Typical workflow with Klaes
- Prepare jobs, positions or relevant master data in the ERP.
- Transfer the order into the surveying environment or add it there.
- On site capture dimensions, photos, special conditions and notes in a structured way.
- Check the dataset and play it back unambiguously to the position.
- Continue preparation, quote or ordering with reliable data.
Why the process matters
Once survey values, images and project information flow together cleanly, duplicate maintenance drops. The key benefit is not only export but clear assignment of every piece of information to the correct position.
Especially with tenders, quote variants and several people involved, a structured Klaes process reduces queries and manual follow-up.
What businesses should watch
- • Consistent naming of jobs and positions
- • Clear responsibility between office and surveying team
- • Complete documentation before return into the ERP process
- • Do not scatter media and notes across parallel channels