Your first project, end to end

Follow a single enquiry all the way through Panzo, from the first phone call to a closed, signed-off project. This walkthrough shows how the pipeline stays connected, so nothing is re-typed and nothing falls through the gaps.

One connected pipeline

Panzo runs on a single spine: lead → deal → quote → project → handover, with aftercare waiting on the far side. Because these are linked objects and not separate spreadsheets, a customer, their commercials and their site work all trace back to the same record. Keeping three distinct objects, the lead, the deal and the project, preserves the negotiation history instead of collapsing an enquiry straight into a job.

• The lead holds the enquiry and the early follow-ups.
• The deal holds the requirement, the commercials and the approvals.
• The quote prices the work, room by room, and gets signed off.
• The project delivers it on site, then closes at handover.

Walk one enquiry through

1. Capture the enquiry as a lead

   Log the enquiry with the fields an Indian sales team actually uses: city, project location, work-start timeline, language and secondary phone. From the lead header you can call, WhatsApp or email in one tap, and set a follow-up date that turns amber when due and red when overdue.

2. Convert the lead to a deal

   When the enquiry is real, one click converts it to a deal and hands presales over to sales. The deal carries the requirement, the area in sqft, the probability and the value, and moves through your own stages. Discounts above your set limit route for approval before a quote can go out.

3. Build a BOQ and generate a quote

   Price the work as a room-wise, work-type BOQ using your price books, then generate a customer-facing quotation from it. Quotes support revisions you can compare, and the customer view renders from a sanitized version that refuses to show any cost, margin or vendor data. Attach the quote to the deal and mark one as the baseline.

4. Win the deal and start the project

   When the deal is Won, the contracted value flows into payment milestones so collections start from a real figure, and the work becomes a project. In the project you plan phases and tasks on a live timeline with dependencies, a Today marker, and progress fills, all scheduled against your company holiday calendar.

5. Run the site day to day

   Site staff log daily work from their phones: progress, hours, photos and a site update covering manpower by trade, materials and blockers. Each update fans out to task progress, the project health bar and a timesheet in one action, and the Daily Progress Report consolidates it into a print-ready document. A snag list tracks open and critical defects.

6. Close out at handover

   Handover moves the project through real gates: ticking that the client has signed off requires an actual sign-off document, and critical snags surface first. When it is done, Panzo produces a branded completion certificate with a per-item warranty table, and the closed project is locked with a full audit trail.

What stays connected

The point of the pipeline is that data entered once follows the work forward. This is what moves along the spine as the enquiry progresses.