Eighteen months in the life of one order
The clearest way to explain blueGrape is to follow a real order: from a trade fair lead to a quote, production jobs, installed serial numbers, field service and billing.
A trade fair business card becomes a tracked lead
The sales rep captures the card from the mobile app. Source, notes and follow-up are stored before the next conversation starts.
-
Captured on site
Name, role, company and contact details are extracted and checked.
-
Source tracked
The event source follows the record through the sales cycle.
-
Follow-up created
An activity is automatically scheduled for the responsible salesperson.
Re-entering the card in Excel and remembering to call back.
One quote, numbered revisions
The quote starts from the deal, uses the customer's price list and keeps revisions under the same document number.
-
Numbered revisions
Everyone knows which version is active.
-
PDF and email history
The sent document is tracked in the communication history.
-
Forecast updated
The deal contributes to weighted revenue forecast.
Copying the last similar Word file and manually tracking discounts.
The accepted quote becomes an order
When the customer accepts, the order is generated from the quote without re-entering lines.
-
Order lines
Each line can carry production status.
-
Immutable upstream documents
Accepted commercial documents stop changing.
-
Shared visibility
Sales, production and administration work on the same record.
Copying order lines by hand into another system.
Two units, two production jobs
The order creates distinct jobs with phase templates, dependencies and dates calculated backwards from delivery.
-
Phase templates
The process is modeled once and reused.
-
Dependencies
A phase cannot start until its constraints are satisfied.
-
Progress roll-up
Job progress updates the order line.
Maintaining a separate Gantt spreadsheet.
Produced units become installed serial numbers
At installation, each machine becomes an installed asset with configuration, accessories, documents and first report.
-
Digital installation report
Travel, work, parts and signature are recorded on tablet.
-
Configuration backup
Machine parameters can be stored with integrity checks.
-
Customer portal
The customer can access machines, documents and tickets.
Waiting for paper reports to come back to the office.
A fault arrives with context
The customer opens a portal ticket with a display photo. The technician sees machine history, previous tickets and backups immediately.
-
Machine history
Serial number, configuration and tickets are connected.
-
Similar cases
Semantic search and AI retrieve solved cases.
-
Remote signature
The field report can be signed by OTP.
Starting from scratch on a fault already solved before.
Hours and parts reach the invoice
Closed service reports feed the work-to-invoice list with hours, travel and spare parts already detailed.
-
Ready details
No need to reconstruct work from memory.
-
Contract check
Covered and billable work are separated.
-
Invoice data
Administration works from structured records.
Chasing technicians for missing notes and lost billable hours.
How many times was the same data re-entered?
Zero. The customer entered at the trade fair is the same one that appears on the signed field report years later.
Try it on your data, not on a fake demo
We activate a dedicated environment, import your companies and installed base from CSV, and show you the system with your own customers inside. If after thirty days it is not convincing, we close it there.
No credit card. No automatic renewal. We reply within one business day — info@bluegrape.it