Proof of Concept Example
When setting up a new customer on QuickEasy it is important to first put a Proof of Concept together in order to clearly map out the full scope of the project with regards to QuickEasy BOS.
This is an example of a Proof of Concept (PoC) for a blinds manufacturer, but the principles applied here can be used for other industries too.
You will see the Setup and Inputs for Estimate Types, Calculations, Materials, Services, and Materials Setup. Use this as a guide for your next PoC.
Estimating Type - Blinds - Setups & Inputs
Estimating Type - Blinds - Setups & Inputs
Calculations
Calculations
Materials
Materials
Services
Services
Material Setup
Material Setup
Production Type: Slats
Material Category = Slats (Type)
Slat Item User Fields (Select Item)
Slat Item User Fields (Select Item)
Head Rail
Bottom Rail
End Caps - Head
End Caps - Bottom
Cords
Cord Lock
Ladders
Ladder Lock (Top)
Ladder Lock (Bottom)
Plastic Wand
Tilter Gear
Tilting Rod
Slats
Valance
Stain
Coating