSALES
16Revisions Discussions⚠ 5d·🔴 14dSALES
17Perform Revisions⚠ 5d·🔴 10dDESIGN
18Submit Revisions⚠ 1d·🔴 3dSALES
Create Deposit Invoice
⚠ 1d·🔴 3d
SALES
24Create / Send Deposit Invoice⚠ 1d·🔴 3dACCTG
25Handoff Meeting⚠ 3d·🔴 7dPM
26PM Introduction Meeting / Call∥ parallel⚠ 3d·🔴 7dPM
27Security Introduction Meeting / Call⚠ 3d·🔴 7dSECURITY
28PM Project File Update∥ parallel⚠ 2d·🔴 5dPM
29Security Project File Update⚠ 2d·🔴 5dSECURITY
30PM Site Inspection / Call∥ parallel⚠ 5d·🔴 10dPM
31Security Site Inspection / Call⚠ 5d·🔴 10dSECURITY
36Order Equipment⚠ 2d·🔴 5dWAREHOUSE
37Verify Equipment Receipt⚠ 5d·🔴 14dWAREHOUSE
38PM Create Work Orders∥ parallel⚠ 3d·🔴 7dPM
39Security Create Work Orders⚠ 3d·🔴 7dSECURITY
44Create / Send Change Order Invoice⚠ 1d·🔴 3dACCTG
45Collect Change Order Invoice⚠ 7d·🔴 14dACCTG
47Create Progress Invoice⚠ 2d·🔴 5dPM
48Create / Send Progress Invoice⚠ 1d·🔴 3dACCTG
49Collect Progress Invoice⚠ 7d·🔴 14dACCTG
50Equipment Review — Current Model / Sales⚠ 3d·🔴 7dPM
51◆Deposit Hard StopACCTG
52Order Equipment⚠ 2d·🔴 5dWAREHOUSE
53Verify Equipment Receipt⚠ 5d·🔴 14dWAREHOUSE
55Security Final⚠ 5d·🔴 10dPM
57Client Training Combined⚠ 3d·🔴 7dPM
62Collect Final Invoice / File Closeout⚠ 14d·🔴 30dACCTG