New Project Entry

Client & Identifiers

Client Name

VAT Number

Quote Number

PO Number

Invoice Address

Site Address

Contacts

Contact Name

Designation

Telephone

Email

Technical Scope

Installation Type

Specify Other Installation

Scope of Work

Financials & Schedule

Contract Price (ZAR)

Project Start Date

Dispatch Dates

Payment Terms

Deposit %

Amount (ZAR)

Date Received

Invoice Number

Delivery %

Amount (ZAR)

Date Received

Invoice Number

Commissioning %

Amount (ZAR)

Date Received

Invoice Number

Other 1 %

Amount (ZAR)

Date Received

Invoice Number

Other 2 %

Amount (ZAR)

Date Received

Invoice Number

Total Balance Owing (ZAR)

Documentation To Be Compiled

Document Type

Required

Prepared

Sent

Closed

N/A

COIL PACK

BOILER DATA PLATE ISSUED

STORES WORKSHEET

CERTIFICATE OF MANUFACTURE

OPERATIONS MANUAL

WIRING DIAGRAM

FUEL SUPPLY CONTRACT

SERVICE CONTRACT

WATER TREATMENT CONTRACT

SAGA CERTS

THERMOPROCESSING COC

AIR POLLUTION CLEARANCE NEEDED

Document Uploads

Document Name

Document Type

File Note

Select File

Signoff

CBH SIGNED OFF BY

SIGNOFF DATE

CBH Number

KG / HR

SC Number

Design Pressure

COM

Test Pressure

QCP

Design Temp Max

Code of Construction

Capacity

Design Code

Hazard Category

Pipes

Pipe 1 Size

Pipe 1 Heat Number

Material Sheet

Pipe 2 Size

Pipe 2 Heat Number

Material Sheet

Pipe 3 Size

Pipe 3 Heat Number

Material Sheet

Pipe 4 Size

Pipe 4 Heat Number

Material Sheet

Flanges

Flange 1 Size

Flange 1 Heat Number

Material Sheet

Flange 2 Size

Flange 2 Heat Number

Material Sheet

Flange 3 Size

Flange 3 Heat Number

Material Sheet

Flange 4 Size

Flange 4 Heat Number

Material Sheet

X-Ray & Welding

X-Ray Number 1

X-Ray Number 2

X-Ray Number 3

Welding Procedure Qual.

Welding Spec 001

Record of Weld Test

Welding Spec 002

Welder Qual. (Both Pages)

Dates

Coil Pack Completed Date

Audit Signed Off Date