Custom business web application

Pneukom Operacije

A connected system for customers, equipment, service, documents and payments — from the first enquiry to closing the case.

A custom client application. Access is restricted to authorised users.

What the system connects

  • Customers and equipment
  • Cases and documents
  • Quotes and purchase orders
  • Service and work orders
  • Invoices and payments
Internal client application

Problem

Separate records, manual connections

Multiple Excel records make it difficult to track cases and connect documents. Customer, equipment, order and payment information has to be found and linked manually.

Solution

One case connects the entire job

Each business request connects to its customer, equipment, quotes, orders, service and payments. The case provides access to related documents and next steps.

Business value

Overview

The entire case in one place

Links

Documents connected to customers and equipment

Tracking

Service, invoices and payment obligations

Capabilities

From customer request to payment

Business steps share the same connected records.

Customers and equipment

Customers, sites and equipment are linked to their business cases.

Cases and documents

The operational timeline, quotes, documents, attachments and notes in one place.

Purchasing

Supplier quotes and purchase orders are connected to a specific customer request.

Service and work orders

Track scheduled, active and completed work orders alongside the relevant equipment.

Invoices and payments

View incoming and outgoing invoices, customer receipts and supplier payments.

Planner

Obligations, service appointments, tasks and reminders for everyday work.

System views

Case details ? test data
Payments and finances ? test data
Service calendar ? test data

Built around the actual workflow

The value lies in the connections: a quote belongs to a case, a work order to equipment and a payment to an invoice. Users follow the entire job through linked records instead of connecting separate spreadsheets manually.

These local application views use anonymised data from the existing demo seed. The amounts shown are not the client?s business results.

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Next step

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