From first call to completed installation
Every order flows through defined stages. Everyone knows what to do. Nothing gets lost.
How the pipeline works
1
Lead comes in
Client calls or fills a form. A new order is created and auto-assigned to a salesperson.
2
Measurement scheduled
Salesperson moves the deal to "Measurement". The measurer gets auto-assigned and notified. Client gets an SMS.
3
Production & installation
After approval, the order moves to production. When ready — the installer sees it on their schedule.
4
Invoice & payment
Installation complete → accountant gets notified → invoice sent → payment tracked.
Stop losing orders between departments
Every team member sees exactly what they need to do.