Move a Deal to Operations

Identify a Won Deal

• Ensure the deal has been marked as won on Accelerate.

Select Move to Operations

• The operations manager must select the "Move to Operations" option to initiate the process.

Review the Estimate

• Review the estimate details and corresponding values. Make any necessary changes at this stage.

Confirm the Estimate

• After reviewing, confirm the estimate to proceed.

Enter Basic Details

• Enter the required basic details, such as contract expiry date and operation start date.

Optional: Upload Approval Document

• If available, upload an approval document. This step is optional.

Assign Operations Manager

• Assign an operations manager for the deal.

Choose Revenue Recognition Method

• Select a revenue recognition method. For most construction jobs, we can choose "As per actual cost."

Set Operation Start Date

• Specify the operation start date.

Proceed to Create Job Tickets

• Click on "Proceed" to move to the Create Job Tickets page.

Regroup Assemblies and Rename Job Tickets

• Regroup the assemblies and rename the job tickets as needed.

Create Job Tickets

• Select "Create Job Tickets" to generate the job tickets.

Completion

• The deal has now officially been moved into the operations phase.