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What sales promised, does the installer know it too?

Coming up: one window order as one file
Today

In the showroom, a wider patio door is agreed.

More explanation

And a different colour. It is in the salesperson's quote, but not in the installer's job.

Work preparation phone, Monday
InstallerWhich colour, anthracite or black?
2nd time
Work preparationHas the patio door become wider?
Check
SalesEmail: customer asks about his hardware
Open
Vermeulen familyThe door is not as agreed
Complaint
Everyone asks again what has already been said
The impact

Everyone calls everyone.

More explanation

Work preparation calls sales, the installer calls the office. And what nobody passed on, the customer discovers on installation day.

One file, from enquiry to handover.
The solution

One file, from enquiry to handover.

More explanation

Phase, open tasks, process steps and amounts of one customer on one screen. Whoever opens it sees what was decided earlier.

Every window order follows the same model.
How it works

Every window order follows the same model.

More explanation

Fifteen steps from enquiry to handover, with the information that belongs to each step. Nothing depends on who happened to remember it.

Up to handover, everything is in the same file.
The result

Up to handover, everything is in the same file.

More explanation

Even the certificates that belong to the handover have their place in the file in advance, not in someone's mailbox. Nobody has to ring around to find out what was decided.

Less need to ask around. What has been decided is in the file.

Do you recognise this in your company?

Yes, definitelyA littleNot for us
See a customer file from A to Z in a demo
Other stories
Three people on site, and the windows are not there. ›One window 2 cm too narrow. Where did it go wrong? ›Six in the morning, someone calls in sick, four phone calls. ›
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In short

The problem
What is agreed in the showroom is in the quote, but not always in the installer's job.
The solution
The customer file follows the process model of a window order, with the information needed at each step. Whoever opens the file sees what was decided earlier.
Features used
Customer file, process model of the window order, certificates at handover.
Who it is for
Sales, work preparation and installers in windows and doors.
In the demo
A window order on one screen, step by step.
Background to this storyWhat manufacturers and installers of windows and doors tell us, and what you see of it in the demo.
"Sales promised something, the site knew nothing about it, and we heard it from an angry customer."
IRPIn the process
Work step
Every step of the window order
Needed
The information the process model asks for at each step
Supplied by
Sales, surveyor and work preparation
When
At the step itself
Next
Whoever opens the file sees what was decided earlier

Customer file on one screen following the process model of a window order, with the information needed at each step, including the certificates that belong to the handover (demo environment).

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