Template

WS Sales - Enquiry Builder Single Item

by Phil Conroy, from the Community

This WS Sales enquiry builder helps teams capture all details needed to quote a single piping item. Record client and site information, add photos of the area and the pipe in question, and enter measurements and part numbers. Include a sketch and note priority, need-by dates, standard lead times, and required margin. Specify ancillary items such as gaskets, couplings, and hangers or supports. Finish with any additional information and a request for a follow-up call, enabling faster, more accurate quotations and on-time delivery to site.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
WS EST Handover Checklist
This WS EST handover checklist supports a smooth transition from estimating to production. Capture CRM number, client or site, item details, representative and preparer. Assess tiled chute or box requirements, confirm measurements and cuts, and account for tiling complexity and bevels. Complete quote checks: create the job folder, review previous supply and the master cost report, and specify inclusions and exclusions. Record MDR, ITP, NDT, and hydrotesting needs. Double-check costings, lead times, material availability, and supplier quotes. Update CRM, note drawing changes, and finalize with a handover email and attached report.
by Phil Conroy, from the Community
Downloads: 0
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Template
Parts Order Form
This Parts Order Form helps technicians and maintenance teams capture all the details needed to request components from a single supplier. Record technician and site information, unit type, brand, model, and serial numbers. Include supplier name, location, and phone, along with quote numbers. List parts and part numbers, availability or lead time, and costs. Track whether parts have been ordered and note job logistics such as need for a second technician or a crane, building height, distances to roof edge and crane setup area. For mall locations, note any hotwork permit requirements and contact details, ensuring clear, complete orders and faster approvals.
by Jason Russo, from the Community
Downloads: 0
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Template
Sales Enquiry Form
Use this customizable Sales Enquiry Form to capture and qualify potential buyers for residential parks and homes. Record full contact details, areas of interest, preferred parks, price ranges, property status, and notes from calls or visits. Track referral sources and follow-up actions to ensure timely responses and accurate CRM entry. Ideal for sales teams and park managers seeking a consistent lead intake process.
by Tingdene Parks Limited, from the Community
Downloads: 20+
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Template
Customer Product Request On-Site
This on-site customer product request template helps teams capture all details needed to process quotes and orders while with the customer. Record client or site information, the team member taking the request, and customer contact details. List requested items and quantities, specify needed-by dates, and note any purchase order or job tagging. Include who the items should be delivered to and where. Use this streamlined form to reduce back-and-forth, speed up order processing, and improve customer service in retail and field sales settings.
by Troy Marlin, from the Community
Downloads: 10+
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WS EST Handover Checklist

This WS EST handover checklist supports a smooth transition from estimating to production. Capture CRM number, client or site, item details, representative and preparer. Assess tiled chute or box requirements, confirm measurements and cuts, and account for tiling complexity and bevels. Complete quote checks: create the job folder, review previous supply and the master cost report, and specify inclusions and exclusions. Record MDR, ITP, NDT, and hydrotesting needs. Double-check costings, lead times, material availability, and supplier quotes. Update CRM, note drawing changes, and finalize with a handover email and attached report.

by Phil Conroy, from the Community

Get

Template

Parts Order Form

This Parts Order Form helps technicians and maintenance teams capture all the details needed to request components from a single supplier. Record technician and site information, unit type, brand, model, and serial numbers. Include supplier name, location, and phone, along with quote numbers. List parts and part numbers, availability or lead time, and costs. Track whether parts have been ordered and note job logistics such as need for a second technician or a crane, building height, distances to roof edge and crane setup area. For mall locations, note any hotwork permit requirements and contact details, ensuring clear, complete orders and faster approvals.

by Jason Russo, from the Community

Get

Template

Sales Enquiry Form

Use this customizable Sales Enquiry Form to capture and qualify potential buyers for residential parks and homes. Record full contact details, areas of interest, preferred parks, price ranges, property status, and notes from calls or visits. Track referral sources and follow-up actions to ensure timely responses and accurate CRM entry. Ideal for sales teams and park managers seeking a consistent lead intake process.

by Tingdene Parks Limited, from the Community

20+

Get

Template

Customer Product Request On-Site

This on-site customer product request template helps teams capture all details needed to process quotes and orders while with the customer. Record client or site information, the team member taking the request, and customer contact details. List requested items and quantities, specify needed-by dates, and note any purchase order or job tagging. Include who the items should be delivered to and where. Use this streamlined form to reduce back-and-forth, speed up order processing, and improve customer service in retail and field sales settings.

by Troy Marlin, from the Community

10+

Get

WS Sales - Enquiry Builder Single Item

About author

You might also like

WS EST Handover Checklist

Parts Order Form

Sales Enquiry Form

Customer Product Request On-Site

You might also like

WS EST Handover Checklist

Parts Order Form

Sales Enquiry Form

Customer Product Request On-Site