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Site & Service

Delivered is
not finished.

This is the stretch where most systems hand you back a spreadsheet and a group chat. Dispatch, fitting, snagging, handover, warranty and the service calls that follow for years — tracked unit by unit, on the phone already in the fitter's pocket.

overall progress, actions today, items by state, a funnel from sold to installed, and who is doing what
The site, from the office — overall progress, actions today, items by state, a funnel from sold to installed, and who is doing what
Planning the week

Work packages, not a wall planner.

Each site becomes a package that knows how many units it holds, how many are left, and what the next action on it is. Crews are dispatched against it, and the system warns you when the same crew has been promised to two places at once.

needs plan, ready and in progress — each card showing the units left and the next action due
The board — needs plan, ready and in progress — each card showing the units left and the next action due
the grid crews are assigned from, by week and by installer, with an overlap warning when someone is double-booked
Dispatch — the grid crews are assigned from, by week and by installer, with an overlap warning when someone is double-booked
On site

The fitter gets an app, not a phone call.

Every unit walks through the stages you defined — delivered, frame fixed, sash hung, sealed, cleaned — with a photo where the stage demands one. It installs to the home screen, keeps working when the site has no signal, and sends everything up when it does.

actions today, earned this week, snags to fix, ready to hand over — then the jobs, grouped by day
The day ahead — actions today, earned this week, snags to fix, ready to hand over — then the jobs, grouped by day
each opening is a ring you tap through — delivered, not started, sealed — with the next opening always one tap away
One job, unit by unit — each opening is a ring you tap through — delivered, not started, sealed — with the next opening always one tap away
planned, needs attention and done, so a crew can see their own week without ringing the office
The month — planned, needs attention and done, so a crew can see their own week without ringing the office
10s
The fitter’s view — a portal login on a phone — a subcontracted crew needs no internal licence

What the office gets back

  • Progress per unit, not per site — so a part-finished job is measurable
  • Photo evidence on the stages you decided need it
  • Location and timestamp on the tick, not on a text message
  • An evening brief to each crew for the following day
  • A funnel from sold to surveyed to produced to delivered to installed
Works offline Installs to home screen No internal licence
Site quality

A snag blocks the handover. That is the whole mechanism.

Site checks are authored by the office from the front end — the questions, the guidance for the inspector, the tolerances, the severity and who gets told. A failed check raises a snag against the unit, and an open snag stops the job being signed off. No second enforcement system that nobody looks at.

raised on site with a photograph and a severity, moving through new, in progress, resolved and closed
Snags — raised on site with a photograph and a severity, moving through new, in progress, resolved and closed
delivered to site, frame fixed, sealed and insulated, glazed, hardware fitted, final check, handover — each with a colour, a rate and a rule about whether a photo is required
You decide what “installed” means — delivered to site, frame fixed, sealed and insulated, glazed, hardware fitted, final check, handover — each with a colour, a rate and a rule about whether a photo is required
📏

Measured, not judged

A check can require a measurement and compare it to a tolerance, so pass and fail are decided by the number rather than by the mood of the inspector.

🗣️

In the inspector's language

Questions and guidance are translatable, so the same checklist can be read in English by the office and in Arabic on the scaffold.

✍️

Signed on the phone

Handover is a signature captured on site against a job with no open snags — and the warranty clock starts from that moment.

Screenshot
A site check that failed its tolerance

The engine is configured on the demo but no inspection has been run against it yet — run one and capture both the result and the snag it raises.

Photo
A customer signing off on the fitter’s phone

The one image that makes the whole handover story land. Needs a real site visit and a camera.

After-sales

A call in year three about a stiff handle.

The service order already knows which unit, which order, which crew fitted it, which hardware set is in it and whether it is still covered. So the technician turns up with the right part instead of a notebook — and the visit is billed, or not billed, correctly.

customer satisfaction, open requests, requests by category and state, the warranty versus billable split, and a technician leaderboard
After-sales, live — customer satisfaction, open requests, requests by category and state, the warranty versus billable split, and a technician leaderboard
the reported problem, the site with its location, the warranty and billing decision, and the affected items picked straight from the original order
One service call — the reported problem, the site with its location, the warranty and billing decision, and the affected items picked straight from the original order

Warranty per serial

Registered at handover against the unit itself, so cover is a fact rather than a search through emails.

Triage before dispatch

A request is categorised and prioritised before anybody drives, so a broken handle does not get a two-man crew.

Materials consumed

The parts used on the visit come off stock and land on the bill — or on the warranty account.

Maintenance contracts

Annual plans that schedule their own visits, so the second sale to an existing customer takes care of itself.

The portal

One door for everyone who is not on the payroll.

Customers, surveyors, fitters and machine operators all get a login — and each of them sees only what they are allowed through. None of them consume an internal licence.

orders, invoices, service requests, site work, installation status, the shop-floor terminal and assigned surveys — the same hub, different doors per person
The account page — orders, invoices, service requests, site work, installation status, the shop-floor terminal and assigned surveys — the same hub, different doors per person
9s
A customer signing in — from the hub into their own orders, without a phone call to the office
order date, shipping status and total — with the full document one click away
Their orders — order date, shipping status and total — with the full document one click away
due dates, amounts and a pay button — so chasing payment stops being a phone job
Their invoices — due dates, amounts and a pay button — so chasing payment stops being a phone job
Book a working session

Stop reading about it.
Open the system.

We will run your own workflow through a live tenant — your profile system, your glass spec, your paper size, your currency — and hand you the mouse. Bring one real job and we will take it from enquiry to invoice in front of you.

45–60 minutes · no slides · run on a real database · English or Arabic