Project overview
Radiant Power Mobile lets Sales and Support executives complete their day-to-day work from the phone. Everything they do updates the same Radiant Power CRM the office uses — so field and desk stay on one workflow.
How the app fits the business
Office CRM (web) ◀── live sync ──▶ Field Mobile App
Sales / Production / Support Sales executive
Support executive
Sales workflow on mobile
- Open assigned leads and customer history
- Log a site visit / follow-up
- Create or update a quotation; customer accepts on the CRM process
- Mark lead won (only after quotation is accepted) → sales order appears in CRM
- Indent, plant assignment, and production continue on the web CRM
Lead → Visit → Quotation accepted → Mark won
↓
Sales order (CRM)
↓
Indent → Approve → Assign plant → Build
Support workflow on mobile
- See assigned tickets and commissioning work
- Open ticket details (customer, site, genset / engine info)
- Complete the resolve form on site
- Capture required photos and customer signature
- Submit → ticket closed; service report available in CRM
Assigned ticket / commissioning → On-site visit → Fill resolve form → Photos + customer sign-off → Submit & close → Report in CRM
Commissioning close (photos)
- Safety & alternator system
- Control panel
- Genset / current view
- Engine nameplate
What field users gain
- No waiting to return to office to update leads or close tickets
- Photos and signatures captured where the work happens
- Same rules as web CRM (e.g. quotation before mark won)
- Managers see field progress instantly on the portal