As a service provider in the field of ventilation systems, we are primarily involved in maintenance and repair, but we also install new systems and are looking for an ERP system.
The software must meet the following requirements:
MUST
- Digitization of all manual inputs and outputs (documents)
- Traceability of the process and sequence of activities (project controlling)
- Information can only be changed by authorized persons (access rights)
- Make data accessible to all parties involved in the process
- Store information and documents for the relevant offices and departments
- All information relating to a process in a digital folder (circulating file, electronic)
- At least 12 user accounts
Tablet solution for fitters
- Software solution (tablets) for fitters
- Access, editing, and labeling of digital documents
- History of older orders can be viewed
- Storage of photos and information
- Creation of digital signatures for customers
TARGET
- Digital scheduling for employees
- Online appointment scheduling for customers
- Automation of the creation of overviews and documents
- Archiving of old contracts and information
- Evaluation of orders (controlling)
- Measurement of working time
- Viewing processed and unprocessed orders
- Personnel deployment planning
- Communication platform/messaging function
- Forwarding projects to other parties involved
- Invoice creation based on templates
CAN
- Digital warehouse management
- Automatic material reordering
- Interface for order entry (solutions from the real estate industry in use)
- Interface for sending invoices (solutions from the real estate industry in use)
General quality requirements
- Modular structure: no unnecessary functions
- Scalability: flexibility in growth and adaptation – computing power, data storage, number of users
- Mobility: mobile access independent of the end device (SaaS)
- Web-based interface
- Backups, data protection, and security
- User-friendliness: easy, intuitive operation
- Good price-performance ratio
- Consulting
- Training and workshops
- Technical customer service
- Software testing
- Language: German
12-20 software workstations are required, 5-6 of which are office workstations, while the rest are to be used mobile by the technicians.