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Orders & Installation

Every finished unit knows its install crew, delivery slot and site contact

Confirmed orders flow from production completion through delivery scheduling to on-site installation — unit serial, customer context and snag status on one thread.

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Order tracking from factory gate to installer sign-off.

Orders and installation tracking for window units from production through delivery to site teams

Units finish production but lose the plot on the way to site

Dispatch knows the truck left; install crew arrives to find mixed sequences and missing handles — customer trust erodes fast.

Without orders & installation

  • Install spreadsheets list addresses that don't match latest CRM notes.
  • Unit labels don't match the sequence the homeowner expects room by room.
  • Completion sign-off is paper; finance waits to invoice.
  • Snags discovered on site don't loop back to production quality.

With orders & installation

  • Order lines tie each unit to production, delivery and install appointment.
  • Crew apps show room schedule, contacts and required fittings per unit.
  • Digital sign-off triggers milestone billing and warranty start.
  • Snags create structured tasks linked to serial and responsible trade.

When install runs on phone calls

  • Wrong sash delivered to loft conversion — swap costs a day.
  • Installer team double-books because CRM and dispatch disagree.
  • Customer asks 'which windows arrive Thursday?' — answer requires three calls.
  • Completion photos never reach the job file for retention release.
  • Warranty claims can't prove install date or crew.

When every unit is traceable

  • Order hub with unit status: built, staged, delivered, installed.
  • Install calendar synced to crew skills and geography.
  • Room and sequence labels match customer-facing schedule.
  • Mobile completion with photos, signature and checklist.
  • Snag-to-reclamation path without leaving the order context.

Installation coordination for fabricators

Bridge factory output and site reality — where customer experience is won or lost.

Order and unit registry from confirmation through install.

Delivery and install appointment scheduling per job.

Crew assignment with skills, tools and vehicle needs.

Customer-facing schedule options with confirmed windows.

Site checklists: access, lift, weather, substrate readiness.

Digital completion pack: photos, measurements, sign-off.

Snag capture tied to unit serial and warranty policy.

Integration with finance for stage invoice on completion.

From production complete to customer sign-off

  1. 1

    Units finish QC

    Order lines update to ready; logistics plans delivery slot.

  2. 2

    Schedule install

    Crew books against customer availability and site constraints.

  3. 3

    Install on site

    Team scans units, fits per schedule, records variances.

  4. 4

    Sign off

    Customer approves; warranty starts; finance receives milestone trigger.

Installation ties together these modules

Dispatch coordinator scheduling window deliveries to dealers and installation crews on route board

Logistics & Distribution

Schedule deliveries to end users, dealers and on-site teams while keeping in-factory movement aligned with dispatch plans.

Project manager coordinating façade installation subcontractors and inspection schedule on master Gantt

Projects & Execution

Coordinate master schedules, subcontractors, field service, inspections and reclamations across every active job.

Sales rep managing window project pipeline on a visual CRM board beside quote PDFs

CRM & Sales

Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.

Track every unit from bay to homeowner sign-off

Book a demo and we will follow a multi-unit residential job from production release through install completion.

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Pyramid Software's RA Workshop — 15+ years, 51 countries, 2,000+ fabricators. Locally supported in Bulgaria by Delice Automatics Ltd, official Pyramid Software representative.

  • +359 (885) 82 17 84
  • service@delice.bg
  • Golden Class 20, Stara Zagora, Bulgaria
15+ years on the line51 countries30-day guarantee (eligible editions)

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