A window installation business delivering customized solutions to its clients approached Oodles to digitize its quotation and order management process. The requirement focused on building a custom web application to streamline quote creation, customer handling, and measurement tracking for improved operational efficiency.

The client sought Oodles to eliminate manual processes in quotation generation and order tracking. It covered key areas such as custom web application development, customer management, quotation workflows, order tracking, and measurement recording. The goal was to centralize operations, improve accuracy, and enable seamless management of installation projects.

The solution focused on simplifying operations, improving data visibility, and ensuring efficient handling of customer and project data.

Key implementations included:

• Quotation Management System: Enabled quick creation, editing, and tracking of customer quotes with structured workflows.
• Customer Data Management: Centralized storage of customer details for easy access and relationship management.
• Order Tracking Module: Provided real-time visibility into order status and project progress.
• Measurement Recording System: Captured and managed installation measurements for accurate execution.
• Workflow Automation: Reduced manual effort by automating repetitive tasks across quotation and order processes.
• User-Friendly Interface: Designed an intuitive interface to ensure smooth navigation and ease of use.