Services and field work
Price services in the quote and track field work through installation work orders.
In Okvir.io, you can include associated services in a quote and organise installation through separate work orders when the installation module is enabled. Product, pricing and field work details remain linked to the same quote.
Transport, installation and removal in pricing
Depending on the agreement with your customer, a quote can include transport, installation, dismantling existing windows and doors, taking away the old units and finishing the reveals. The system prices the selected services together with the products and accessories.
You can set a service price according to the type and scope of work: installing a window, a door or a large sliding balcony unit need not cost the same. Services and their prices can appear as separate quote items, or their cost can be included in the base prices when your business prefers not to show them separately.
Installation work orders and field records
From an existing quote, you can create a separate installation work order, select the items it covers and assign an installer. This requires the installation module and the appropriate access rights. Issuing the quote alone does not create a work order.
The installer can see item details in the assigned order and record measurements, problems noticed on site and the outcome of the visit. The information stays linked to the order and its quote for later review.
For a complex installation lasting several days, you can create several work orders for the same quote and schedule individual items and units across visits. Assign an installer to each order. After a visit, the installer records whether the work is complete and, if it is not, what remains for the next visit.
Mistakes, breakages or damage on site can be recorded against a specific unit or the whole project. If a customer later raises a complaint or contacts you during the warranty period, a new work order for a repair or service visit can be linked to the same quote. Follow-up visits therefore remain connected to the original job.
See which parts of your work Okvir.io supports
We will go through the steps you actually handle in sales, the workshop or on site, and show which ones the system supports and connects.
