Approve a Check Measure with Insyte

Take the uncertainty of not knowing what changes your Check Measures after you receive the paperwork from the Installer by allowing them to complete the Check Measure onsite with a few easy steps

Insyte’s cloud architecture means the installer has  access anywhere at anytime on any device for up to date product calculations.

Flexibility in your system to complete checks on site allows your business to be agile and responsive to changing markets and stay ahead of the game.

Transcript

1. Double click on the Job on the Tracking View,
2. Click “Approve Check Measure” button,
3. As the Check Measure has change the price you can either,
a. Match Quoted Price, or
b. Keep New Price.
4. In this example we will choose “Keep New Price” so that you maintain your Margin,
5. Click “Next” Button,
6. Click 3 dots next to the Line to see the details on what has changed,
7. In this case it was the Drop & Width that has affected the Price
8. Click “OK” button,
9. You can repeat for each line if required,
10. Click “Next” button,
11. You will be prompted that you may want to send order confirmation to customer,
12. Click “Finish” button, and
13. You have now Approved the Check Measure.

Take the uncertainty of not knowing what changes your Check Measures after you receive the paperwork from the Installer by allowing them to complete the Check Measure onsite with a few easy steps?

Try Insyte today for free and see how else Insyte can benefit your business.

System Features

Capturing Leads
Booking Sales Appointments
Quoting Customers
Order Confirmation and Payments
Booking and Completing Check Measures
Send Jobs to Manufacturer/Supplier
Booking and Completing Installations
Invoicing

CRM Features

Tracking Business Processes
Track Job Health
Sales and Marketing Reporting

insyte web edition for the window furnishing and home improvement industry

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