Our company's projects consists on making an audit to find out what lighting fixtures and bulbs are in place with it's properties, identify the replacement, and with that information generate a report detailing the savings due to the change in technology and a quote.
What We Currently Have in Place
At the moment we are utilizing a home grown web application as a CRM and Auditing tool. Unfortunately, it is very basic. The CRM capacity is enough to upload documents to it, keep simple comments, and change client status.
The auditing tool is basically hard coded and hard to manage if there are any changes. The auditing tool consists of taking a picture of the lighting fixture (for reference for the person doing the quote), identifying it's most common properties:
- Fixture type
- Bulb Type
- Bulb Base
- Kelvins(Light color)
- Is it dimmable?
- Is it a tube? If so, what is the length of the tube
Once that is gathered, we used a different software to input this data in order for it to generate a report. Unfortunately, the report that it generates is not what we are looking for. So we take the line-by-line output of that software and we input it into an excel sheet where it generates the final report that we present. This is very tedious and extremely time consuming.
I am looking for a web based software (possible app for Android and iOS in the future) where I can streamline the auditing, quoting, and CRM in one place.
For the Auditing and Quoting system to have the ability to suggest the matching LED bulb or fixture according to the audit's input and then generate a report along with a quote at the end.
For the CRM to be more intuitive than just inputing comments and uploading files. It should be able to generate reports on statuses and sales metrics. Provide tools for user and team management. Along with any features that may be suggested.
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