We are a stove retailer with our own installation teams for setting up stoves at customers' premises and are looking for a complete solution for organizing our daily tasks in our stores and on construction sites.
What we expect from the software:
- Access to the system even when on the move (construction site, home office, branch stores), possibly a VPN connection to the server in the main store
- Quotes, orders, and invoices - quote project in which all data, images, photos, sketches, etc. can be stored on a stationary hard drive or server
- Transfer of invoices via interface to accounting software Agenda
- Direct entry or transfer to a calendar for planning our installations
- Ideally, telephony (inbound/outbound) via the software (e.g., software shows which customer is calling about which order)
- Ticket system, resubmission system
- Option to document phone calls
- Add notes to the order
- Distribute tasks within the team
- Transfer information to the responsible clerk
- etc.
- Merchandise management
- Manage inventory
- Reminder for low quantities
- Orders to manufacturers from the software
- Goods receipt and issue, spare parts procurement
- Cash
- Electronic cash book
- Cash via software
- Transfer to Agenda accounting software
- Authorization concept (assignment of rights for employees)
- Mobile access via smartphones and laptops (Android, Windows - still to be purchased)
- Web-based possible (data and data backup in German data center)
We would be happy to provide a demo version, a quote, and a consultation.
Approximately 5-10 software workstations are planned.