Cost of whole job was more than quoted - quote not revised since 2023
Original quote was done 2023, no requote done
Implement mandatory resurvey/re-quote policy for any job older than six months before acceptance/ordering.
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No enforced process to resurvey or re-quote projects older than the defined validity period (e.g., six months).
Add quote validity checks into CRM/workflow and train sales staff to revalidate quotes older than threshold.
Policy proposed; monitoring required to ensure adherence and to prevent recurrence.
Builds an evidence-based review from this NCL, status history, related NCLs, and relevant communications. The report is stored here and emailed to Luke, Rob and Michelle.
Use this panel for all status changes. Main edit form does not change status.
| From | To | Changed At | By | Note |
|---|---|---|---|---|
| Initial | In Review | 2026-06-01 07:09:31 | management review | Transcript summary: Melanie Wilson job used an old 2023 quote without re-survey/re-quote in 2026, resulting in zero margin due to price changes. Discussed during meeting; Michelle to follow up with Kirsty and sales team on enforcement. Root cause check: strong - Clear causal chain: aged quote not revalidated; solution is a procedural enforcement which is actionable. |
| - | Initial | 2026-04-14 14:14:45 | anonymous | - |