From request to execution and invoicing
From request to execution and invoicing
The request arrives as a normal customer question: something needs attention and someone has to go on site. In many companies this is where fragmentation starts.
SideIQ turns this into one main dossier. Inspection, advice, work order, quote, execution, customer approval and administration share the same source of truth.
HERKENNINGSPUNTEN
Wanneer deze case vertrouwd voelt
01
Customer context is spread across tools.
02
The office lacks live visibility into field work.
03
Quotes and execution lose context during handoff.
04
Invoicing reconstructs what happened afterwards.
THE FLOW
A dossier that moves with the work
Backoffice captures the request and schedules the first inspection. SideIQ automatically creates the first work order or task.
If follow-up work needs a quote, an automation moves the dossier into a quote-needed stage. After approval, the same dossier returns to planning, execution and administration.
WHY SIDEIQ
Core infrastructure plus adaptive workflow
Layer 1 provides CRM, documents, planning, signing and invoicing. Layer 2 models the dossier, work orders, statuses and automations. Layer 3 can later render a dedicated field-service app on top.
Make your process concrete
Want to see how this flow works in SideIQ?