Salespeople can finish a sale on their own
A salesperson with ordinary rights can pick any customer, add lines by hand and confirm with a project, and buyers can record vendor bills.
Before: These steps needed extra rights.
A salesperson with ordinary rights can pick any customer, add lines by hand and confirm with a project, and buyers can record vendor bills.
Before: These steps needed extra rights.
Rejecting a survey now requires a reason, which reaches the surveyor in their own language and shows on the job in the field app.
Survey counts now sit inside the Control Tower, and every card opens exactly the records behind its number.
Before: Surveys had a separate dashboard.
When a surveyor submits a survey, the app offers to settle the items left open, so the office receives it with no loose ends.
The field app supports more Bluetooth laser meters, reads their units correctly and reconnects by itself. Each item records which meter measured it.
Floor names from the order are matched to your floor list whatever the spelling or language, so no duplicate floors appear.
Before: A different spelling created a new floor.
Load a window schedule from Excel, in English or Arabic, into a draft quotation. Lines are added and drawn automatically, with doubtful rows held back for checking.
Measurements taken before the price now have their own list, without an approval step, while the combined views still show both kinds of survey.
Send chosen items back to site with a reason and a visit date. Sizes already on the order stay until the new ones are approved.
All survey settings, including the Technical Manager, now sit on one Settings page. Switches that did nothing are gone.
Before: Settings were split across two places.
Every morning the system sends the day-before visit reminder and the overdue survey notice, once an outgoing mail server is set up.
Before: Nothing sent these reminders.
Surveyors check in on site with one press and keep measuring without signal. Work is saved on the phone and sent when the connection returns.
Before: A dropped connection could lose work.
A revised survey now replaces the earlier quantities on the order instead of adding to them, and posted measurements stay locked.
Before: Revisions added on top.
Customer links now expire after 90 days and can be renewed, and the portal checks every change on the server.
A technical request shows its surveys, quotations and measurements on one tab. Unassigned surveys wait for dispatch, and requests move forward as the work is done.
Before: Each step was moved by hand.
Field Portal moved to the top bar and Reporting now holds both technical and survey reports, so everything is one click from the top.
Profile systems without reinforcement no longer add steel to the cut list, and progress invoices with outdated deductions were recalculated.
Choose the hardware colour and handle type per window. The difference from the series' standard set is priced as an extra on the quotation line.
Send a cutting plan straight to the saw or machining centre in its own format, including DXF and G-code. Every file sent is logged and can be downloaded again.
Before: Generating and delivering the file were separate.
Each label is now a tracked print job: failed prints retry by themselves, stuck jobs return to the queue, and every reprint records who asked and why.
Before: Some labels stayed stuck and never printed.