Quote the real delivery and installation conditions
Connect product choices with site access, supplier lead times and the installation handover. Make assumptions visible before a quote becomes a promise.
For Commercial furniture dealer, fit-out coordinator or installation manager
Standard quoting software is sufficient for straightforward supply. Custom rules help when dimensions, access, staged delivery and installation scope change the cost or feasibility.
Connect the records you already use
Product catalogues and supplier availability
Site surveys, plans and customer enquiries
Quotes, delivery schedules and installation records
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Can you check permits and building access automatically?
The workflow can collect requirements, check approved sources and route missing permissions. A permit is not granted merely because a checklist is complete.
What if the customer cannot provide lift dimensions?
Keep that assumption explicit and request a survey or a conditional quote. Do not promise access that has not been established.
How do staged deliveries change the quote and installation plan?
Keep each stage linked to its items, site readiness, storage needs and agreed installation window. A delayed floor handover should flag the affected delivery, crew and cost assumptions. Revised charges or dates follow the agreed approval process rather than overwriting an accepted quote.
Can delivery receipts and snag lists feed the billing process?
Link receipt, installation completion and unresolved snags to the relevant quote lines. Agree what evidence makes each milestone billable and how disputed items are held. A signed delivery receipt can confirm receipt without proving that installation, finish quality or every commercial milestone has been accepted.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
