• Business Management and productivity of organizations

Installers and maintenance

B2O is a single web - based management software, for installers.

You manage an installation company ? We have created a single web-based management solution that supports all processes from CRM and estimation to financial and service & maintenance.

In your sector, margins are under pressure. Thanks to B2O, you can make the difference in estimating, planning and making less mistakes.

You enter your data only once, which reduces the chance of errors. It is also time and cost-effective. As the customer gives approval immediately, the activities are paid sooner, which has a positive effect on your liquidity position. B2O application contributes to employee and customer satisfaction.

From a simple internet connexion, 7/7, from anywhere and any device, you can :

  • Collect your customers and prospects data
  • Draw up your quotes
  • Schedule your teams
  • Control the incoming workload
  • Automate maintenance contracts
  • Generate invoices
  • Have the customer sign on the tablet 
  • Monitor the progress of your construction works and drive real-time profitability
  • ....

installateurs
installateurs

B2O solution

Our solutions for the installation companies help you to optimize your business, from prospection to after-sales, scheduling and invoicing.

  • Plan and track all your interventions across multiple teams and sites
  • Build your own data base of clients, suppliers, subcontractors, workforce...
  • Get long-term visibility on your resources utilization – both men and machines
  • Real-time insight into the progress of your work orders by the use of reference points
  • Complete handling of corrective and preventive work orders, including inspection lists
  • The mechanic’s day sheet is generated automatically
  • The work order can be created decentrally, for instance outside working hours
  • Be mobile  –  get essential information and update task progress in real-time from the field through a tablet or a Smartphone
  • More efficient work order handling, enabling you to perform more jobs per day
  • Share any information about the construction project between co-workers
installateurs
installateurs

Immediate benefits

B2O is the perfect collaborative construction management software. It associates an easy-to-use, highly flexible interface with powerful resource allocation features to monitor in real time short-term and long-term capabilities. B2O solution allows you to:

  • Improve customer satisfaction
  • Measure profitability of projects
  • Compare the profitability by site and by team
  • Improve the communication in your teams
  • Improve the allocation of resources
  • Increase efficiency and transparency in using a collaborative plateform
installateurs
installateurs

Features examples

CRM- BUSINESS MANAGEMENT
installateurs
  • Create a company and a contact
  • Create a business opportunity
  • Create a quote - an invoice - a contract
  • Invoice directly at the customer's 
  • Optimize the customer relationship: monitoring of business objectives, reports, dashboards…
MAINTENANCE CONTRACTS :installateurs
  • Create a contract by customer
  • Create and schedule the interventions
  • View daily and weekly tasks and schedules at a glance
  • Invoice in one time all your maintenance contracts
PLANNING :installateurs
  • Schedule and consult the interventions of your teams
  • Consult the history of each intervention
  • Share the meetings reports
  • Consolidate timesheets
STATISTICS :installateurs
  • Business monitoring
  • Sales tracking
  • Charts and graphs
  • Export reports and data
EXTRANET for your customers :installateurs
  • Transparency in management of service contracts
  • Less mismatching of orders and invoice
  • Fewer phone and fax enquiries
COMMUNICATION & PROMOTION :installateurs
  • Targeted emailing campaigns
  • Event monitoring

Focused on simplicity and efficiency , B2O organizes your projects workflow in a way that saves you time and money, improving the quality of your work and reducing the amount of time you spend doing daily tasks.

With B2O, you will maximize project profitability and reduce risk. You can optimize project management –from the office to the work site –with dashboards, user-driven enterprise mobility, performance analytics, and cloud solution.

B2O solution is interfaced with relevant third party software such as accounting and payroll software.