Illustrative workflow
Complete Operations Suite shared workspace
Use one workspace, shared records and one renewal for all operational workflows plus KPI software.
- Step 1Job Material & Cost
See the exact cost snapshot, budget variance and gross profit for each job.
- Step 2Purchase Orders
Review reorder suggestions, approve the purchase, and record every receipt and backorder.
- Step 3Van Stock Counts
Run a clear mobile count, review the variance and approve one controlled adjustment.
- Step 4Quote Follow-up
Follow up with consent, record accept or decline, and reserve one available time.