From the first message to the site visit, with the details intact.
Addresses, photos, availability and job details often arrive at different times. We prepare a job record that follows your team from the first enquiry to the quotation.
Tell us about your processExplore a possible first workflowAn example to adapt to your work. We consider SMEs across all sectors, in Italy and Europe.
Prepare a useful site visit
A potential customer requests work. The technician needs another call to establish the location, access, reported problem and availability.
Bring the enquiry together
We organise contact details, area, job type and supplied material in one record. Missing details become a few focused questions.
Propose the next step
The coordinator checks coverage, skills and calendars. The system prepares an appointment proposal; confirmation follows the rules you agree.
Follow the quotation
After the visit, we connect findings, quotation and subsequent variations. Follow-up stops when a reply arrives or the scope changes.
This workflow describes a possible project, not a customer case study or a result already achieved.
The things to establish first.
- Service areas, job categories and the person responsible for each.
- Accessible calendars and rules for appointments and urgent work.
- Quotation templates and a shared way to record variations.
A workflow we can verify.
One job category, from the first enquiry to a confirmed site visit. Include an easy way to assign unusual cases manually from the beginning.
What we measure together
- Requests with complete contact, location and next-step information.
- Staff time needed to arrange a site visit.
The work continues. So does the care.
We update coverage areas, availability, templates and assignment rules. We review unassigned requests and interrupted reminders, and support staff using the workflow in the field.
How we work togetherBefore we start.
Can we use customer photos?
Photos can accompany the record with defined access and retention. We do not use them to certify safety or produce an automatic technical diagnosis.
Can it prepare a quote?
It can assemble information and line items from an approved price list. Quantities, site conditions and the final price are checked by the person responsible for the work.
Which step would you like to make easier?
A description and a contact address are enough. You can add tools, volumes and constraints in the form if you wish.