Projects that include the kit.
Phases, deliverables and scope approvals with the hardware ordered inside the project, so labour and parts are quoted, tracked and billed together.
- Replaces
- Project spreadsheets, PSA projects
- Same record as
- CPQ, Purchase Orders, Time & Expenses
- Built for
- Integrators, project managers
What it does
Scope, kit and labour, on one plan.
Every phase knows its parts, its hours and its budget.
Phases
Milestones with owners and dates.
Scope approval
Clients sign off before work starts.
Kit inside
Order and track hardware from the project.
Budget vs actual
Hours and parts against the quote.
Where it sits
Part of one deal, start to finish.
Projects owns the highlighted stages and passes the record on.
- Request
- Scope
- Agreement
- Approve
- Provision
- Deliver
- Track
- Bill
- Book
On the same record
No exports. No syncing. No re-keying.
What feeds Projects, and what it hands the record to next.
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
More in Service
The rest of Service, on one record.
Turn on what you need now. The rest is already connected.
See it on your own deals
See Projects on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.