IoT Platform
Built for one of Sydney's busiest openings suppliers processing 200+ jobs a month. Every feature was designed around how your warehouse, office, and delivery drivers actually work.
Challenge
You're quoting in Excel, tracking jobs in your head, managing stock on paper, and hoping your delivery driver remembers which site needs what by Friday. Meanwhile, you're losing margin because you can't see which jobs are profitable until it's too late — and customers keep calling to ask 'where's my order?' because you don't have a tracking system.
Features
Lead & contact management
Centralised customer database with full contact history, notes, and communication logs
Team-based access control — each sales rep sees their own accounts, managers see everything
Customer segmentation by type (builder, renovator, commercial, trade) for targeted follow-ups
Import existing customer lists from Excel or CSV in bulk
Duplicate detection to keep your database clean
Multi-step quoting engine
Create professional, branded quotes with detailed product line items — doors, windows, frames, hardware, and accessories
Specify dimensions, materials, fire ratings, finishes, and custom configurations per line item
Quote versioning — every revision tracked so you never lose a previous version or send the wrong one
Clone previous quotes to speed up repeat orders for regular customers
Line item templates for your most common products — add them in one click
Bulk pricing rules and volume discounts applied automatically
Public quote pages with engagement tracking
Send customers a branded link to view their quote online — no PDF attachments
Track when they open it, how long they spend reviewing, and which sections they focus on
Customers accept, decline, or request changes directly from the quote page
Real-time notifications when a customer interacts with their quote
Follow-up reminders triggered when quotes go stale after configurable timeframes
Quote-to-invoice conversion
Accepted quotes convert to invoices in one click — no re-entering data
Partial invoicing for staged or progressive deliveries
Invoice status tracking — draft, sent, viewed, paid, overdue
Credit note and adjustment workflows for returns or disputes
Payment recording with multiple method support (bank transfer, card, cash)
Full Xero integration — two-way sync for invoices, contacts, payments, and chart of accounts
Stock movement auditing
Full audit trail on every stock movement — sales, purchases, transfers, adjustments, and returns
Movement history per product, per warehouse, per date range
Shrinkage and variance reporting for stocktake accuracy
Automatic stock adjustments when deliveries are confirmed or returned
Exportable movement reports for accounting and compliance
Inventory & stock management
Product catalogue with industry-specific attributes — dimensions, materials, fire ratings, finishes, colours, and hardware types
Real-time stock levels with configurable reorder point alerts
Multi-warehouse support — track stock across different locations
Bill of Materials (BOM) workflows for composite products (e.g., a door + frame + hardware kit)
Product dependency mapping so you know what needs to ship together
Stock reservation when quotes are accepted — prevents overselling
Excel import/export for bulk catalogue updates and stocktake reconciliation
Delivery route planning & management
Organise delivery runs by suburb, area, or postcode
Assign drivers and vehicles to runs with load planning
Route optimisation to minimise drive time and fuel costs
GPS tracking — the office sees where every truck is in real time
Delivery ETAs shared with customers via automated SMS notifications
Multi-drop scheduling for drivers with address-by-address itineraries
Proof of delivery
Drivers capture photos, customer signatures, and GPS coordinates on delivery via mobile app
Partial delivery recording — track what was delivered and what's outstanding
Delivery failure reason tracking with automatic rescheduling workflows
Proof of delivery records attached to invoices for dispute resolution
Timestamped delivery logs for complete accountability
Site management
Track multiple sites per customer — builders often have 5-10 active sites simultaneously
Document fulfilment tracking per site — know what's been quoted, ordered, delivered, and installed
Site-specific delivery requirements, access instructions, and contact details
Status workflows per site (quoting, in progress, delivered, complete) for pipeline visibility
Site notes and photos for driver reference
Task & job management
Assign tasks with priorities, deadlines, and status tracking to any team member
Link tasks to quotes, sites, customers, or deliveries for full context
Recurring tasks for regular activities (stocktakes, follow-up calls, maintenance)
Overdue task alerts and escalation to managers
Kanban board view for visual pipeline management
AI-powered margin analysis
Automatic profitability scoring on every quote based on product mix, delivery distance, and historical cost data
Margin alerts when quotes fall below target thresholds
Customer lifetime profitability tracking — know who your best accounts really are
Product-level margin analysis to identify your most and least profitable lines
Recommended pricing adjustments based on cost trends and competitor positioning
SMS & email notifications
Automated customer updates at every stage: quote sent, accepted, in production, dispatched, delivered
Internal notifications for new quotes, stock alerts, overdue tasks, and delivery confirmations
Customisable message templates with dynamic fields (customer name, quote number, delivery date)
Bulk messaging for promotions, price changes, or product announcements
Communication history logged against customer and quote records
Calendar & scheduling
FullCalendar-powered scheduling for site visits, deliveries, follow-ups, and internal meetings
Drag-and-drop rescheduling with automatic notification to affected parties
Colour-coded views by event type, team member, or customer
Integration with Google Calendar and Outlook for personal schedule sync
Warehouse & vehicle management
Multi-warehouse inventory with inter-warehouse transfer workflows
Location tracking within warehouses (aisle, bay, shelf) for fast picking
Vehicle register with capacity, service schedules, and driver assignment history
Load planning tools to maximise truck utilisation per delivery run
Comprehensive audit logging
Every action tracked — who did what, when, and to which record
Audit trail exportable for compliance reviews and dispute resolution
User activity reports for management oversight
Data change history with before/after snapshots on critical records
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