Scope the project. Source the kit. Bill the milestones.
Multi-vendor projects with labour, staging and install on the same record as the parts, from first scope to last invoice.
Your nine stages, one record
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
Sound familiar?
What changes for system integrators.
Four things that eat the week today, and what they look like on one record.
Today: labour and parts on separate quotes
One quote, parts from any source, labour from your rates
Today: staging tracked on a whiteboard
Kit received, staged and shipped against the project
Today: change orders lost in email
Change orders approved and billed on the record
Today: milestones invoiced from memory
Deposits and phases billed as approved
Where to start
The four modules system integrators turn on first.
The rest of the platform is already connected when you need it.
“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
Questions
What system integrators ask us first.
- Can I bill by milestone?
- Yes. Deposits, phases and change orders invoice as each is approved.
- Can labour and hardware share a quote?
- Yes. Parts come from any source and labour from your rate card.
- Can I track kit per project?
- Yes. Every received and staged item is tied to the project it's for.
See it on your own deals
See Provizo the way system integrators run it.
30 minutes, on your own catalog and customers.
$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.