- Customer requests through different platforms like Google Ads, FB etc. we have provided our API for landing those leads in our application.
- Back office executive will approach the customer and after discussion completes the customer information and requirement of solar panel installation and change the Category of Job.
- Application Generates a quotation based on requirements provided by customer and sends the same to customer's email along with payment link.
- Customer pays the amount and acknowledgement comes to sales team through mail.
- System generates an Invoice for customer on the basis of quotation and payment made by customer.
- Sales team schedules the installation and assigns the lead to Installer.
- Installer gets stock through warehouse and installs the same on customer's premises and marks lead as completed
Customer Relationship Management
Lead Management
Stock Management
- Stock item creation: Brands, Parts, Part types
- Warehouse management: Creation of different types of warehouses, locations and stock availability in warehouses. Warehouse to warehouse stock transfer
- Vendor management: Capturing the details of different Vendors
- Purchase order, Goods receiving and Credit note entry.
- Sales order: For bulk sale of items through our system.
- Stock Issuance to Installer, pickup and delivery challan generation, Stock receiving back from installer.
User and Task Management
- User Management involves all operations related to user and their access rights
- Create different types of users in system and provide access rights according to role provided to that user role
- Also, able to assign tasks to users directly through customer profile
Commission Management
- On the basis of Sales
- On the basis of Installation
- Application Generates a quotation based on requirements provided by customer and sends the same to customer's email along with payment link.
Training Management
- For the new joiners in organization you can ask for some basic training completion
- System provides facility to create modules and question papers
- Employee has to complete the course modules and after then he has to qualify in the exam
Other Features
- Instant customer searching
- Payment due reports
- Job Category management
- Campaign management
- Automatic category changing after configured no. of days
Some of the other features in application:
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