Complex Configurable products usually require expertise to get right, may rely on input from multiple parties (architects, builders etc), drawings, photos and frequently changes are required between initial quote and final sign off.

Configuration rules that link multiple choices within optional products and optional services reduce changes and hence streamline the business and customer experience. A flexible job management system that allows for changes in products and services, dates, specialists (eg Tradies) to complete the job smooth out a complex task assignment process. The ability for updates to be made on site at the time reduces the back office work involved.

If your business is involved in some/all of the following:

1. Complex product quote with attached images, drawings, instructional text

a. Attachments a quote level or quote option level
b. Configuration rules (this goes with that but not other items etc.)

3. Acceptance of order

a. Deposit and progress payments
b. Serialise item tracking
c. Planning multiple deliveries and services visits to site
d. Ensuring no stock is sent to site unless paid for prior
e. Supplier direct to site deliveries options
f. Tradie pickup of stock items options

5. Warranty tracking

a. Based on customer install date / address / customer (if required)
b. Service scheduling
c. Warrantee visits and tracking

2. Configuring a product with multiple options

a. Stock choices – eg stock items, special order items
b. Fabrications – internal or external supply of fabricated items
c. Services Choices – eg installers, tradies

4. Carrying out of works

a. On site Tradies updating changes in products used, time on site
b. 3rd party Tradies capturing payment by customer on mobile device
c. Rescheduling / additional works as required
d. Customer signoff for completion

Then we have a solution to help.

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