Sales, Quotes and Projects
Opportunity Management
Tracking service sales prospects through to a quote. FSM 6 ships a light opportunity record on the Sales menu, sufficient for service led selling but not a substitute for a CRM pipeline.
Quote Creation from Template
Putting a price in front of a customer before the work is done. FSM 6 builds quotes from quote templates that carry lines, part usage and non part usage, and prices them through the same machinery as live work.
Quote Approval and Conversion to Work
Turning an accepted quote into work, a contract, or both. This is the handover point between selling and delivering, and FSM 6 carries the priced detail across so nothing is re-entered.
Project Definition, Execution and Cost Capture
Grouping work that belongs to one undertaking so it can be planned, tracked and billed together. FSM 6 projects carry their own events, escalations, time commitments and access groups, and sit above requests and tasks.
Everything you can see here is real and current, the names, the structure and the counts come straight out of the ModelIFS library and change as it grows. What sits behind the license is the worked-out content itself: the execution steps, the data each one needs, the configuration decisions, the KPIs, the integration points, the workshop questions and the diagrams. That is the part you would otherwise spend a program building from nothing.
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