Finalizing Orders — Complete Guide

The full 3-part process from deposit-ready customer to submitted order. Follow every step in order.

Pre-order checklist

Before starting the order form, confirm all of the following — ideally verified on a phone call:

• [ ] Building size confirmed
• [ ] Layout finalized (door placement, window placement)
• [ ] All colors confirmed (roof, trim, sides, wainscot)
• [ ] Any upgrades confirmed (gauge, panel type)
• [ ] Final price agreed
• [ ] Site prep discussed (concrete, gravel, or ground anchors)
• [ ] Permit situation discussed
• [ ] Customer ready to put down a deposit

4 pieces of customer info you must have:

1. Full name (first + last)
2. Phone number
3. Email address
4. Install address (including foundation/surface type)

Part 1 — Gathering info & generating the order form

1. Open the 3D Builder with the customer’s building already configured for their ZIP code
2. Click “Submit for Quote”
3. Fill in the form:
   • Dealer name: Noble Steel Co.
   • Sales rep name: Your name
   • Customer name, phone, email, ZIP, and address
   • Site details (foundation type, site ready status)
   • Any additional questions you know the answers to