Idea to Software: Custom ERP, SaaS & Inspection

01 / Idea to Software

One job connects the whole business

Field work starts before a technician leaves the office and continues after the visit. The team needs to prepare a quote, distribute visits, organise resources, record findings, deliver a report and follow up on invoices and payments.

Idea to Software connects these stages through customers, contracts and interventions. Designing the product means working on the transitions between screens as well as the rules that keep records consistent: where a document gets its information, who can act on it and how an action affects the next stage.

Business management: Customers, contracts, sales, purchasing and inventory
Operations: Scheduling, field work and reports
Customer service: Portal, documents and progress tracking
Inspection: ITS Report web and embedded interface

Keep the context, from quote to payment

The modules share the context of the job. Office staff, field teams and customers each have access suited to their role.

Quote
Customer, estimate, order
Organise
Contract, rules, schedule
Carry out
Teams, resources, site
Document
Reports, photos, review
Invoice
Documents, batches, payments
Monitor
Activity, margin, cash flow

02 / Jobs & scheduling

Turn a contract into scheduled work

A job brings together commercial documents, addresses, recurring visits and financial tracking. Rules or an Excel import provide the starting point for scheduling visits around working hours, durations, frequencies and available capacity.

The engine produces a preview before creating interventions. It checks for conflicts with technician calendars and flags periods that are too short. Geographic grouping and fixed dates support different ways of organising field work.

Job workspace: scheduling rules, planned batches and intervention progress.

03 / Field work & deliverables

Make the report part of the workflow

The intervention record brings together technician instructions, times, photographs, signatures and generated documents. Report templates structure the information required for the task, while the PDF remains accessible from the record.

The workflow distinguishes work in progress, a signed report and validation. Operational views use those states to show activity, time spent and records still awaiting completion.

Intervention record: status, technician, PDF report and supporting files.

04 / Business management & finance

Connect the work to invoices and payments

Quotes, invoices, credit notes, payments and expenses are linked to jobs. Rebilling batches and document defaults support recurring administrative work. Catalogues, purchasing and inventory movements complete the management workflow.

Financial views can be filtered by period, entity, job or customer. Collections, risk and cash-flow screens provide access to the records behind the figures, with identifiable assumptions for projections.

Cash-flow workspace: business filters, collections, risks and scenarios.

05 / Customer portal

Extend the workflow beyond internal teams

Customers find their quotes, invoices, interventions and reports in a dedicated portal. They can consult documents, respond to a quote and access the information shared with them through one consistent interface.

Customer access is separate from administration and technician access. The calendar, supporting documents and intervention updates are presented through a journey designed for the recipient.

Customer dashboard: quotes, invoices, payments and intervention status.

06 / ITS Report

ITS Report: from footage to an inspection record

Video inspection needs a clear connection between an observation, its location and its image. ITS Report organises the record by pipe section, bringing together technical characteristics, distance readings, captures, video and observation classification.

The editor, section map and private sharing view offer different ways to explore the same record. The PDF brings together information prepared by the operator, who remains responsible for classification and validation.

Technical data for each section
Captures and video linked to the record
Maps, PDFs and customer sharing

ITS Report editor: pipe sections, media and record completeness.

The AI tools for video-inspection analysis and classification visible in some screenshots are described as being finalised on the product website. They are separate from the data-entry and validation workflow presented here.

07 / ITS Report Local

Software running on the inspection equipment

The embedded version of ITS Report puts the interface alongside the operator: video feedback, image capture, recording, annotations and report preparation on the inspection unit.

Local operation allows work without an Internet connection. Browser access on the equipment’s network, controls suited to field use and a guided mode address a different environment from the office.

Embedded ITS Report: video, capture controls, annotations and playback.

The engineering behind the screens

The depth of the product lies in the rules connecting its functions and the details that make them usable in day-to-day operations.

Schedule around real constraints

Daily capacity, variable durations, recurring visits, GPS grouping and calendar conflicts are handled before interventions are saved.

Maintain the job’s relationships

Customers, addresses, documents, expenses and interventions retain their job references. Schedule creation uses a transaction to avoid partially saved plans.

Distinguish inventory movements

The system separates document-driven stock changes, field movements and vehicle inventory. Output modes prevent the same consumption from being counted twice.

Match access to responsibilities

Account context, configuration permissions, technician assignments and customer access are reflected in the processing and interfaces.

Define controlled data exchanges

The API exposes business resources under defined permissions. Inspection transfers associate reports, media and metadata with the correct record and track the outcome.

Develop a product over time

Report templates, document settings and embedded interface releases allow the product to evolve with operational needs and different working practices.

Explore the product in detail

These additional views show the tools used throughout the workflow. Open any image to inspect the interface at full size.

Intervention map

Geographic and chronological views of interventions, with access to each record.

Operational monitoring

Activity, hours, reports and completion within the selected period.

Invoice management

Search, filters, due dates, payments and outstanding balances.

Invoice detail

Document, amounts, due date and related information in one view.

Batch invoicing

Building and tracking rebilling batches within a job.

Document rules

Default values and lines based on the source of the commercial document.

Pipe section details

Section characteristics and reuse of information already entered.

Inspection video library

Uploading, previewing and organising the report’s videos.

Capture classification

Image, distance and observation data; AI assistance is described as being finalised.

Inspection mapping

Positioning pipe sections and consulting their characteristics.

Customer delivery

Inspection map and record available through a private link.

Getting started in the field

Guided navigation through the embedded interface without activating equipment controls.

A business product developed as a connected whole

Idea to Software shows the work involved in connecting business management, field execution and a technical specialism such as inspection. The interfaces serve different purposes while remaining linked to the record and the people responsible for moving it forward.

For the office

Prepare, assign and track the work.

For field teams

Carry out, document and share.

For customers

Find documents and follow their interventions.

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