HVAC System

Key Features
Enquiry → Estimation → Quotation
Capture enquiries, build itemized estimations (material, labor, services) and generate branded quotations.

Job Profiles & Sales Orders
Convert approved quotes into sales orders and create project/job profiles with tasks, budgets, and timelines.

Vendor Purchase Orders
Raise POs to suppliers, track delivery schedules, and control costs with committed vs. received reporting.

Material Management
Material Requests, Material Issues, and GRNs with traceability by project, store, and location.

Employees & Resources
Assign technicians/teams, track utilization, and link manpower costs to jobs.

Company Setup
Multi-branch configuration, master data, roles/permissions, and organization settings.

Hierarchical Approvals
Multi-level approvals for quotations, POs, and material requests
Configurable thresholds by role/amount
Email/WhatsApp notifications & audit trails
Benefits
Operational Efficiency
Automate handoffs and cut manual effort across teams.

Cost Control
See estimation vs actuals and protect margins.

Real‑time Visibility
Dashboards show live project health and blockers.

Faster Turnaround
Structured approvals keep projects moving.

Dashboards, Reports & Graphs
Executive Dashboard
Project status, profitability, purchase commitments, and material movement in one view.

Operational Reports
MR/Issue logs, GRNs, PO aging, technician utilization, and job progress reports exportable to Excel/PDF.