The operational problem
Companies that sell, measure, plan and install physical projects usually have several flows crossing each other: quotes, orders, measurement visits, installation planning, documents, invoices, after-sales interventions and client communication.
When these flows stay in Excel, email, WhatsApp and separate folders, every step depends on manual follow-up. Teams lose time finding information, checking real status and avoiding gaps between office, field and client.
The system that was built
LeaderPlans centralizes the key business objects: orders, projects, visits, installations, documents, invoices, after-sales requests and client access. It is not just a task list; it reflects the operating cycle of an installation company.
This logic matches the Okys sprint approach: start with one priority workflow, structure the data and create a useful interface before extending the system into a broader ERP.
Visible system capabilities
Order and project tracking
A structured view to follow each client project, its status, stages and associated ownership.
Visit and installation planning
Measurement and installation workflows connected to scheduling so office, client and field teams stay aligned.
Documents, invoices and after-sales service
A base to attach files, invoices and service requests to the right project instead of scattering them.
Client portal and mobile field workflows
Interfaces adapted to clients and field teams rather than forcing everyone into the same admin screen.
Business value for a similar company
- More reliable tracking for orders, projects, visits, installations, documents, invoices and after-sales requests in one business system.
- Less manual coordination between office, field and client teams because the important steps become visible and connected.
- A light ERP foundation that can start with one priority workflow, then grow module by module without rebuilding the whole operation.