Vendor access
Vendors see their own installation and the device reference they need to build it: device types, setup guides and models. Everything else stays with Aigna.
Go to your installationSalesSimulated
3 opportunities open, $98,766 in play · 1 quote with the client
OPP-2615Quillmark PublishingMade-up client
Raised while fixing the studio mixer; a survey to book
about $38,000, a rough estimateSeattle studio
Next Book a survey with Quillmark IT
OPP-2613Fenwater HealthMade-up client
Design drafted from the survey; quote due 6 Oct
$14,418 · draft version 1Quincy outpatient centre
Next Send the first quote by 6 Oct
OPP-2611Aigna
Version 2 sent 24 Sept; Aigna decides by 8 Oct
$46,348 · version 2Chicago office · Marcus Lee
Next Call Marcus Lee on 6 Oct; the quote holds to 24 Oct
OPP-2602Aigna
Accepted 24 April; it is Aigna's project PRJ-14 now, in Deploy
$18,109 · version 2Juneau office · Ruth Kelly
OPP-2608Fenwater HealthMade-up client
Lost 30 July; Fenwater moved the budget to next year
about $64,000, a rough estimateBoston campus
Next Ask again when Fenwater sets next year's budget, in January
A design is drawn from the space types and the device library. Its bill of materials prices the quote; the quote and the design write the statement of work. Accepted, the design goes to the client's Keia over the engagement as a proposal, becomes the client's project, and its BOM becomes the install positions the build sheets start from. The as-built comes back as a reviewed change. Nothing is typed twice.
Provider sales is switched off in Settings. Your clients, jobs and visits are still under Your clients.
A provider's own Keia
A provider keeps its opportunities, designs, quotes and margins in its own Keia. None of it reaches a client until a quote is accepted, and then only the design, as a proposal. To see it, pick one of its people in View as (Sam Okafor, Northlight AV).
See Aigna's engagement with Northlight AVType the way you would ask a colleague. Keia Atlas picks out what you want, where, which model and which status, and shows each as a chip you can remove or change.