Sales
This module provides functionality to track the sales leads and their status with regards to scope of work and cost. The modules will have the following features
- Register new sales leads .
- Request & record site survey.
- Register assets listed during site survey to create a job estimation.
- Classify services as Annual / Warranty Maintenance contracts and Casual Job works.
- Manage client details.
- Create job estimation.
- Create and forward sales quotation.
- Comprehensive data on client, site survey assets.
- Create follow-up plans.
- Convert a successful sales order to contract.
- Track Status through out the life cycle of sales.