← use cases · construction · sales and quotes
Walk into the meeting already knowing the whole file.
Between two jobs, you head to a visit without having reviewed what the client asked for on the phone.
The day before, it gathers the client's history, quotes, recent emails and open points into one page.
for example, constructionThe day before a visit, a page with the original request, the photos sent, site access, and the questions to ask.
it readscalendaremailFrench company data
To get started: Client files kept in the workspace.
try it on a real case →Hours spent picking work items and re-entering everything in the software.
A file ready to import, with the assumptions listed for review.
Checking line by line takes as long as redoing the quote.
A table of discrepancies with their cause, and a rule to fix.
Jobs found by word of mouth, and the area's permits that no one reads.
Every Monday, the building permits and works declarations filed in the department, with the project owner and the nature of the works.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
