APPLICATIONS IN EVERYDAY WORK

What could an application make easier for your team?

Assigning a job, transferring data to another system, preparing a quote. These three illustrative scenarios explain possible applications and the scope you could start with.

Jobs and documents

The employee has the information they need for the job.

What makes the work difficult today

The request is in an email, photos are in messages and the due date is in a spreadsheet. Before visiting the customer, the technician calls the office to gather the details.

How this helps the employee

The employee prepares for the job using one record. The office can answer the customer using the recorded outcome.

The first version could include requests, assignments, attachments and a record of completed work. Stock management, invoicing and route planning are agreed separately.

Describe how you manage jobs

From the initial request to a record of the work

  1. The office records the request

    The task, visit address, due date and attachments are kept in one job record.

  2. The employee opens their job

    They have the instructions and documents needed for the work. They can record a problem or add a photo.

  3. The office sees the outcome

    The completed work and the employee’s notes are available in the same job record.

Illustrative scenario. We agree the application’s scope and behaviour for each company.
Connecting software

An order reaches the next system without being entered again.

What makes the work difficult today

A customer places an order in your online store, but the office copies the customer details and line items into the business system.

How this helps the employee

The office handles exceptions and checks transfer results instead of entering every order again.

Feasibility depends on the specific software, versions and access to data. Synchronising prices, stock and invoices requires a separate scope.

Describe the systems you want to connect

One transfer between two systems

  1. The order is in the store

    Customer details, products and quantities are the starting point. We agree when an order is ready to transfer.

  2. Check and transfer

    The connection matches products and sends the agreed information to the business system.

  3. Confirmation or a reported problem

    The office sees the new record number. A missing product or a failed transfer is flagged for attention.

Illustrative scenario. We agree the application’s scope and behaviour for each company.
Preparing quotes

The salesperson prepares a price using agreed rates.

What makes the work difficult today

Each new quote means finding rates, copying an earlier spreadsheet and checking formulas. Handing the task to someone else is harder when only the file’s author knows the calculation rules.

How this helps the employee

The person preparing the quote can see what makes up the price. Subsequent quotes use the same agreed rules.

We start with one product or service group. Rules, exceptions, manual price adjustments and the document format are agreed before development.

Describe how you prepare quotes

From job details to a customer quote

  1. Inputs for the quote

    The product or service, quantity and scope of work. The form collects the parameters used in the calculation.

  2. Calculate the price

    Material, labour and setup costs use agreed rates and margin rules.

  3. A quote for the customer

    The checked line items, amounts and terms go into a document in the agreed format.

Illustrative scenario. We agree the application’s scope and behaviour for each company.
MATERIAL COSTING

Cost the material before you quote.

Your quote needs the cost of a whole batch, but the price list gives a price per kilogram. The application converts sheet dimensions and quantity into weight and material cost.

Try the material calculator(new tab)kalkulatorblach.pl · Interface in Polish

In a quoting application for your business, material cost can become one part of the calculation, alongside production operations, setup and margin. See the scope of a custom quoting application.

Steel sheetExample calculation · 3 sheets
2000 mm1000 mm1 sheetThickness: 2 mm

1 sheet = 31.4 kgPrice: 5 PLN/kg

Batch weight
94.2kg
3 × 31.4 kg
Material cost
471PLN
94.2 kg × 5 PLN/kg
START WITH A MESSAGE

Describe one task that takes too much time.

Tell me how it works today and which software you use. I will reply with where it makes sense to start.

Describe what you need

A few sentences are enough. No technical brief needed.