Effective Management of Variants on Site
When managing a renovation project, it is essential to keep track of the variants and changes sent by clients. Often, this information arrives through different channels such as email, WhatsApp, or voice notes, making it difficult to organize. EntryFilter offers an effective solution to centralize these communications and ensure that nothing is lost.
Using the Client Dossier
The main feature to leverage in this situation is the Client Dossier. This tool allows for a complete overview of interactions with each client, grouping all practices and communications in one place. When a client sends changes via WhatsApp or email, you can quickly access their dossier to view the history of practices and requested variants.
- Viewing changes sent by clients in a centralized format.
- Immediate access to all related practices, with the ability to update the status of requests.
- Ease of communication: you can contact the client directly from the dossier for clarifications.
Example of a Practical Case:
Imagine being an architect receiving changes to floor plans from a client. The client sends the floor plans via email, but the changes to electrical outlets arrive as hand-marked photos on WhatsApp. With EntryFilter, you can open the Client Dossier, view all practices and communications on a single screen, and manage requests without losing crucial information.