Summary
Custom-built internal system for SQ Energías. It brings together field operations, the warehouse, sales, invoicing and management reporting, with access by module for each area.
The challenge
Running rental boilers involves field technicians, the warehouse, sales, invoicing and management. The company needed a single system, with permissions per user and traceability for every work order.
What we did
We built the system in modules that are enabled as they are needed. Work orders are closed in the field with photo evidence for each item and the client's signature, and documents are generated as PDFs with the company's corporate identity.
Modules
- Work orders with photo evidence for each item
- Full-screen client signature in the field
- Equipment and telemetry
- Technician dispatch
- Inventory
- Human resources
- Clients and quotes
- Invoicing and purchase orders
- Management report
- PDF documents with the company's branding
- Portal for the company's clients
- Users, permissions and modules enabled as needed
How the work went
Development project
Stage 1 of 5
Request
- The company
- Describes its needs in the configurator or in a meeting.
- TevDev Studio
- Analyzes the current situation and answers initial questions.
- Deliverable
- Registered request
Stage 2 of 5
Requirements matrix
- The company
- Validates the project scope and what falls outside it.
- TevDev Studio
- Documents each functional requirement.
- Deliverable
- Requirements matrix
Stage 3 of 5
Workflow and timeline
- The company
- Approves the stages and the schedule.
- TevDev Studio
- Defines the stages, the reviewers and the dates.
- Deliverable
- Proposal with a timeline for each stage
Stage 4 of 5
Build
- The company
- Provides content and access, and reviews each milestone.
- TevDev Studio
- Develops in stages and presents each milestone before continuing.
- Deliverable
- Review version for each stage
Stage 5 of 5
Launch
- The company
- Approves the final version.
- TevDev Studio
- Runs the final tests, launches and hands over access.
- Deliverable
- User guide
More projects
Get a quote for a similar project
Describe what you need in the configurator and receive a written proposal with scope, timeline and price.
Get a project quote- contacto@tevdev.cl
- +56 9 4049 5773
- Hours
- Monday to Friday, 08:00 to 19:00, Chile time. Emergencies at any hour.