Software for Workshops, Service Jobs and Activities

Industry solutions from CIS & MET

From the quotation promise to the details of completed work.

Businesses working by service call or job need to monitor time, materials, documents and margins, from quotation to completion.

From Data to OperationsMake service delivery visible

Activities, materials and documents collected by job to support coordination and actual reporting.

The Needs We Address

Quotations, price lists and work orders

Requests and commercial terms linked to quotations and work orders, retaining customer references.

Job stages, assignments and actual hours reporting

Activities organised by stage and owner, with time records supporting actual work analysis.

Materials used and spare parts

Spare parts and materials linked to service jobs to reconstruct consumption and compare it with plans.

Documents, service reports and margin analysis

Attachments and service reports linked to jobs to support service review, actual reporting and invoicing.

A Digital Workflow from Start to Finish

Request → quotation → work order → service → actuals → invoice

Progress rules, checks and responsibilities are defined during process analysis.

Processes in Practice

Project scenarios: processes, configurations and indicators to define during analysis.

01 / Specialist workshop

Operational Context: Service job margins depend on actual work and materials used. Quotations need to remain comparable with actuals even when additional operations arise.
Integrated Workflow: CM-CRM retains requests and sales activities; CM-Suite links orders, stages and materials. CM-DMS documents complete the context, while analysis compares planned and recorded amounts.
Operational Value: Office teams can review completed work before financial closure. Quotation variances remain attributable to recorded hours, materials and activities.

Indicators to MonitorHours per service job; parts used; quotation variances; jobs awaiting invoicing.

02 / Multi-job services

Operational Context: Several teams may handle simultaneous assignments, with requests and documents spread between office and field staff. Coordination requires distinguishing assigned, completed and outstanding activities.
Integrated Workflow: CM-Suite and CM-CRM retain activities and job references. CM-DMS links service reports and attachments; CM-BI views present status by customer, stage and period.
Operational Value: Anyone taking over an assignment has its documentary and operational context. Completion checks can precede actual reporting, supporting handover between service delivery and administration.

Indicators to MonitorOpen activities; incomplete service reports; recorded hours; assignments ready for closure.

The most relevant CIS & MET solutions

Do you have a specific process to digitalise?

Let's review your workflow, existing integrations and operational priorities together.