In the showroom, a wider patio door is agreed.
And a different colour. It is in the salesperson's quote, but not in the installer's job.
Everyone calls everyone.
Work preparation calls sales, the installer calls the office. And what nobody passed on, the customer discovers on installation day.
One file, from enquiry to handover.
Phase, open tasks, process steps and amounts of one customer on one screen. Whoever opens it sees what was decided earlier.
Every window order follows the same model.
Fifteen steps from enquiry to handover, with the information that belongs to each step. Nothing depends on who happened to remember it.
Up to handover, everything is in the same file.
Even the certificates that belong to the handover have their place in the file in advance, not in someone's mailbox. Nobody has to ring around to find out what was decided.
Less need to ask around. What has been decided is in the file.
Do you recognise this in your company?
"Sales promised something, the site knew nothing about it, and we heard it from an angry customer."
Customer file on one screen following the process model of a window order, with the information needed at each step, including the certificates that belong to the handover (demo environment).
Software for windows and doors: one file, from survey to installation.