Journeys

How work flows through AIMS, stage by stage. Each journey runs on one record, so nothing is retyped and nothing is lost between teams.

Lead to cash

AIMS V2AIMS IQEvery deal, from first enquiry to money in the bank, on one record.

  1. Stage 1LeadEnquiry captured
  2. Stage 2VisitRep meets the buyer
  3. Stage 3OpportunityDeal in the pipeline
  4. Stage 4QuoteRight price, first time
  5. Stage 5ApprovalDiscounts signed off
  6. Stage 6OrderQuote becomes order
  7. Stage 7DeliveryStock out, challan made
  8. Stage 8InvoiceBilled from the order
  9. Stage 9CollectionMoney received

See the full journey

Service and AMC

AIMS IQFrom installation to renewal, for every unit you sell and service.

  1. Stage 1InstallationProduct goes live
  2. Stage 2WarrantyCover on record
  3. Stage 3Service requestCustomer reports a fault
  4. Stage 4Technician visitFixed, with spares
  5. Stage 5FeedbackCustomer rates the job
  6. Stage 6Preventive visitsScheduled, not remembered
  7. Stage 7AMC contractPaid cover begins
  8. Stage 8RenewalOffered before it lapses
  9. Stage 9ProfitabilityReal margin per contract

See the full journey

Hire to retire

AIMS HRMSEvery employee, from offer to final settlement, in one system.

  1. Stage 1HiringCandidate to joiner
  2. Stage 2AttendancePunches synced
  3. Stage 3Leave and overtimeApproved, not argued
  4. Stage 4PayrollCalculated, not retyped
  5. Stage 5PayslipsLocked and sent
  6. Stage 6Goals and incentivesPaid on results
  7. Stage 7ExitClearance tracked
  8. Stage 8SettlementFull and final

See the full journey

Solar, enquiry to warranty

AIMS IQFrom the first site visit to a live system under warranty.

  1. Stage 1EnquirySolar lead logged
  2. Stage 2Roof layoutPanels on the roof
  3. Stage 3Parts listNothing missed
  4. Stage 4Quote and subsidyPriced and claimable
  5. Stage 5ApprovalMargin protected
  6. Stage 6Site verificationChecked before stock moves
  7. Stage 7InstallationActual material tracked
  8. Stage 8Handover and warrantySigned off, covered

See the full journey

See AIMS on your own business

Book a demo and we will walk through your own contracts, orders and teams.

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