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Follow one job through EVOR.
Twelve steps, one customer, the same data the whole way. Jump to any chapter.
Chapter 1 of 12
New lead
An enquiry arrives on WhatsApp. Leila logs it as a lead with the source, the service needed and a follow-up time.
- LeadLD-2026-0142
- FromMr. Hamdan, Al Noor Facilities
- NeedGate motor not closing
- SourceWhatsApp
- Follow upToday 15:00, Leila
Chapter 2 of 12
Customer and site
The lead is qualified and converted. EVOR checks for duplicates by TRN, email and mobile, then creates the customer and the site.
- CustomerCUS-2026-0057 Al Noor Facilities Management
- TRN100 4567 8912 0003
- SiteVilla 14, Al Wasl Road, Jumeirah
- ContactHamdan Saleh, prefers WhatsApp
- Credit terms30 days
Chapter 3 of 12
Opportunity
An opportunity tracks the deal value, stage and owner. Site inspection is marked as required.
- OpportunityOPP-2026-0101 Gate automation upgrade
- ValueAED 18,000
- StageSite inspection
- Probability40%
- OwnerLeila Aziz
Chapter 4 of 12
Site inspection
Arjun visits the site, records measurements and photos, and recommends replacing the operator.
- InspectionINS-2026-0088
- Gate width5.2 m
- Gate weightapprox. 450 kg
- FindingOperator gearbox worn
- Photos4 attached
Chapter 5 of 12
Quotation
Leila builds the quotation from the inspection. VAT is calculated per line; scope and exclusions come from the template.
- QuotationQT-2026-0210 rev 1
- Operator 600 kg + installationAED 15,200.00
- Photocells and remotesAED 2,800.00
- VAT 5%AED 900.00
- TotalAED 18,900.00
Chapter 6 of 12
Approval
A 12% discount on revision 2 crosses the 10% rule, so the sales manager approves it. The approved revision is locked as a snapshot.
- RuleDiscount above 10%
- Requested byLeila Aziz
- Approved byOmar Farouk, Sales Manager
- RevisionRev 2 locked
- Sent to customer18 Sep 10:42
Chapter 7 of 12
Acceptance and LPO
The customer accepts in the portal and uploads LPO 4471. The acceptance records who, when and which revision.
- Accepted byHamdan Saleh
- ChannelCustomer portal
- RevisionRev 2
- LPO4471, AED 18,900.00
- Time19 Sep 09:15
Chapter 8 of 12
Job and assignment
Operations creates the job from the accepted quotation and assigns Arjun and Yousef. Both accept on the mobile app.
- JobWO-2026-0318
- Scheduled03 Oct, 09:00–12:00
- Arjun MenonAccepted 08:02
- Yousef DarwishAccepted 08:05
- Material1 × operator reserved from Main store
Chapter 9 of 12
On site, on mobile
Arjun checks in with location, completes the checklist, records the operator as consumed and adds before and after photos.
- Check-in09:12, accuracy 18 m
- Checklist7 of 7 complete
- Photos6 attached
- Materials1 × operator consumed
- SignalOffline 09:40–10:05, synced
Chapter 10 of 12
Completion and JCR
The customer signs on the phone. Arjun submits the job completion report; supervisor Tariq approves it.
- Signed byHamdan Saleh
- JCRJCR-2026-0201
- Submitted11:48
- Approved12:10 by Tariq Nasser
- Warranty12 months from today
Chapter 11 of 12
Invoice and payment
Finance sees the job is ready to bill, issues the tax invoice with both TRNs, and allocates the bank transfer when it arrives.
- InvoiceINV-2026-0521
- Issued03 Oct 15:20
- TotalAED 18,900.00
- PaymentRCT-2026-0388 bank transfer
- BalanceAED 0.00
Chapter 12 of 12
AMC and renewal
Hamdan signs a maintenance contract. EVOR plans four visits a year and will open a renewal opportunity in January.
- ContractAMC-2026-0091
- Term14 Mar 2026 – 14 Mar 2027
- Visits4 per year, next 12 Dec
- ValueAED 7,560.00
- Renewal windowOpens 13 Jan 2027
Demo data from a fictional company. No real customer data is shown.
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