Capture the method, asset, location, urgency, contacts, and estimated value in one
request so Commercial can qualify and follow up without re-entering details.
New Inquiry
Method
RT
Asset
24-in Pipeline Welds
Location
Midland, TX
Est. Value
$18,760
Submitted
2
Opportunity
Convert the inquiry into an opportunity, link or create the client, assign ownership,
and preserve the original request as the source of the relationship.
Opportunity OPP-0674
Client
Acme Pipeline Company
Source
INQ-1842 · converted
Value
$18,760
Owner
Commercial · CRM
Open
3
Quote
Upload existing rate books from CSV, standardize labor, equipment, and travel rates,
then build quote lines with methods, references, terms, and client-facing notes.
Quote QT-1493
96 hrs RT Level II
$11,520
RT equipment (5 days)
$4,500
Mobilization
$2,740
Total · Net 30
$18,760
Sent · Accepted
4
Award Handoff
Turn the accepted quote into an Ops-ready package with the PO, contract terms,
budgeted hours, crew assumptions, cost codes, and a named operational owner.
Handoff HO-0674
PO Number
ACME-PO-4821
Contract
T&M · Net 30
Budget
96 hrs · 1 crew
Ops Owner
M. Chen
Ready for Ops
5
Scheduled Job
Schedule the awarded work by office and window, then assign the crew, equipment,
procedures, technique sheets, contacts, and site-access requirements from shared
records.
Job JOB-3186
Window
Aug 24 – Aug 28
Crew
Reyes · Morgan
Method
RT · NDT-RT-022
Site
Midland, TX
Scheduled
6
Dispatch
Check live qualifications, calibration, procedures, technique sheets, and site
details; resolve any gaps before releasing one field-ready dispatch packet.
Dispatch Packet
Crew & qualifications
Equipment & calibration
Procedures & tech sheets
Site access & contacts
Packet Released
7
Field Work
Technicians accept dispatch, complete the checklist and JSA, log time and evidence,
submit reports and signatures, and record supervised OJT hours for review.
Technician Portal
Accept dispatch
Pre-job checklist & JSA
Time, radiographs & evidence
RT report + signature
Submitted for QA
8
Pending QA
Quality reviews the report, evidence, procedures, and technician qualifications, then
approves the work or returns it with a clear correction reason.
QA Review
Report
Pipeline Weld RT Report
Reviewer
Dana Kim, L-III
Result
Acceptable
Evidence
48 radiographs · 24 joints
Pending Review
9
Pending Closeout
Confirm every approved report reached its recipient, verify technique, imaging, and
time records, and clear any remaining closeout blockers in one checklist.
Closeout Checklist
Approved QA report
Delivery confirmation
Technique & imaging
Technician time
Delivery Recorded
10
Completed
When every closeout gate passes, finalize the job, generate its delivery manifest, and
make approved hours and quote-backed scope available for billing.
Job JOB-3186
Status
Completed
Closed
Aug 28, 2026
Hours
96.0 billable
Manifest
Generated
Completed
11
Invoice
Finance reviews quote-backed lines and approved billable hours, resolves readiness
issues, and generates a job-linked invoice draft without re-entering the scope.
Invoice INV-7314
Job
JOB-3186
Amount
$18,760.00
Terms
Net 30 · due Sep 27
Status
Ready to Send
Draft Generated
START
PAID
Three hand-offs, one chain
Commercial · CRM
Steps 1–4
Operations & Field
Steps 5–7
Quality → Closeout
Steps 8–10
Finance
Step 11
Keeping every hand-off in one connected chain preserves traceability from inquiry
through invoice, strengthens audit preparedness with a clear record of scope,
procedures, acceptance criteria, and approvals, and helps the entire organization
stay aligned, reduce rework, and make decisions from the same reliable source of
truth.