CSR/Salesperson Write-Up
Client Name
Work Order #
Is this a repeat job?
Yes
No
Not Applicable
Comments
Is there a labeled Sample or Proof to place in the Job Jacket?
Yes
No
Not Applicable
Comments
Do you have all of the Shipping Information?
Yes
No
Not Applicable
Comments
Are all Products and Services clearly defined?
Yes
No
Not Applicable
Comments
Has the customer approved all costs of the Job?
Yes
No
Not Applicable
Comments
Are the size, layout & quantities clearly understood?
Yes
No
Not Applicable
Comments
Are there any special or unique client instructions?
Yes
No
Not Applicable
Comments
Have you double checked the de-archive name and number as they relate to the files submitted?
Yes
No
Not Applicable
Comments
Did you write up all necessary P.O's? If YES, List Vendors (In Comments below)
Yes
No
Not Applicable
Comments
Did you write up all necessary P.O's? If YES, List Vendors (In Comments below)
Yes
No
Not Applicable
Comments
Did ou check Dates, Billing, P.O's and Overs?
Yes
No
Not Applicable
Comments
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Scheduling
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