T-NEX
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Completed client project

Manage enquiries and inspection jobs without scattered paperwork.

For an electrical inspection provider, T-NEX connected enquiries, quotes, orders and inspection documents in one central application. The team works from a shared project file and sees outstanding tasks and approvals. This reference is presented without naming the customer.

Discuss a back-office workflowExplore the application
Project workflow · schematic
  1. 01Documents and tasks in one place
  2. 02Review enquiries and prepare quotations
  3. 03Turn the quotation into an actionable order

Aligned with your processes

Back office for inspection services

One project record, from quotation to clarification.

Review quotations, set up orders and resolve questions about inspection reports: the project record connects the team’s working steps.

Prepare a quotation

Prepare a quotation

Bill-of-quantities items appear alongside their comparison basis. A suggestion is accepted into the draft only after review.

The rationale stays with the quotation item.

Bill of quantities · quotation draft

ItemQuantityRationaleStatus
Item A12 unitsPrice sheet · comparison itemFor review
Item B8 unitsLimited comparison dataNot accepted

Review order setup

The checklist shows prepared information, open checks and required approvals. Staff can see what needs to be done before the next step.

Review and approval have clear owners.

Order confirmation checklist

  1. 1
    Assign incoming document

    Prepare information automatically

    Prepared
  2. 2
    Check master data

    Manual review in the target system

    Open
  3. 3
    Second-person review

    Approval by the responsible role

    Waiting

Resolve a discrepancy

Expected, observed and reported figures are compared. A discrepancy leads to its source passage and remains a query attached to the case.

Billing remains pending until clarification.

Report comparison · group A

Source passage
Report · row 8
Next step
Clarification
ExpectedObservedReported
121211

Resolve open discrepancies before billing.

In daily work

Documents and tasks in one place

The application covers seven stages: enquiry, scope review, quotation, order, project kick-off, report review and completion. The scope of work specifies the inspection services requested by the client.

Each stage has its own tasks, documents and approvals. Open questions stay linked to the order, so staff can see progress without searching through emails and separate files.

From the project

Review enquiries and prepare quotations

The application brings together tender documents, the requested scope and the company profile. Staff can assess whether an enquiry fits the business and estimate the work involved.

Suggestions from existing price records support quotation preparation. The responsible person reviews each item and adds it to the quotation. The supporting documents remain accessible.

From the project

Turn the quotation into an actionable order

Once the order is received, a checklist guides setup. It shows which data is transferred, which information is missing and who approves the next step.

The application works alongside existing systems. Manual tasks and prepared information share the same workflow, supporting a complete handover.

From the project

Identify and resolve changes early

At project kick-off, the discussed work is compared with the order. Differences recorded in meeting notes can be linked directly to the project.

The responsible person decides whether to ask a question or agree additional work. The order and meeting notes are available for comparison.

From the project

Complete inspection report reviews

Administrative staff check that the required information and documents are present. Technical specialists investigate unusual measurements and questions about the content.

Open items stay in a shared task list until resolved. The responsible specialists assess and approve the inspection.

From the project

Compare photographs with reported work

Photographs supplement the order documents. Staff can compare visible components with reported items within the project record. Possible differences are referred for review.

From the project

Go directly to the relevant source

Original documents remain in the existing document management system. The project record links to the documents and information needed for each task.

Findings and questions remain connected to their sources, making review easier when several people work on the same order.

From the project

A similar workflow for your business

Other service providers also need to keep documents, questions and approvals together. We apply experience from this project to your workflows and agree which data sources and existing applications to connect.

FAQ

Questions about the solution

What did T-NEX build?

A central back-office application for an electrical inspection provider. It connects enquiries, quotations, orders, documents and inspection report reviews in a shared project record.

What does AI help with?

It assists with reviewing documents, preparing information and identifying possible differences. Staff check suggestions and make decisions about quotations, changes and approvals.

Do existing applications need to be replaced?

The application complements existing systems. For a similar project, we agree the connections with your data sources, interfaces and access permissions.

Can the workflow be applied to other businesses?

Yes. Connecting documents, tasks and approvals is useful for other service providers too. The business rules and working steps are adapted to each organisation.

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Which task would you like to solve next?

Bring a concrete task. Together, we will define what the application needs to do.

Discuss a back-office workflow