Projects & service
HVAC
Projects live on tenders. Service lives on AMCs and complaint calls. They are run by the same company and have never once seen each other's numbers.
Who uses it
- Sales
- Projects
- Service
- Procurement
- Finance
What it runs
- Tender to quotationThe BOQ read, line items matched to your catalogue, pricing applied, quotation out.
- Project executionMaterial schedule, site progress, billing stages and retention held against the schedule.
- AMC contractsContract calendar, visits due, visits done, and the renewal raised before expiry.
- Service ticketsComplaint to technician to closure, with spares consumed booked against the ticket.
- Spares and procurementIndent from the site, PO to the vendor, GRN and consumption.
What the agents do
- Extracts the line items from a tender PDF and drafts the quotation
- Schedules AMC visits against the technician roster
- Raises the renewal before the contract lapses
- Books spares against the ticket and reorders at the minimum
Thirty minutes on the HVAC system