C06 knowledge check

Sold to Closed Out

Pass is 80%. This is open-book — use the academy, not hope.

1. An Order Brief gets created:

Automatically, as soon as the customer signs the quoteBy a person clicking Create Order Brief on the OpportunityBy a nightly job that picks up signed quotesBy the Work Order app

2. True or false: a brief whose pricing did not change from the quote can skip admin approval.

TrueFalse

3. Submit refuses the brief. Which of these is NOT one of the things it checks?

The four dates — Ship, Onsite Delivery, Install Start, CompletionWork Type and Retainage BasisColor Verified and Material Labor Verified reading YesThe crew lead's email address

4. Why will the system not guess the Work Type for you?

It is only used for reportingIt decides whether labour dollars appear on the work order at all — Subcontractor carries the price, Internal Crew never shows itIt sets the invoice termsIt picks the crew lead

5. Retainage Basis decides:

Whether anything is withheld from every invoice on the jobHow long the job takesWhich crew is assignedThe material ship date

6. The brief comes back flagged *** BELOW COST TO COMPLETE — CEO / PRESIDENT APPROVAL REQUIRED ***. You:

Submit it again — the flag clears on a second tryApprove it yourself if you are the one who submitted itFix the price, or have Eric submit it. Nobody clears their own flag.Delete the brief and start over

7. Admin approval of the brief releases:

Only the Work OrderThe Work Order, the project scratch and the deposit invoiceNothing — it is a record-keeping stepThe final invoice

8. True or false: the Work Order app at /wo/ creates the Work Order.

TrueFalse

9. The Work Order carries over everything from the quote and brief EXCEPT:

The installation addressThe start and completion datesThe pricing — apart from the labor lump sumThe scope of work

10. In the Work Order app, Review will not let you sync. The most common cause is:

A photo is missingSite concerns is empty — pick "No Concerns" if there are noneThe sketch pad is blankNo crew lead email

11. True or false: a Work Order cannot sync without a crew lead email.

TrueFalse

12. An internal crew opens the Work Order. They see:

The contract amount and the Installer AgreementThe labor lump sum onlyNo dollars at all — internal crews are hourly on payrollThe full pricing matrix

13. The job is AIA / GC with retainage. You try to bill the 50% deposit. The Completion Form:

Bills it normallyRefuses — those jobs take no deposit; bill a normal invoice once work startsBills it at 25% insteadAsks Eric to approve it

14. You created the deposit invoice and opened the PDF. Before you click Mark Sent you must:

Nothing — Mark Sent emails it for youActually email it to the customer yourselfWait for the paymentGet Eric's approval

15. Billing has started and the customer adds scope. You:

Add a line to the schedule of valuesRaise a change order — once billing starts, lines cannot be added or removedIncrease an existing lineStart a second brief

16. A subcontractor payout is 20% over the labour-times-percent-installed benchmark. What does the form require?

Nothing — anything under 25% passesA written explanation recorded with the paymentEric's signatureA new work order

17. The punch list is signed by the plant maintenance supervisor. The Completion Form:

Accepts itRefuses — the signer must be the Owner or the GCAccepts it with a warningAccepts it if Eric approves

18. Who can release subcontractor retainage?

Any adminThe PM who ran the jobOnly Eric, and only once all six gates are metIt releases automatically at Closed Out

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