36 | OCTOBER 2019
Installer Support
Installer Support is
sponsored by Kayflow
ADMINBASE GOES MOBILE WITH
CONNECTED SALES, SURVEY,
FITTING AND SERVICE APPS
The world’s most comprehensive installer
management system just got even better.
Ab Initio’s AdminBase, which
for more than 20 years has been
the sales and management system
of choice for UK window and door
installers, has now been extended
through a launch of mobile apps
that include sales, survey, installa-
tion and remedial services, which
fully integrate every stage of the
marketing to after-sales support
process.
Utilising the latest mobile com-
puting technology, AdminBase
now allows these key tasks to be
managed and completed in the
customer’s home, with all inputs
sent automatically into the central
system via the latest mobile com-
puting technology. Despite the
advanced technology behind the
system, all entries are made using
intuitive, simple inputs easily
managed by even technophobic
operators, with data sent and
recorded centrally to ensure accu-
rate records are available through-
out the process; indecipherable
scrawls on scraps of paper are a
thing of the past.
Suitable for all installation
operations from a single user up,
the AdminBase apps eliminate
duplication and errors caused by
transcribing hand-written notes in
to spreadsheets, word documents,
production and accounts systems,
reducing time, cost and the po-
tential for mistakes at every stage.
Mobile tablet computers with apps
designed specially for canvassers,
sales representatives, surveyors,
fitters and service engineers utilise
simple forms that automatically
take the user through pre set stag-
es of their particular function. The
apps allow contract-legal signa-
tures to be collected and transmit-
ted directly back into the central
AdminBase system.
Sales
The AdminBase sales app
allows the creation of quotes that
may be emailed to the custom-
er whilst still at their property.
Using simple and intuitive inputs
that may be customised to the
user’s requirements, the quo-
tation may easily be converted
to a contract with signatures
captured directly on screen and a
digital copy sent immediately to
the customer. All information is
uploaded directly on to the office
AdminBase system for immediate
processing.
Surveying
All information recorded using
the Sales app is transferred to the
AdminBase Surveyor app. The
surveyor may then make altera-
tions to the original information,
noting access, risks, and adding
other notes for the fitting team,
including photographs and free-
hand drawings input directly into
the app. A Variation of Contract
may then be created for signature
by the homeowner.
Fitting
After full evaluation by manage-
ment all fitting instructions will
be sent to the fitters equipped
with a tablet and their own app.
Following installation an electron-
ic sign off may be obtained from
the customer, as well as feeding
back problems encountered and
remedial work required.
Service Support
Service Engineers are served
with their own app that, for
example, describes the products
installed, and any remedial work
required. Any previous service
history is also advised. Out-
standing balances are noted for
collection and, as with each stage,
customer signatures may be input
directly and sent direct to head
office, with a digital report sent
automatically to the customer.
Fully Integrated
with AdminBase
All other stages of a sale are
fully integrated with AdminBase
including marketing and custom-
er records management, contract
and order processing, and all
financial functions including sales
and purchase invoices via integra-
tion with most popular accounts
packages.
AdminBase instantly offers the
latest management information
such as Sales by Product, Orders
on Hand, Contracts Sold Not Yet
Ordered, Goods Ordered Not Yet
Fitted and financial information
such as Balances Outstanding,
Job Profit by Contract, Work In
Progress valuation. Every stage
may be fully customised to user’s
exact specifications.
Available via highly affordable
monthly subscription, AdminBase
will revolutionise, streamline and
yet simplify every stage of the
fenestration installation process.
AdminBase Installation is man-
aged with full training given to
every user to ensure smooth,
seamless transition. To date,
AdminBase already has more than
3,000 users throughout the UK.
Rhonda Ridge, who wrote Ad-
minBase more than 20 years ago
after working as finance manager
with a window and door install-
er, says that the latest mobile
technology has now allowed the
introduction of the system she
always dreamed of: “Of course
we always wanted to include
on-site functions into AdminBase,
including sales, survey, fitting and
after-sales and the latest tablet
computers combined with ‘Cloud’
technology and decent mobile
speeds, has allowed us to fulfil
that dream. This is the most com-
prehensive fenestration installer
management system in the world
and it will revolutionise the sales
and installation process where it
counts most – with customers in
their own homes.”
www.abinitiosoftware.co.uk