...
Project Coordinator: Create a PDF of the Approved Quote to post in your message to the warehouse, requesting they create an equipment order for this project. This message should include everything required for the warehouse to create the order, so be sure to include:
The address the equipment is meant to be shipped to (it’s posted in an automated message in the “Comments” section of the projects ClickUp card).
The point-of-contacts contact's information- name, phone number, email address. This information appears on the project dashboard in Knack, i.e. check to make sure there aren’t notes designating a different POC or shipping information (i.e. product will ship to directly to a tech) in the ClickUp comments). The phone number and email address are occasionally used if UPS runs into delivery problems).
The assigned project manager.
A PDF of the approved proposal.
...