1. Lead Generation, Site Surveys & 3D Design (CRM)

This guide details how Edge Home Solutions captures customer leads, conducts on-site laser surveys, prepares 3D architectural CAD renders, and qualifies prospective interior joinery projects.

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1. Natural System Flow Position

flowchart LR
    A["📌 1. Lead Intake & 3D Survey"] --> B["2. Quotation & Contract"]
    B --> C["3. 50% Deposit Invoicing & Receipt"]
    C --> D["4. Project Execution & Workshop"]
    D --> E["5. Progress/Final Invoicing & Closeout"]
    style A fill:#2563eb,stroke:#1d4ed8,color:#ffffff

🖥️ Live ERP Desk Screens for Step 1

• ➕ Create New Lead Screen — Open form to log a new inquiry.
• 📋 All Leads & Prospects List — View all active pipeline inquiries & statuses.
• 📇 Customer Directory — View registered client accounts.
• 📅 CRM Activity Calendar — Schedule site laser survey appointments.

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2. Lead Intake & Qualification

Every potential client engagement begins with a recorded Lead in ERPNext to ensure no prospect is lost and follow-ups are tracked.

Step-by-Step: Creating a Lead

1. Go to CRM → Lead → + Add Lead (or click + Add New Lead / Lead List).
2. Complete key client profiling fields:
   • Lead Name / Contact Person: Full client name (e.g., Arch. David Mwangi or Mrs. Evelyn Wanjiku).
   • Organization Name: Firm/Developer name if commercial or B2B (e.g., Prime Heights Developments).
   • Mobile / WhatsApp: Client primary phone number for quotes and survey notifications.
   • Email Address: Client email for official 3D design decks and quotes.
   • Market Segment:
     • Residential Homeowner — Private villa or apartment fitment.
     • Interior Designer / Architect — Professional trade partner.
     • Property Developer / Contractor — Multi-unit commercial or residential fit-out.
     • Commercial Corporate Client — Office reception, boardroom, or pantry cabinetry.
   • Source: Select Showroom / Walk-in, Architect Referral, Social Media (Instagram/TikTok), Website, or Repeat Client.
   • Site Address & City: Physical site address (e.g., Riverside Drive, Penthouse 4B, Nairobi).
3. Click Save.

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3. Scheduling & Conducting the On-Site Laser Survey

Accurate measurements are the foundation of precision cabinetry and modular joinery.

Survey Workflow

1. Assign Surveyor: Assign a Sales/3D Consultant or Site Engineer to the Lead.
2. On-Site Laser Measurement:
   • Measure room wall lengths, ceiling height, beam drop-downs, and floor level variances using a digital laser meter.
   • Locate plumbing inlet/drain points, electrical sockets, switch positions, and gas lines.
   • Note window sills, door swing clearance, and wall construction (masonry vs. drywall).
3. Upload Survey Sheet:
   • In the Lead document, open the Attachments sidebar.
   • Upload the scanned laser measurement sketch, site photos, and architectural floor plan.

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4. 3D Architectural CAD Rendering & Material Palette

Before generating a quotation, Edge Home Solutions creates a photorealistic 3D proposal to align with the client's aesthetic vision.

1. 3D Modeling & Rendering:
   • Create the custom 3D model (Kitchen, Walk-in Closet, TV Wall, or Vanity Unit).
   • Apply realistic finishes: High-gloss acrylic, matte melamine, fluted panels, LED profile lighting, and quartz/granite worktops.
2. Attach Design Deck:
   • Upload 3D renders and moodboards to the Lead record.
3. Design Approval:
   • Client reviews 3D perspectives and confirms cabinet layout, handle choices (e.g., Gola profile vs. knurled handles), and finishes.

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5. Next Step in System Flow

Once the 3D design and site scope are finalized, proceed to Step 2: Quotations, Item Estimation & Contract Signing: ➡️ Proceed to 2. Quotations & Contract Agreements