This industry is tailor-made for window/chassis installer businesses that excel in + managing installation projects. It encompasses the crucial stages of + project conceptualization, accurate quotation(s), seamless project + kick-off, meticulous planning, streamlined (re)supply, flawless + execution, effective collaboration with third parties, meticulous + budget follow-up, prompt invoicing, and exceptional customer + service.
+Odoo empowers you to effortlessly and efficiently manage every aspect of + your construction projects, ensuring unparalleled success and client + satisfaction thanks its suite of integrated applications.
+The + CRM + + application allow you to collect the requests from your + potential customers by aggregating several sources:
+Never miss nor forgot an opportunity. The + CRM + + centralizes everything and allows you to efficiently ensure the + follow-up of each request. If the request becomes concrete, create + the customer in the + Contact + + app.
+ +At anytime from an opportunity, create a beautiful and tailor-made + quotation that clearly displays the price, the discount, the unit of + measure and the tax of each:
+Of course, feel free to create all the needed products you often use. + This will save you time for the next quotations.
+If the customer benefits from a VAT rate reduction from 21% to 6% because + of renovation, simply switch the tax by choosing the fiscal position + named "Reduced VAT rate (6%)" under the "Other Info" tab of the + quotation.
+Don't waste time by directly sending the quotation by email to your + customer. The personalized email provides:
+If the customer replies the email, the answer is automatically + logged in the chatter on the right of the screen. Thereby, all the + discussions regarding the quotation, its updates and its fine tuning + are attached and the history can be easily be consulted by all the + involved users.
+Once confirmed, the quotation becomes a sales order. All the quotations + and the sales orders are centralized and in the + Sales + + app.
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+ 🎓
+ Sales
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Starting a project implies a lot of important documents + such as contracts, building plans, instructions for use, + subcontracting agreements, etc. Instead of scattering them in + your emails, storage services or computer, attach them in the + chatter and they will be automatically centralized in the + Documents + + app.
++ 🎓 Documents +
+Speed up the sign process thanks to the + Sign + + app. Once again, all the signed documents will be stored in the + Documents + + app.
++ 🎓 Sign +
+The confirmation of the quotation automatically triggers the creation of + a dedicated project in the... + Project + + app! Each project is initiated with several default tasks such as:
+Of course, these default tasks can be adapted in the Project Template + according to your personal way of managing a installation project.
+Assign the tasks to the right responsible and easily check the progress + in the Kanban view.
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+ 🎓
+ Project
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Before starting the project, make sure you have enough stock. The + confirmation of the quotation also triggers the creation of a + delivery in the + Inventory + + app where you can check the stock levels of each needed storable + product.
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+ 🎓
+ Inventory
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If the stock levels are too low, resupply the materials from the + Purchase + + app by creating a purchase order linked to the right vendor. In the + Contact + + app, you can easily manage all your preferred vendors and don't + hesitate to set a warning to remind if there is a minimum amount to + get free transport costs.
+For each ordered material, don't forget to fill the analytic distribution + in which you will be able to set for which project it will be used.
+The Manufacturing App is designed to optimize the production process. The app primarily focuses on creating detailed Bills of Material (BoM) and managing the shop floor effectively.
Use the + Planning + + app to organize the work of your employees. Define on which project + and when they have to work. Easily manage shift + conflicts, workload and replacements in case of leaves.
+Record the time spent by your employees on each project by using the + Timesheets + + app. Don't forget to define a hourly cost on the employee form.
++ 🎓 + Timesheets +
+As the first invoicing step, create a down payment from the sales order. + This will generate the first invoice in the + Invoicing + + app. Then, schedule one or several "Invoicing Schedule" activities + on the sales order with the aim to never forget to send an + intermediary invoice in order to sustain your cash flow.
++ 🎓 + Activities +
+Before generating an intermediary invoice in the + Invoicing + + app, freeze the project status in the + Project + + app to get an overview on the progress in terms of:
+All these components will give you an accurate overview on the project + profitability.
+Thanks to the invoicing policy set on delivered quantities, the generated + invoice is always the reflect of the reality on the field and it is + fair for the customer.
++ 🎓 + Invoicing +
+During and after the installation, provide a five star customer + service by answering the questions from your customer through + the + Helpdesk + + app. All the emails sent to + help@industry-window-installer.odoo.com will create a ticket + that can be assigned to ensure the follow-up.
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+ 🎓
+ Helpdesk
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If a technical operation such as a repair is needed, directly create a + task in the + Field Service + + project from a ticket. Then assign it and schedule it to + quickly solve the problem. Your employee will be able to use some + material to fix the issue. Then these materials and the time spent + could be invoiced to the customer.
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+ 🎓
+ Field Service
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A good work cannot be achieved without motivated and skilled employees, + reliable equipment nor suitable vehicles.
+Know the skills of each employee by filling them in the + Employees + + app. This will help you to find the right person to make a good + work.
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+ 🎓 Employees
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Amazing employees deserve amazing equipment. Make the sure all your tools + are fit and well by tracking their health in the + Maintenance + + app.
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+ 🎓
+ Maintenance
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Manage your vehicles in the + Fleet + + app.
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+ 🎓
+ Fleet
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Enrich the core apps by installing the following ones.
+Increase you visibility and get more leads by creating a beautiful + Website + ! + When a potential customer sends a request through the contact form, + it could automatically create an opportunity in the + CRM + + app.
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+ 🎓
+ Website
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To ease the quotation of usually sold together, the + Manufacturing + + app allows you to create kits. These can contain several + products. When added in a quotation, the kits is displayed as a + single line but the delivery order displays all the components to + pick up.
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+ 🎓
+ Manufacturing
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Use the + Accounting + + app to easily handle:
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+ 🎓
+ Accounting
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I wanted to contact you to get a quotation for the construction of a porch with mate chassis.
Best regards,
Constant Custinne
+ + ]]>I'm reaching to get a quotation for the installation of these chassis:
2 frames of
4 frame of :
Best regards,
Kamiel Van De Kust
+ + ]]>What are the charges per hour?
Thank you
+ + ]]>I would like to make an installation of 6 pvc windows.
The dimension is the same for the 6 :
- 2m * 1m
Thank You!!
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