One record, one clear next step
Record the customer's request, contact details, relevant documents and current status together. Assign a responsible person and a next action. A CRM helps manage relationships; a digital office also organises the work that follows an enquiry.
From approval to preparation
Link acceptance to the correct proposal version. Check scope, price and any changes before preparing a schedule or work order. Keep the agreed documents available to the people doing the work, with access appropriate to their role.
Connect systems where it helps
List the planning, email and accounting tools you already use. We assess available interfaces and which system should be the source for each piece of information. An integration is included only when its scope and operation have been agreed.
Start with one complete route
Choose a repeated handover, such as an accepted proposal becoming a task. Check a complete example, missing information and possible duplicates before expanding. Agree who manages access, handles exceptions and checks the outcome.