PERSO INSTALLATION
Installation, Service & Field Operations Management
Manage installation, crews, progress and acceptance on the customer site, end to end.
PERSO INSTALLATION manages shipment, installation, crews and subcontractors, equipment and custody, daily reports and progress, quality and NCR, acceptance and hand-over on the customer site for manufacturers and suppliers. Field crews report from the mobile app.
What is PERSO INSTALLATION?
PERSO INSTALLATION is the installation tracking product that manages installation, service and field operations of manufacturers and suppliers on the customer site, on PERSO One Platform. It brings bids, project and site readiness, shipments, crews and subcontractors, equipment and custody, daily reports and progress, quality and NCR, acceptance and hand-over into one flow; field crews report from a mobile app that also works offline.
Capabilities
PERSO INSTALLATION
Project & Commercial
- Projects and sites
- Bid requests
- Agreements, settlements and payments
- Planning and site readiness
Crew & Resources
- Crews and subcontractor workers
- Certificates and compliance
- Equipment
- Custody
- Shipments and site stock
Field & Quality
- Daily reports and attendance
- Progress
- Quality and NCR
- Punch list
- Acceptance and hand-over
- After-sales hand-off
Who is it for?
- Rack, machinery and system manufacturers
- Installation and field service companies
- Project and site managers
- Installation crews and subcontractors
Typical workflows
- 1Bid → project → site readiness → shipment
- 2Daily report → approval → progress and settlement
- 3NCR → correction → acceptance
- 4Acceptance → hand-over → after-sales record
Web / Mobile
Site summary, progress, attendance, quality, NCR, punch, equipment, custody and acceptance screens live in the crew’s mobile app, with offline support.
Platform connection
Customer and subcontractor records are the platform’s shared business-party data; personnel, notifications and permissions are shared.
Security and access model
Field crews are limited to their own site; commercial (settlement, payment) screens need separate permissions; acceptance approval is role-based.
PERSO One Platform
PERSO products used together
“Used together” means a shared platform, shared users and shared master data; automatic data transfer exists only where it is explicitly stated.
PERSO AMS
Enterprise Asset & Maintenance Management
Asset inventory, maintenance plans and work orders, service requests, installed products and warranty in one product across three areas.
Explore the productInstalled products that are handed over can be tracked for service and warranty in AMS.
PERSO FINANCE
Finance & Bookkeeping Management
Accounts, receivables and payables, invoices and e-documents, collections and payments, cash and bank, cheques/notes, advances and expenses, approvals.
Explore the productSubcontractor payments are followed by the finance team on the same platform; no automatic accounting posting is claimed.
PERSO INSTALLATION