Reference

Role-wise Workflow

The full 12-step Lead-to-Handover process, organized by department so each team can see exactly what they own and where they hand off — as clarified by the client on 25 Sep 2026.

Marketing1 step(s) owned

Step 1. Lead Creation — A lead enters the system from any of several sources (website, referral, walk-in, exhibition, etc.).Pre-Sales

Sales3 step(s) owned

Step 2. Initial Contact & Rough Estimate — Team connects with the customer, asks for details, and gives a rough estimate on call.Pre-Sales
Step 3. Measurement Booking, Advance Payment & Sales Operator — If the customer requires measurement, they pay an advance payment, the lead is processed for measurement, and a Sales Operator is assigned.Pre-Sales
Step 6. Work Order & Payment Terms — Work Order is generated with payment terms. Default split is Advance 50% / Dispatch 30% / Progress 10% / Handover 10%. Any change to these terms requires Management approval.Work Order & Delivery

Also collaborates on: Step 1 (Lead Creation).

Supervisor📱 Mobile App7 step(s) owned

Step 4. Product, Design & Sample Selection — Supervisor selects the product code, uploads JPEG/DWG design files, and uploads approved sample photographs (front & back) — typically up to ~10 samples per project.Design & Sample Approval
Step 5. Measurement Sheet & Final Quotation — Supervisor uploads the measurement sheet taken on site and updates the final quotation based on the confirmed measurements.Design & Sample Approval
Step 8. Material Delivery & Delivery Challan — A Delivery Challan is created for the materials and quantities delivered to site.Work Order & Delivery
Step 9. Daily Site Readiness Checklist — Supervisor checks site readiness daily, submits a checklist with photos and remarks, and selects the approximate start date.Site Execution
Step 10. Contractor Allocation — On start, multiple contractors are assigned based on the different material tasks (e.g. Stone Cladding, Texture, Painting), with labour count, tentative finish date and remarks per contractor.Site Execution
Step 11. Daily Supervision Report (DSR) — A DSR is submitted per contractor assigned, capturing site, contractor name, number of labour, current status photos, number of days to complete, and remarks.Site Execution
Step 12. Final Measurement, Add-ons & Credit Note — After work completion, final measurement is updated and any add-on work is recorded. If the completed work amount is less than the amount already received, a Credit Note is created for the difference.Final Measurement & Closure

Accounts4 step(s) owned

Step 6. Work Order & Payment Terms — Work Order is generated with payment terms. Default split is Advance 50% / Dispatch 30% / Progress 10% / Handover 10%. Any change to these terms requires Management approval.Work Order & Delivery
Step 7. Order Placed — Accounts confirms the order is placed once payment terms are accepted.Work Order & Delivery
Step 8. Material Delivery & Delivery Challan — A Delivery Challan is created for the materials and quantities delivered to site.Work Order & Delivery
Step 12. Final Measurement, Add-ons & Credit Note — After work completion, final measurement is updated and any add-on work is recorded. If the completed work amount is less than the amount already received, a Credit Note is created for the difference.Final Measurement & Closure

Design0 step(s) owned

No steps directly owned — supports other teams only.

Also collaborates on: Step 4 (Product, Design & Sample Selection).

Manager1 step(s) owned

Step 10. Contractor Allocation — On start, multiple contractors are assigned based on the different material tasks (e.g. Stone Cladding, Texture, Painting), with labour count, tentative finish date and remarks per contractor.Site Execution

Also collaborates on: Steps 6, 12 (Work Order & Payment Terms; Final Measurement, Add-ons & Credit Note).

Full Process — Step by Step (1 → 12)

#	Step	Group	Primary Role	Collaborators	Description
1	Lead Creation	Pre-Sales	Marketing	Sales	A lead enters the system from any of several sources (website, referral, walk-in, exhibition, etc.).
2	Initial Contact & Rough Estimate	Pre-Sales	Sales	—	Team connects with the customer, asks for details, and gives a rough estimate on call.
3	Measurement Booking, Advance Payment & Sales Operator	Pre-Sales	Sales	—	If the customer requires measurement, they pay an advance payment, the lead is processed for measurement, and a Sales Operator is assigned.
4	Product, Design & Sample Selection	Design & Sample Approval	Supervisor	Design	Supervisor selects the product code, uploads JPEG/DWG design files, and uploads approved sample photographs (front & back) — typically up to ~10 samples per project.
5	Measurement Sheet & Final Quotation	Design & Sample Approval	Supervisor	—	Supervisor uploads the measurement sheet taken on site and updates the final quotation based on the confirmed measurements.
6	Work Order & Payment Terms	Work Order & Delivery	Sales / Accounts	Manager	Work Order is generated with payment terms. Default split is Advance 50% / Dispatch 30% / Progress 10% / Handover 10%. Any change to these terms requires Management approval.
7	Order Placed	Work Order & Delivery	Accounts	—	Accounts confirms the order is placed once payment terms are accepted.
8	Material Delivery & Delivery Challan	Work Order & Delivery	Supervisor / Accounts	—	A Delivery Challan is created for the materials and quantities delivered to site.
9	Daily Site Readiness Checklist	Site Execution	Supervisor	—	Supervisor checks site readiness daily, submits a checklist with photos and remarks, and selects the approximate start date.
10	Contractor Allocation	Site Execution	Supervisor / Manager	—	On start, multiple contractors are assigned based on the different material tasks (e.g. Stone Cladding, Texture, Painting), with labour count, tentative finish date and remarks per contractor.
11	Daily Supervision Report (DSR)	Site Execution	Supervisor	—	A DSR is submitted per contractor assigned, capturing site, contractor name, number of labour, current status photos, number of days to complete, and remarks.
12	Final Measurement, Add-ons & Credit Note	Final Measurement & Closure	Supervisor / Accounts	Manager	After work completion, final measurement is updated and any add-on work is recorded. If the completed work amount is less than the amount already received, a Credit Note is created for the difference.