Service selling needed a faster in-person package builder
The sales flow required staff to explain service bundles, package differences, recurring payment choices, complementary items, and final customer summaries while staying aligned with central catalog and location operations.
- Frontline teams needed a tablet workflow that could assemble packages during a live sales conversation
- Customers needed clear due-today, weekly, bi-weekly, monthly, and pay-in-full pricing before committing
- Operators needed admin control over products, package pricing, order records, location setup, and staff access
- The backend needed role-aware APIs so location users and super admins could work from the same product foundation
