Stock and asset visibility across your operation
Track your stock, assets and movements across sites, stores and vehicles, with job allocation, replenishment and service history connected to your operation.
- Typically costs
- £30k–£78k
- Live in
- 10–22 weeks
Indicative build investment, excluding VAT. Your ongoing Managed SLA is quoted separately.
Stock and assets
4 parts01Where this usually starts
Your business needs accurate visibility of what is available, where it is and how it is used. We build stock and asset workflows around your locations, purchasing and jobs, helping your team make informed operational decisions.
02What changes
What you end up holding.
- 01Stock visibility across your agreed locations
- 02Traceability for equipment, tools and vehicles
- 03Service and calibration reminders
- 04Replenishment workflows with agreed purchasing controls
- 05Asset history available to your service team
Discuss your stock, asset and traceability requirements.
03The pieces
What a system like this is usually made of.
Prioritise the capabilities that create the most value for your first release. The estimator lets you explore each addition and plan your investment as the system develops.
Stock
A stock figure people trust, across the unit and every van.
Reordering on its own
Ordered at the right level, from the right supplier, before you run out.
Equipment and assets
Every tool, vehicle and installed unit, with its history, its service dates and where it is.
Certificates and expiry dates
What is lapsing, in time to do something about it.
04How it would run
10 to 22 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
Does this need barcodes or tags?
We assess your workflow before recommending scanning equipment. Phone cameras or dedicated scanners can be integrated where they improve identification and record capture.
We hold stock in vans as well as the unit.
Yes. Each vehicle can be treated as a stock location, with transfers, usage and replenishment linked to the team’s work.
Can it tell us what a job actually consumed?
Yes. Parts can be allocated and costed against jobs, connecting stock movements to your operational and financial reporting.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesConnect your customers, conversations and opportunities in a bespoke CRM designed around your sales process, with specialist workflows and reporting.14–28 weeks
- 02Invoicing and paymentsTurn your contract rules into consistent invoices, connect payments and accounting, and give your team a clear view of outstanding revenue.10–22 weeks
- 03Access and auditControl access by role and record, retain a clear history of activity and give your team the evidence needed for governance and assurance reviews.8–20 weeks
- 04Planning and schedulingCoordinate your people, locations and equipment with qualifications, availability and travel considered together in a schedule your team can act on.14–30 weeks
- 05ReportingBring your operational data together in dashboards and reports that reflect your business priorities, with consistent definitions and clear access controls.8–18 weeks
- 06Quoting and proposalsCreate professional quotes using your pricing rules, approvals and customer options, with clear margin visibility and a connected route from acceptance to delivery.10–20 weeks
- 07Client portalsGive your customers a branded place to follow progress, access documents, review invoices and approve work, with permissions suited to each relationship.8–18 weeks
- 08Documents and approvalsCapture the information your team needs and move it through clear approvals, signatures and records, with responsibilities and progress visible throughout.8–16 weeks
- 09Field work and jobsBring dispatch, mobile job records, asset history and invoicing together so your office and field teams work from the same operational picture.16–34 weeks
- 10BookingsLet customers book against your availability, resources and service rules, with payments and calendar connections supporting a professional booking experience.8–16 weeks
- 11Joining systems upConnect your accounting, CRM and operational tools so records move through agreed workflows, with validation, monitoring and clear handling of exceptions.6–16 weeks
- 12Leaving a systemMove from legacy software to a platform designed for your next stage, with your records mapped, migration rehearsed and continuity planned before launch.10–26 weeks
- 13Reading documentsExtract information from your invoices, forms and certificates, validate it against agreed rules and route exceptions for review with the original document available.10–22 weeks
- 14MembershipsManage your members, subscriptions, eligibility and renewals in one connected system, with self-service and reporting shaped around your membership model.10–20 weeks
- 15MarketplacesConnect buyers and suppliers through a branded marketplace, with onboarding, transactions and operational controls tailored to the relationships you manage.18–40 weeks
- 16Compliance recordsConnect your obligations, evidence, expiry dates and approvals so your team can monitor responsibilities and prepare records for audits and assurance reviews.8–20 weeks
Let’s build your next business advantage.
Discuss your goals with the specialists who will deliver your system. We will help you define the scope, investment and delivery plan, then prepare a proposal for your business.
An outline is enough. Reply within one working day.
Call us on 01603 339222.
Designed around your work
Your workflows, commercial rules and customer experience shape your system.
Owned by your business
Your commissioned source code and documentation give you control over your investment.
Supported as you grow
A Managed SLA combines system protection, support and agreed improvement time.