Forms and Docs - Location List

There is a downloadable PDF at the bottom of the article. All web and Smartsheet links are active links to the appropriate form. 

GENERAL FORMS
SKG Product Request Requesting Demo / Loaner / Rental / Purchase / ICE Products	Click for Web Link S:\_Forms\Project Forms
Labor Quote Request Queue	Click for Web Link
Labor Request Form - New Request	Click for Web Link S:\_Forms\Project Forms
Labor Request Form - Change to Existing Request	Click for Web Link S:\_Forms\Project Forms
Design Request Form	Click for Web Link S:\_Forms\Project Forms
Error Form (Mis-Spec/Damages & White Sheet)	Click for Web Link S:\_Forms\Project Forms
Installation Scheduling Request Form	Click for Web Link S:\_Forms\Project Forms
Marketing Request Form	Click for Web Link S:\_Forms\Project Forms
Marketing Resource Map	Click for Web Link S:\_SKG Processes & Policies\Marketing
Labor Discrepancies + Design Hard Costing Corrections Forms	Click for Web Link S:\_Forms\Project Forms
Non-Bill - Labor Only Submission Form	Click for Web Link S:\_Forms\Project Forms
Non-Bill - Single Item Submission Form	Click for Web Link S:\_Forms\Project Forms
Non-Bill - Multiple Items Submission Form	Click for Web Link S:\_Forms\Project Forms
Order Entry Form & Checklist	S:\_Forms\Project Forms
OE Submittal Form	Click for Web Link
OE Smartsheet Log	Click for Web Link
Completed OE Submissions	Click for Web Link
Project Close Out Form	Click for Web Link
Product Return Form (Blue Sheet)	S:\_Forms\Project Forms
Social Media Release Form	S:\_Marketing\Photos + Media Bank\_Media Releases and Photography Agreements
Work Authorization Form	S:\_Forms\Project Forms
Spending Approval Form - General	Click for Web Link S:\_Forms\SKG Internal
Spending Approval Form - Meeting/Presentations	Click for Web Link S:\_Forms\SKG Internal
Storage Agreement Forms	S:\_Sales\Customer Storage
Net New Articles for Web Dev Upload	Click for Web Link S:\_Services\SKG Research and Strategy\LATEST RESEARCH (by date)
GENERAL DOCUMENTS/LINKS
Processes and Policies (documents, flow charts)	S:\_SKG Processes & Policies
Contact Lists - SKG and Knoll	S:\_Forms\SKG Internal
Java Notes	S:\_Forms\SKG Internal\Meeting Notes\Java Meeting Notes\Java Meeting Notes - 2020
Java Recordings	https://sheltonkeller.sharepoint.com/sites/BusinessProcessTraining
Process Training Recordings	S:\_SKG Training & Onboarding\Process Training\2023 Process Training Videos
Gantt Template	S:\_Forms\Project Forms
Installation Inspection Sheet	S:\_Forms\Project Forms
SKG Internal Rate Sheet for PM, Design, Labor	S:\_Forms\SKG Internal
SKG Letter Head	S:\_Forms\SKG Internal
SKG Meeting Agenda/Minutes	S:\_Forms\SKG Internal
Order Entry Checklist	S:\_Forms\Project Forms
Vimeo (videos/animations)	https://vimeo.com/skgtexas
PROJECT MANAGEMENT
PM Project Scope Menu	S:\_Forms\Project Forms
PM Hard vs Soft Costs	S:\_SKG Processes & Policies\PM
PM Request Form	Click For Web Link S:\_Forms\Project Forms
Certificate of Insurance (COI) Request	S:\_SKG Processes & Policies\General\COI Requests
SALES DOCUMENTS & FORMS
Project Sign Off Checklist	S:\_Forms\Project Forms
COM Approval Tracking Sheet	S:\_Forms\Project Forms
High/Medium/Low BOM's	S:\_Sales\High Medium Low Budget Template Tools\BOMs
High/Medium/Low Budget Template Spreadsheet	S:\_Forms\Project Forms
High/Medium/Low Visuals	S:\_Sales\High Medium Low Budget Template Tools
LCE Ancillary LITE	S:\_Forms\Project Forms
Deal Locations In HubSpot and CORE	S:\_SKG Processes & Policies\Sales and AM\CORE
How To Sell Design Hours	S:\_SKG Processes & Policies\Sales and AM
Catalog sif Codes	S:\_Manufacturer Information
Vimeo (videos/animations)	https://vimeo.com/skgtexas
ACCOUNTING/CUSTOMER/VENDOR DOCUMENTS & FORMS
ACH Instructions	S:\_Forms\SKG Internal
Expense Report	S:\_SKG Processes & Policies\Accounting and Finance\Expense Report Click for Web Link - Abacus
New Customer Form	Click for Web Link S:\_Forms\Project Forms
Internal SKG New Vendor Form	Click for Web Link S:\_Manufacturer Information
Invoicing Request Form	Click for Web Link S:\_Forms\Project Forms
New Vendor Application Form	Click for Web Link S:\_Manufacturer Information
Master Vendor List	S:\_Manufacturer Information\_Master Vendor Product List
SKG Resale Certificate	S:\_Forms\SKG Internal
SKG W-9	S:\_Forms\SKG Internal
HUB Certificate	S:\_Forms\SKG Internal\Certifications