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Create new lead of New or existing customer |
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Enter Billing and installation details |
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Enter Multiple product details |
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View lead branch wise |
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Auto email of Lead send to BSO for feasibility check |
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Check up of technical details installation branch wise |
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Order entry of lead with 4 steps |
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Create new lead of New or existing customer |
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Enter Billing and installation details |
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Enter Multiple product details |
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View lead branch wise |
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Enter in Approval matrix |
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All Created Orders will now move into approval buckets of Branch Finance Executive and he can view all the orders pending in his bucket |
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Once an Order is approved by Branch Finance Executive, the order will next move to RSM, ZSM, Heads Sales, CFO, Business Head, Technical Head & Commercial Head buckets. Same step is to be followed at every approval stages. |
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Approve or reject order in approval matrix with reason |
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Request to install request for CSM |
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Installation details entered when order installed by CSM |
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REPORTS |
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Branch wise reports for installed orders |
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Pending order installation report |
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Approved order report |
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Created order report |
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Cancelled order report |
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Feasibility report |
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Lead TAT report |
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Full Master report of Lead to installation |
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Advance search option on every step of work |
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Export all reports to Excel format |
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Auto generation of setup invoice for new order in billing program |
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SMS integration to group and department in accordance to each step of working |
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Auto email according to group and department in accordance to step of working |
