Toriga, part of Travis Perkins plc. has developed ProjectBuilder which is a comprehensive multi platform project, workflow and compliance management system to support home improvement installation businesses.
· Full workflow management from lead generation to handover.
· Appointment allocation for multiple users
· Dynamic electronic technical surveys and document uploads
· Generate estimates/quotes using company specific pricing
· Integrated point of sale e-finance
· Supports online ordering via PTS or City Plumbing Supplies
· Installation and commissioning module with automated handover
· Management dashboards and live statistics
Use the ProjectBUILDER app to;
· View your jobs, specific tasks and manage your appointments
· Set reminders to appointments and follow them up
· Complete on-site technical surveys including photographs
· Build a professional quotation on-site with real products and pricing linked to your City Plumbing Supplies or PTS account
· Adjust margins and assess profit
· Issue your company branded quote to the customer via email, or print it out
· Obtain customer digitally signed go ahead on-site to confirm the sale
· Build installation and commissioning module on-site
· View and add notes
· Allow your customers to apply for consumer credit on site to fund the installation**
· Works offline or online - syncs all data back to the office
** Subject to appropriate Financial Conduct Authority authorisation for your company
ProjectBUILDER - Coming Soon in iPad Version 3.4
· Ability to collect payment by credit/debit card on site - funds transferred to a regulated client account for your and the customers protection.
· Product ordering - via City Plumbing Supplies/ PTS or email purchase orders
· Add your own products and pricing by category
· Calendar integration
· Dashboard, lead purchase and training videos