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Project Manager

Estimates – discussing with clients for what is required & providing an estimate.

Sourcing prices for poles, tracks, fabrics etc

Also providing estimates for projects from site visits

Some estimates need revising many times.

Managing a project – contacting a customer once a deposit is paid, 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 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. orders to make sure they all arrive on time.

Supervise orders 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

Send to Fitters – and office staff

Any other Adhoc work that needs to be carried out