When there is a workshop between the sale and the delivery
Kitchens, wardrobes, aluminium, made-to-size — when a workshop stands between the sale and the delivery, the quotation and the job have to be one record.
You do not sell a product. You sell a job.
A kitchen. A wardrobe. A set of aluminium doors.
The customer does not choose an item off a shelf — he chooses a solution, and somewhere between his yes and his delivery there is a workshop, a fabricator, or a factory floor.
Selling from a shelf- The quotation lists what you have — items that exist, priced already
- The order is a picking slip — somebody walks to a rack and fetches it
Selling a job- The quotation lists what will be made — priced before any of it exists
- The order is a set of instructions — followed in a workshop, weeks later, without you standing there
That middle step is where this kind of business is different from every other showroom, and it is where the ordinary sales system stops being useful.
Two documents, one click: the customer gets a clean quotation for the whole job.
You get the bill of materials underneath it.
The margin you lose is the one you never see
Built from memoryThe old way- The profiles, the glass, the hinges — and the fabrication — all in one experienced head, on a busy Saturday
- The forgotten connector — found in production, after the price was agreed and the customer signed
- Nobody will pay for it but you — and it appears in no book as a loss
Built from a map- The solution mapped once — every product that could go into it, listed before anyone is quoting
- Quoted by filling quantities — and leaving blank whatever this customer does not need
- A checklist made in advance — rather than a list assembled under pressure at the counter
You stop building a list from memory and start ticking off a checklist you built in advance.
From the priced job to the workshop, without retyping
The document that priced the job tells the workshop what it needs.
Sending work out rather than making it in-house?
The workshop sees one inflow, whatever the origin.Your fabricator gets access, so the job stays visible instead of disappearing into somebody else's workshop for three weeks.
The job closes where it actually closes — at the site
For this business a delivery is not the end.
Installed, not merely delivered
Fitted, checked and accepted — with feedback on your own parameters and a signature taken on a phone. The job closes on record, at the site, on the day.
Eight months later, the chain is there
What was quoted, what was made, what was fitted, by whom, and when. The complaint meets a record instead of a memory.
Both halves, because you need both
Businesses that make what they sell are the clearest case for running Desk and Operations together: the selling side carries the solution estimate, and the operations side carries the job it becomes.
One record travels the whole way, from the first measurement to the signature at the site.
Bring one made-to-size job to a demo — quote it, send it to the workshop, and close it at the site.
Ask for a demo