Guides
Practical answers to the problems our customers bring us, and how AIMS handles each one.
Start with a journey
- Lead to cashEvery deal, from first enquiry to money in the bank, on one record.
- Service and AMCFrom installation to renewal, for every unit you sell and service.
- Hire to retireEvery employee, from offer to final settlement, in one system.
- Solar, enquiry to warrantyFrom the first site visit to a live system under warranty.
Sales and quoting
- Lead to cash, and where deals leak on the wayThe handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
- Margin approvals: stop thin deals before they shipWhy discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.
- What to look for in quoting software for B2B salesA buyer's checklist for quoting software when you sell to other businesses, with agreed prices, approvals, versions and a clean handover to the order.
Service and AMC
- How to price an AMC renewal from real costPrice annual maintenance contract renewals from what each contract really cost you to serve, including visits, spares and technician time.
- Why AMC renewals slip, and how to see them comingThe reasons maintenance contract renewals are missed, and a simple routine to see every renewal months ahead and offer it on time.
- Scheduling preventive maintenance visitsHow equipment dealers and service providers can schedule preventive visits from each contract and warranty, and stop visits being missed.
Solar
- DC-to-AC ratio: setting sizing limits on quotesWhat the DC-to-AC ratio is, why installers oversize panels against the inverter, and how to put a limit on every quote so no rep goes too far.
- Net-metering paperwork: fill it once from the quoteWhy net-metering and subsidy paperwork slows solar jobs down, and how to fill every form from the quote instead of retyping it.
- Quoted vs installed: stopping material varianceWhy solar jobs use more material than quoted, where the margin goes, and how to check the site before stock leaves the store.
- How to build a solar quote that doesn't miss itemsThe items solar quotes most often miss, why they get missed, and how to make every quote complete without relying on memory.
- How to show solar subsidy on a customer quoteShow solar subsidy clearly on a quote, keep it separate from your price, and stop errors when subsidy slabs or amounts change.
HRMS
- From biometric attendance to payroll without retypingHow to run monthly payroll from biometric attendance, approved leave and overtime, without copying numbers into a spreadsheet.
- What to look for in HRMS softwareA buyer's checklist for HRMS software, from hiring and attendance to payroll, incentives and exits, for businesses with branches and field staff.
- Paying sales and service incentives from real resultsTie sales and service incentives to the results already recorded in your system, so they are fair, quick to calculate and hard to dispute.
See AIMS on your own business
Book a demo and we will walk through your own contracts, orders and teams.
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