Customer Workflows

The end-to-end processes that Vulcan enables

Customer Journey Overview

Phase 1: Lead → Quotation → Contract
         (Initial engagement through signed agreement)
                    ↓
Phase 2: Plan → Build → Invoice → Handover
         (Project execution from planning through delivery)
                    ↓
Phase 3: Warranty & Maintenance
         (Post-handover support)

Phase 1: Lead → Quotation → Contract

Stage 1: Lead Capture

1. Receive inquiry (web, phone, email, social)
2. Register customer contact
3. Qualify lead
4. Give rough estimate
5. Schedule follow-up meeting

Stage 2: Site Assessment

1. Schedule appointment
2. Navigate to visit
3. Assess site, take measurements
4. Interview client
5. Document floor plan
6. Summarize scope of work

Stage 3: Quotation Preparation

1. Estimate work packages
2. Get subcontractor bids
3. Add materials and markup
4. AI quotation evaluation
5. Set final price

Stage 4: Contract

1. Draft contract
2. Send to customer portal
3. Digital signing
4. Archive signed contract

Phase 2: Plan → Build → Invoice → Handover

Plan

• Import from quotation
• Create budget structure
• Resource planning
• Payment plan setup

Build

• Execute work packages
• Track progress
• Manage deviations

Invoice

• Generate invoices
• Track payments

Handover

• Final documentation
• Customer sign-off

Work Breakdown Structure (WBS)

Agreement (Avtal)              → Level 1
  └── Activity (Aktivitet)     → Level 1.1
       └── Work Package        → Level 1.1.1
            └── Resource       → Level 1.1.1.A

Key Concepts:

• Work package + Resources = Recipe
• Work package that is billed = Item