From inquiry to a staffed order
Customers, inquiries and orders connect: an enquiry becomes an order, the order gets staffed, and the hours come back the same way.
Customers, contacts and work sites
The customer register holds contacts, work sites, price agreements and the billing profile - plus the customer's own portal users.
- Price agreements per customer and work type
- Billing profile with period and frequency
- Customer users with access to their own orders
- Invoice history per customer
Enquiries before they become orders
Inquiries track what is not yet an agreement: what the customer asked for, how far you have got, and when it should start.
- Type: manpower rental or recruitment
- A status flow from new to converted or lost
- Estimated start, headcount and contact person
- Convert to an order once the deal lands
Staffing, margin and purchase orders
The order gathers the people assigned, the prices, the purchase order and the margin you actually earn.
- Staffing per order with status on each position
- Margin per order - not just revenue
- Purchase orders, so the invoice matches the customer's system
- A per-order shift schedule for planning that assignment
- A job confirmation for the employee
What the module includes
Price agreements
Agreed prices per customer, applied automatically when invoicing.
Margin per order
See what is left once wages are paid.
Customer portal
The customer sees their orders and approves hours themselves.
Recruitment
Placements with a fee, invoiced on the start date.
Suppliers
Put a subcontractor's people on an order.
History
Who changed what on the order, and when.
See the path from inquiry to invoice
We run a whole flow end to end in 30 minutes.