A plan that fits how you run the field.

What we learn before we quote

A short discovery conversation — usually part of the demo follow-up — so the proposal is built around your territories, team size, and modules.

• Your field team — how many people on the road, how routes are planned today, and what HQ wishes they could see without calling everyone.
• Dealers and orders — how orders are taken, how often they are re-typed at head office, and what slows credit or approvals.
• Collections — how payments are recorded, how finance learns about them, and where disputes start.
• Loyalty or warranty — whether carpenters, painters, or warranty claims matter for your brand and should sit on the same picture as visits and orders.
• What success looks like — what must be true in the first months so you know the investment was worth it.
• Data privacy and access — who sees dealer and field data by role; keeping operational truth inside your organisation instead of personal chat apps.
• NDA and trust — we sign a mutual NDA before deep discovery when you need it; your network details stay confidential to your evaluation.

Getting live

Setup is part of every serious rollout: your dealers, catalog, territories, and people trained to use the app where work actually happens.

• Align on scope — which branches, which products, and what data we need from you to start clean.
• Configure for how you sell — routes, forms, and rules that match how your team already sells.
• Train reps and managers — short, practical sessions so the first week on the road is supported.
• Go live with a point person on your side — someone who can answer day-to-day decisions while we tune the system.

Rollout pace depends on which modules you turn on, how much data we migrate, and how your team is structured — we agree scope and milestones in your proposal, not a one-size-fits-all calendar.