Project / Workshop administrator

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