A route-planned, quote-to-cash platform for a manufacturing firm.
Routes, runs, deliveries, made-to-measure quotes, PDF work orders, invoicing, Sage posting, Vapi phone agent, and an IMAP sweep that reconciles invoices without anyone touching a spreadsheet.
A made-to-measure manufacturer running on Sage for books, a spreadsheet for quotes, paper-printed route sheets for drivers, WhatsApp for delivery status, and IMAP for invoice capture. Five systems, none talking to each other. Every VAT cycle took a week of reconciliation. Nobody could see a whole job from survey to paid invoice.
A single platform with a real relational model — leads become customers, customers have quotes, quotes become jobs, jobs become runs, runs ship via deliveries, deliveries bill via invoices, invoices post to Sage. A visual route planner with drag-and-drop reordering and a nearest-neighbour optimiser. Embedded quote widget for the WooCommerce product catalogue. Vapi AI voice agent handling inbound calls, capturing structured quote intent. n8n IMAP sweep reading sales@ and reconciling invoices to Sage nightly.
Platform screenshot · demo data
Every feature shipped, line by line.
- Visual route planner with drag-and-drop stop reordering
- Nearest-neighbour route optimiser + printable driver sheets
- Runs, collections, deliveries with per-stop status (To be made → Being made → Completed)
- Vehicle assignment, capacity tracking, meter readings
- Quote builder with product variations (size, colour, finish, per-metre)
- PDF work orders with dimensioned layouts for made-to-measure
- Status workflow: Draft → Pending → Approved → Invoiced → Paid
- Invoices with pro-forma, overdue flags, payment gateway
- Vapi AI voice agent for inbound calls + structured quote capture
- n8n IMAP sweep — sales@ inbox reconciled to Sage nightly
- Zapier/webhook settings exposed to ops
- Workflow engine with triggered automations
- Sage bookkeeping + VAT posting
- WooCommerce product sync + embeddable quote widget
- iOS native app via Capacitor + push tokens
- Multi-entity contacts (leads, customers, suppliers)
