Project order won to a mobilised supply-and-install package
We take off your hands: checking each order against your quote and terms, and planning drawing approvals, deliveries and crews to the site programme.
You get: the order checked against your quote, risky terms flagged, delivery dates the factory can meet, and draft RAMS for your contracts manager to sign.
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The problem
We win the order, then find the PO doesn't match our quote, the terms are onerous and site wants dates we can't hit.
How the steps join up
It starts when: a main contractor or developer places an order or subcontract for a supply-and-install package.
Check customer purchase orders against the quote before accepting them
Your team checks and decides at this step.
Review contracts and terms against your standard positions and flag risks
Your team checks and decides at this step.
Check a contract's insurance and bond demands against the company's policies and bonding facility at tender and before signing
Set up a newly won client in all your software and collect their requirements at the start
Track customer drawing approvals and warn when a late approval threatens the production slot
Build a procurement schedule with order-by dates from the programme
Give customers delivery dates the factory can actually meet
Check every job has a named competent person with in-date qualifications
Prepare task-specific RAMS for review
Your team checks and decides at this step.
What you end up with: The order matches the quote, terms, insurances and bonds are checked, the customer is set up, drawing approvals, procurement and delivery dates are planned against the site programme, and installation crews start with a named competent person and approved RAMS.
Who signs it off: Your commercial manager and director accept the order and terms, your contracts manager signs the RAMS and the customer approves drawings and RAMS.
What it needs to work
- Quotes and orders in your software
- The customer's site programme
- A competency register
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?