Project control, connected
Control every
project from
accepted job
to warranty
Connect brings your office, field team and customers together in one controlled workflow—from survey and preparation through installation, customer sign-off and warranty.
Fewer missed details. Fewer update calls. Better project control.
The operational gap
Winning the job is only the beginning
The real challenge is making sure every detail is ready, every team member knows what is happening and every customer stays informed. Calls, messages, photographs and paperwork spread across different systems make projects harder to control. Connect replaces that fragmentation with one clear project record.
Repeated customer update calls
Incomplete site records
Poor visibility across active projects
One controlled workflow
One connected journey from start to finish
01
Accepted Job
02
Survey
03
Ready to Start
04
Installation
05
Management Review
06
Customer Sign-Off
07
Warranty
Every stage follows a controlled process, giving the office a clear view of what has happened, what is outstanding and what must happen next.
Three connected experiences
One system. Three connected experiences.
01 / Office
Control projects from one place
Create and assign projects, schedule surveys and installations, confirm arrangements, monitor progress, review site evidence and control project completion.
- Project and financial visibility
- Calendar scheduling and assignments
- Structured surveys
- Resources and arrangements
- Management review and approval
- Complete project history
02 / Field Team
Give installers exactly what they need
Installers see their assigned projects, access job information and record consistent site updates without unnecessary administration.
- Assigned jobs in start-date order
- Project and site information
- GPS-recorded attendance
- Daily photographs and captions
- Start and finish records
- Site reports and issue escalation
- Offline updates that sync when connectivity returns
03 / Customer
Keep customers informed without constant calls
Customers receive a secure, professional portal where they can follow their project and access their records.
- Project progress
- Journey updates
- Site photographs
- Remote customer sign-off
- Digital warranty access
- Branded customer experience
Readiness & evidence
Ready means everything is ready
Connect’s structured survey records access requirements, materials, equipment, waste arrangements and other project needs. A project only becomes Ready to Start when the required preparations have been confirmed.
Prevent delays, missing materials and wasted journeys before the installation team arrives.
Time-stamped audit trail
Build a reliable record of every working day
Start and finish times, GPS locations, photographs, captions and site reports create a time-stamped audit trail. The office receives consistent progress information without chasing the field team.
- GPS attendance records
- Time-stamped photographs
- Daily progress updates
- Recorded site issues
Customer portal
Give customers visibility without giving them control of the project
Customers can securely follow progress, view approved photographs and updates, complete sign-off and access their warranty from their own branded portal.
Quality control
A project is not complete until it has been checked
Installers submit completion evidence for office review. Management can approve the work or return it for further action before customer sign-off and warranty issue.
- Completion checklist
- Management review
- Rejection and further-action process
- Customer sign-off
- Digital warranty handover
Compatible CRM integrations
Move accepted jobs into delivery without duplicate entry
Compatible CRM integrations can pass accepted jobs into Connect, allowing the operational project journey to begin without entering the same information again.
CRM→Connect
Connect promotional video
See Connect in action
See how Connect takes a project from accepted job through survey, installation, sign-off and warranty.
Request a demonstration
See how Connect could work for your business
Request a demonstration of the complete project journey for your office, field team and customers.