The surveyor arrives with the mobile app already loaded with the customer's record from CRM. They GPS check-in to confirm the site, then walk through floor by floor. For each opening they photograph it, label the room, select the opening type (window, door, curtain wall), and fire the Bluetooth laser to capture width and height in a single tap. Structural notes — arch type, obstacles, height from floor — are recorded per opening. On submit, the complete survey syncs instantly to the ERP and attaches to the CRM opportunity.

Survey dimensions auto-populate FrameStudio. The sales team draws each window configuration by clicking and touching — selecting systems, glass types, and hardware from the catalog. A complete BOQ and professional quotation are generated instantly.

Once the customer approves the quotation, it is confirmed into a full sales order with a single click. The sales order page in WindoorERP is purpose-built for windows and doors — every line item carries its FrameStudio design, computed dimensions, and auto-priced BOQ. If the customer requests changes, the revision system creates a new version while preserving the full history of every previous quote version.

With the sales order confirmed, the technical team takes over. Their task is auto-created and assigned to the right team via the Kanban board. Before approving the Bill of Materials, the team dispatches a technician for a final measurement survey — a second, precision site visit to verify that every opening exactly matches the designed dimensions. The final survey uses the same mobile app as the initial survey, but is now linked to the confirmed sale order lines. Any discrepancy between initial and final measurements triggers an automatic revision flag, allowing the design to be updated before fabrication starts.

Once the final measurements are verified and the Bill of Materials is approved, Odoo MRP receives it automatically and generates work orders and cutting lists for the factory floor. Stock components are reserved, production managers track each manufacturing order in real time, and the dashboard shows live progress against delivery commitments.

Progressive BOQ invoicing ties payment milestones to delivery stages. As products are delivered and installed, invoices are released automatically. WhatsApp notifications keep the customer informed at every step — from factory completion to site delivery to final handover and sign-off.