The field team reports by phone in the evening, materials leave the warehouse without you knowing which job they are for, and you find out the real cost of a project after you have invoiced it. The Sites module links people, materials, machines and expenses to each project.
What goes into the module, what happens there and where the data goes next.
What comes in
What the module does
What goes out, and where
An example from a company that uses it.
At a PVC windows company, the sales agent fills in the sheet on a phone: 9 windows and 2 doors. The quote request reaches the office before they leave the site.
The schedule shows team 2 at an apartment block in the neighbourhood. The profiles and hardware leave the warehouse booked to that project.
A window opening is 3 cm smaller than on the sheet. The installer reports it from the portal, with a photo, and the office sees it on the project straight away.
The installation is finished. The handover report is generated from the template, and the team reports its hours.
Materials, hours and fuel, added up on the project. You see them next to the estimate from the quote and know whether the job made money.
Data moves between modules on its own, never typed in twice.
Kinds of companies where we put the module to work, fitted to their processes.
Demo apps where this module works on test data. Open them directly, no account needed.
The dashboard shows what was invoiced and collected over the last months, the costs of jobs in progress and the late jobs. Leads are tracked by source and value, every job has a budget, spending and progress, and the stock module handles goods receipts, transfers, consumption notes and delivery notes.
Every automation project (HMI panels, sensor lines, SCADA integrations) keeps its budget, team, deadlines, costs and documents in one place. Tasks move across the Kanban board, deadlines show up in the calendar, and technical specs and meeting minutes start from templates.
Every installation moves across a work board, from scheduled to waiting for materials, approval and completion, with its crew, installed power and work log. Scheduling shows which crews are free and which jobs are coming up in the next days. The customer record keeps the prosumer paperwork, and the grid operator files are generated from templates.
Yes. The team has a portal made for phones, where they see their tasks, report what they have finished and flag problems.
Yes. Materials sent to a site stay on record there, and consumption is recorded against the job.
Yes. Costs are added to the project as they come in, so you see the margin every day, next to the estimate from the quote.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.
