As a busy small business with many customers, estimates, proposals, work orders, and projects in motion all at the same time, they needed a centralized system for efficiently tracking everything. It allows them to easily select from existing clients when they get repeat business, and makes sure that supporting documents for a customer are organized, and documents generated for the customer are consistent and accurate.
Their current solution is ever growing, and provides numerous efficiencies and quality controls: Generating proposals; generating Estimates/Bids, customer tracking and history, customer documents (invoices, bids, etc), ganttchart scheduling for internal departments (their newest feature). It also allows them to do data mining – e.g. how many Proposals become actual work orders.
The overarching goal is to provide an efficient, organized, searchable system for their processes. This helps to limit mistakes, provide visibility and consistent information across the organization about the state of a project, eliminate internal paperwork, and produce consistent documents to the customer. It helps to streamline the flow of projects within the organization.