01Survey
The details stay with the room.
Capture requirements, measurements, observations and photos. Each room keeps its own survey and product choices.
Built around the installer’s working day
From first enquiry
to final installation.
Your customers, surveys, product choices and quotes. One connected workspace for the fire and stove trade.
Already a client? Your existing Copper Lane app keeps working while The Stove Group update is prepared.
WORKFLOW PREVIEWIllustrative content
THE STOVE GROUP
Home survey
Customer & room
1 / 4ROOM
Living room
WHAT DOES THE CUSTOMER HAVE IN MIND?
A stove for the living room.
Keep the fireplace as a focal point.
Keep the fireplace as a focal point.
One survey for each room. Details stay together.
ROOM SHORTLIST
Stove option AShortlisted for the living room
Stove option BAn alternative to consider
FINISHES
Keep the alternatives together before a final choice.
QUOTE BUILDER
Installation materialsFrom the parts basket
Installation labourAdded to the quotation
Customer presentationItemised or grouped lines
Review the specification and totals before issuing the quote.
THE CUSTOMER’S VIEW
Your stove quote
Prepared by your installer
Product choices
Your quotation
Review your quoteA personal link, with the customer’s options and quote.
From the visit to the next step
The whole job.
One connected workflow.
The survey, shortlist and quote belong with the customer. Bring them together in the same workspace.
02Products
Show the options. Keep the shortlist.
Bring product choices and configuration details together while you talk through the job with the customer.
03Parts
A practical basket for the work.
Build and edit a parts list, work with prices and save recurring baskets as templates for future jobs.
04Quotes
A clearer proposal for the customer.
Prepare quotations with materials and labour, review the customer presentation and manage their delivery.
05Customer portal
Give the customer room to decide.
Present the shortlisted options and quotation through the customer’s personal portal link.
06Workspace
Keep the team in the picture.
Use connected customer records and conversations to see where enquiries and projects stand.
A more considered customer experience
Their choices.
Their own pace.
Your business.
Give the customer a personal portal link to review the products and quotation you have prepared. Keep the discussion connected to the customer’s records.
Account access and available features are configured for each business. Setup, integrations and the release plan are discussed before rollout.
Talk through your setup ↗See where it fits in your business