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Full platform from $28,000 (8 weeks), plus a care plan from $800/month. Payment 40% at kickoff, 30% at midpoint, 30% at go-live.","symptoms":["Quotes are built in a spreadsheet and every estimator does it differently","Scheduling lives on a whiteboard and nobody outside the office can see it","Crews call the office to find out where they're going","Customers ring to ask when someone is arriving and nobody can tell them","Change orders happen on site and never get billed","You don't know your win rate"],"included":["Phase 1: CRM covering lead, site survey, quote and approval","Phase 1: precision sketching / site-planning tool","Phase 1: Good/Better/Best quoting","Full adds: dispatch and scheduling planner","Full adds: installer mobile app with daily tasks, calendar and arrival notifications","Full adds: customer self-service portal — e-signature, quote approval, online payment","Full adds: invoicing and leadership dashboards"],"notIncluded":["Odoo licence fees","Hardware for crews","Accounting migration from an existing package"],"process":[{"step":"Week 1","title":"Discovery and process mapping","deliverable":"Current lead-to-invoice flow documented, configuration plan agreed"},{"step":"Week 2","title":"CRM and lead-to-quote","deliverable":"Lead capture, site survey and quote records live in test"},{"step":"Week 3","title":"Sketching and site planning","deliverable":"Precision sketch tool configured to your products"},{"step":"Week 4","title":"Quoting and approvals","deliverable":"Good/Better/Best quoting with approval rules — Phase 1 complete"},{"step":"Week 5","title":"Dispatch and scheduling","deliverable":"Scheduling planner live with crew assignment"},{"step":"Week 6","title":"Installer mobile app","deliverable":"Crew app with tasks, calendar and arrival notifications"},{"step":"Week 7","title":"Customer portal","deliverable":"E-signature, quote approval and online payment live"},{"step":"Week 8","title":"Migration, training, go-live","deliverable":"Data migrated, teams trained, platform live with hypercare"}],"commitments":["Live on the date agreed at kickoff, or we keep working at no extra cost","Built on an engine we have already delivered three times","30-day post-launch warranty"],"weNeed":["A named project owner with authority to sign off configuration decisions","Feedback within 48 hours at each review point","Customer, product and pricing data by the date agreed at kickoff","Two crew members available for one hour of app testing in week six"],"proof":{"summary":"Big Jerry's Fencing (21 cities, 9 US states) — 40% faster lead-to-installation, 25% higher quote-to-win · ORR Protection (US) — dispatch planner, technician portal, installer app · EME Aquatic Systems","client":"Big Jerry's Fencing","metrics":["40% faster lead-to-installation","25% higher quote-to-win rate","21 cities across 9 US states"],"caseStudyPath":"/caseStudies/projects/bigJerrysFencing"},"faqs":[{"q":"How is this different from ServiceTitan or Jobber?","a":"Those are subscriptions you adapt your business to, priced per seat forever. This is your system, configured to how you already sell and install, with no per-seat ceiling on growth. If an off-the-shelf product fits you well, we'll say so."},{"q":"Should we start with Phase 1 or the full platform?","a":"Start with Phase 1 if quoting is your bottleneck — most installers find it is. Move to the full platform once quoting is stable and scheduling becomes the constraint."},{"q":"Will our crews actually use the app?","a":"They use it when it makes their day easier — today's jobs, addresses, and a one-tap arrival notification. We test with two of your actual crew in week six precisely to catch this."},{"q":"We're not a fencing company. Does this still apply?","a":"Yes. Fencing, fire protection and water-feature installation run the same underlying flow: survey, design, quote, schedule, install, invoice. We've delivered all three."},{"q":"What does the care plan cover?","a":"Monitoring, backups, bug fixes with a response SLA, a monthly allowance of enhancement work, version upgrades and a quarterly review against the outcomes set at kickoff."}],"related":["ai-voice-receptionist","ops-and-erp-fit-sprint"],"note":null}},
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