Pricing · estimates · field work
Clever Minds connects product search, customer-specific pricing, estimates and optional field operations in one role-aware workspace.
Built around documented workflows—not generic CRM promises.
Illustrative interface · sanitized example data
One connected workflow
The platform
Each stage uses the information created before it, while clear access boundaries keep management, estimating, dispatch and field work distinct.
Catalogue
Search by identifiers or product text, narrow by supplier, brand, location and price, then keep repeatable setups as named views or favorite lists.
SKU · internal number · EAN · brand · supplier
Customer pricing
Customer rules can resolve at product, product-group, brand, supplier or global level before the line enters an estimate.
Specific rules take precedence · dated rules supported
Estimates
The Estimate Builder calculates value, cost, surplus, coverage, VAT and totals. Saved estimates preserve customer, product and pricing snapshots for consistent history.
Live totals · numbered saves · print-ready output
Optional field work
When enabled, dispatch can schedule and assign work while field users record time, materials, notes, photos and job progress from the mobile workspace.
Role-scoped · board and list views · mobile PWA
The connected workflow
Product identity, customer terms and document history travel forward without turning old estimates into moving targets.
Understand the boundariesFind
Price
Estimate
Deliver
Optional field operations
Enable Work Orders when the workflow needs to continue beyond an accepted estimate. Dispatch gets schedule and assignment controls; assigned workers get a focused mobile workspace.
Fit access hardware
Illustrative interfaces · sanitized example data
Designed with boundaries
Customer rules resolve through one pricing service before estimate calculations and snapshots.
Saved estimates retain product, customer and monetary snapshots even as current records evolve.
Search, customer management, estimating, dispatch and financial review follow distinct permissions.
Product questions
No. Work Orders is a default-off module. Product search, customer pricing and estimates remain available independently.
No. Saved estimates use historical customer, product and monetary snapshots for display and print. Loading one as a new draft intentionally uses current product pricing without changing the original.
Dispatch, entry approval and financial visibility are separate capabilities. Assigned workers see only their assigned work and the field data permitted for that job.
No. It is an installable web app, but field actions currently require a network connection and authenticated session.
Search with context. Price with confidence. Deliver with continuity.