Everything You Need to Run
Your Automation Business

Design a complete automation system from scratch — room layout, device selection, bus topology, enclosure panel, and pricing — then export a professional client quotation in minutes.

• Step-by-step 11-stage project wizard with save & resume
• Room design: assign automation functions to each room (lighting, shading, HVAC…)
• Auto-generates full bus topology — areas, lines & device distribution
• Enclosure panel designer with DIN rail, breakers & accessories
• Material cost calculator with supplier discounts & AI pricing strategies
• Professional PDF quotation with logo, custom T&C & payment schedule
• Technical report: topology table, device schedule & manpower summary

Keep all your client relationships, leads, and deals in one place. Track every opportunity through your sales pipeline so you never lose a follow-up or miss a closing window.

• Contact & company database with full interaction history
• Kanban deal pipeline: New → Qualified → Proposal → Won / Lost
• Link projects directly to Business Performance contacts for full visibility
• Activity log — log calls, meetings, site visits, and emails
• Client profile: total revenue, projects, and deals in one view
• Quick-action buttons: call, email, WhatsApp from contact card

Build and maintain your own private catalog of automation devices. Assign functions, track stock levels, and import products in bulk — or let the smart scraper pull them straight from manufacturer websites.

• Add devices with part number, price, module size & bus power draw
• Assign multiple automation functions per device (switch, dim, shutter, sensor…)
• Real-time stock tracking with color-coded inventory badges
• Bulk import via Excel template with KNX function reference sheet
• Product Collection: smart web scraper pulls devices from any manufacturer site
• Devices auto-populate in the Quotation module device selector

Once a quotation is approved and signed, move the project here to track its full commercial lifecycle — monitor payment collection, outstanding amounts, Won/Lost outcomes, and overall profitability.

• KPI dashboard: total revenue, collected, invoiced & pending at a glance
• Mark projects as Won or Lost — Lost projects are excluded from profit
• Track each payment milestone (percentage paid, due date, status)
• Won vs. Lost project count with visual revenue split
• Direct link from each project to generate a Sales Order
• Overview of all active projects and their commercial health

Generate a professional Sales Order the moment a client confirms. Auto-numbered, linked to the project, and ready to send — complete with payment schedule, project scope, and company branding.

• Auto-generated sequential order numbers: SO-YYYY-NNNN
• Bill-to details pulled from Business Performance / project client information
• Payment schedule table that mirrors your quotation milestones
• Status workflow: Draft → Sent → Approved → Completed
• Editable scope of work, notes & delivery terms section
• Export to PDF with your logo and company details

Create, send, and track invoices per project or per milestone. Multiple themes, configurable tax rates, auto-numbering, and PDF export — so your billing always looks polished and professional.

• Auto-numbered sequential invoices: INV-YYYY-NNNN, no duplicates ever
• Create from any project milestone or a custom line-item amount
• Three layout themes: Standard, Minimal, and Detailed
• Configurable tax rate with automatic subtotal & total calculation
• Upload your company logo and set default payment terms
• Export to PDF — ready to attach and email to your client instantly

Let the AI engine automatically match the best devices from your product catalog to each room's functions — optimizing for cost, module count, and channel utilization.

• Auto-selects optimal devices from your product catalog per room function
• Minimizes total cost while maximizing channel utilization
• Considers module size for DIN-rail space optimization
• One-click apply with manual override capability

Set a client's budget and let the AI suggest multiple optimization strategies — adjusting profit margins, manpower rates, device alternatives, and discount levels to hit the target.

• Enter target budget and receive multiple strategy options
• Adjusts profit margins, manpower costs, and supplier discounts
• Compare strategies side-by-side with impact percentages
• Apply individual or combined strategies with one click

Visually design electrical enclosure layouts with drag-and-drop DIN-rail placement. Auto-sizes enclosures, calculates rail capacity, and includes breakers and accessories in pricing.

• Drag-and-drop devices onto DIN rails inside enclosures
• Multiple enclosure sizes with automatic rail calculation
• Add circuit breakers, RCDs, and surge protectors
• Accessories included in material cost with toggle option

Generate polished A4 quotation PDFs with detailed or lump-sum pricing, payment milestones, custom terms and conditions — ready to send to your client.

• Lump sum or detailed line-item pricing views
• Payment milestone schedule with percentage breakdown
• Custom terms and conditions text editor
• A4 format with professional layout and branding

Upload your company logo and have it appear on every quotation, sales order, and invoice you generate — making every document feel like it came from your own system.

• Upload logo (PNG/JPG) up to 200KB
• Appears on PDF quotations, sales orders, and invoices
• Professional two-column layout with company branding
• Stored securely in your user profile

Export a comprehensive technical report covering topology structure, device schedules, power supply calculations, group addresses, cable guidelines, and manpower summaries — ready for project handover.

• Bus topology table with power load per line and segment
• Complete device schedule with addresses and part numbers
• Power supply calculation verification per segment
• Group address matrix with datapoint types
• Manpower summary and installation notes

Paste any manufacturer website URL and the smart crawler will discover, extract, and import devices into your product catalog automatically — with part numbers, prices, and specifications.

• Works from any URL — even the homepage
• BFS crawler with sitemap, navigation, and link discovery
• Multi-strategy extraction: JSON-LD, Open Graph, microdata, DOM
• Download as Excel template or import directly to Products

Upload your company logo and configure your business details to appear on all invoices, sales orders, and reports — giving your documents a professional, branded look.

• Upload company logo (displayed on invoices & sales orders)
• Set company name, address, phone, email, and website
• VAT / Tax registration number on documents
• Replaces default VOLTXX branding with your own identity