Johannesburg, South Africa
Build a project workflow around customer requirements, surveys, designs, quotations, approvals, equipment, installation evidence and the ongoing system record.
Leads arrive without enough usage, site or budget information
Survey findings, designs and quote revisions become disconnected
Equipment options and dependencies require technical review
Installation teams need current drawings, scope and site details
Handover documents, warranties and support history are difficult to retrieve
Combine lead qualification, site survey, configuration, proposal approvals, installation tracking and a customer system portal.
RELEVANT CAPABILITIES
A prospect submits site, usage and project information.
The team qualifies the opportunity and completes a survey.
Technical review produces a controlled proposal and options.
Approved work moves through procurement, installation and testing.
The customer receives handover documents, warranties and support access.
POSSIBLE INTEGRATIONS
CRM, accounting, inventory, mapping, proposal tools, document storage, e-signature, payments and suitable monitoring platforms.
SEE IT IN ACTION
Explore an interactive demo showing how a similar workflow could work for your business.
Open the interactive demoStarting prices shown in rand. If your requirements sit outside these options, tell us what the business needs to accomplish.
Solutions, project examples, guided enquiries and site-assessment requests.
R25,000
Leads, surveys, proposals, approvals, milestones and handover documents.
R85,000
Survey and Installation plus customer portal, equipment records, integrations, support and dashboards.
R180,000
Tell us which process needs a better system and we will help shape the right scope.
MORE FIELD SERVICE AND CONTRACTORS INDUSTRIES
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