Inspect the site view
Explore fictional sites shown on a schematic map.
Focus field activity
on the next opportunity.
Organise construction-site opportunities and visit status to support a systematic sales pipeline.
Construction opportunity planning
The working demo requires its own password.
- The business problem
- A list of sites gives little help with planning attention, tracking visits or handing information into sales follow-up.
- The software
- View site records together and use visit status to organise the next round of field activity.
- The benefit
- Sales activity follows a visible set of opportunities and next actions, keeping site discovery connected with follow-up.
Explore the workflow.
Use the sample information to understand the work the software supports.
Review visit status
Filter the sample opportunities by their visit status.
Record the next action
Try the local notes and status controls to see how field activity is organised.
Inside this example.
Sites and map positions are fictional and schematic. Notes and status illustrate the planning workflow; this is a sample of the larger Sydney implementation.
Read the related case studyDiscuss this workflow.
Tell us which part of your process needs to work better.