Challenges
Selection management • Stage-based jobs • Supplier coordination
Industry solution
Projects, surveys, product selections, staged work, approvals, suppliers, and customer handover.
Kitchens and Bathrooms is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Selection management • Stage-based jobs • Supplier coordination
Projects, surveys, product selections, staged work, approvals, suppliers, and customer handover.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Supplier, catalogue, and estimate workflows already exist and can support this direction.