Workflow Management
Track every quote from draft to job completion. Manage ERFs, transfers, procurement, and equipment readiness with full visibility into your fleet operations pipeline.
Why Workflow?
Stop tracking quotes in spreadsheets. Centralize every lifecycle stage with real-time visibility.
Full Quote Lifecycle
Track quotes through 10 distinct stages from Draft to Completed/Closed.
Fleet Coordination
Manage ERFs, transfers, and AFIs to ensure right equipment at right branch.
Commit Tracking
Separate soft (pipeline) and hard (won) commits for accurate forecasting.
Equipment Readiness
Track what's rent-ready vs. needs work before deployment.
The Quote Lifecycle
Every quote moves through 10 workflow stages with full traceability.
Understanding Commit Flow
SafQuote distinguishes between soft and hard commits for accurate revenue forecasting.
Soft Commit
Soft commits represent potential revenue from quotes still in the sales pipeline. The value is weighted by probability based on the workflow stage.
Quote Value × Stage Probability %
- Used for pipeline forecasting
- Weighted by stage (Draft 10%, Approved 60%, etc.)
- Helps predict future revenue
- Feeds sales leadership dashboards
Hard Commit
Hard commits represent confirmed revenue from won deals. Once a quote moves to Active Job or beyond, it becomes a hard commit at 100%.
Quote Value × 100% (Won)
- Used for actual revenue reporting
- Triggers when quote reaches Active Job
- Counted at full value
- Basis for branch performance
Workflow Modules
Six integrated modules for complete fleet and quote management.
Workflow Dashboard
Operations Managers, Branch Managers
"Bird's eye view of all quotes, ERFs, transfers, and AFIs by stage"
- How many quotes are in each workflow stage?
- What ERFs need my attention today?
- Which equipment needs work before deployment?
- Single view of all pending work
- Quick links to ERFs, transfers, AFIs
- Filter by branch for focused management
Kanban View
All Operations Staff
"Drag-and-drop quote management across workflow stages"
- What's stuck in staging too long?
- Which quotes are ready for delivery?
- How do I move a quote to the next stage?
- Visual workflow management
- Instant stage transitions
- Spot bottlenecks at a glance
Engineering Requests (ERF)
Engineering, Operations
"Request equipment modifications, repairs, or special configurations"
- What engineering work is pending?
- Who's assigned to this ERF?
- When will this equipment be ready?
- Track all engineering requests
- Clear assignment and accountability
- Link ERFs directly to quotes
Inter-Branch Transfers
Logistics, Branch Managers
"Move equipment between branches to fulfill quote requirements"
- What transfers are in progress?
- When will equipment arrive at my branch?
- Which branch has the equipment I need?
- Centralized transfer tracking
- Reduce equipment shortages
- Optimize fleet utilization
AFI / Procurement
Procurement, Finance
"Request new equipment purchases when inventory can't fulfill demand"
- What equipment do we need to buy?
- What's the approval status of my AFI?
- When will new equipment arrive?
- Streamlined procurement requests
- Approval tracking built-in
- Link purchases to specific deals
Equipment Readiness
Yard Operations, Branch Managers
"Track what's rent-ready versus what needs work before deployment"
- How much equipment is rent-ready?
- What items need maintenance?
- Can we fulfill this quote with current inventory?
- Know exactly what's available
- Prioritize maintenance work
- Avoid promising unavailable equipment