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One system for a lift company.

Octa Elevators supplies, installs and maintains lifts from offices in Bareilly and Haldwani. Octa One brings their sales, installations, maintenance contracts, breakdowns, staff and billing into one place, with a phone app for the technicians on site.

Client
Octa Elevators India Pvt. Ltd., Bareilly
What we did
Custom CRM and ERP, technician app, staff training
Pillar
Automate
Status
Built in phases, on trial with Octa’s team
Octa One
Octa One dashboard showing customers, lifts in service, active employees and expiring certificates
Screens are shown with sample data, not Octa’s customers.

The problem

Every lift had its history in a different place.

A lift company runs on many small jobs: an enquiry to price, a site to survey, a quotation to send, an installation with a dozen stages, then a monthly maintenance visit for years, and a breakdown call that cannot wait.

At Octa these lived in phone calls, WhatsApp chats, Excel sheets and paper registers. Nobody could open one screen and see a lift’s contract, its last visit and what was still owed.

So the lift became the centre of the system. Contracts, visits, tickets, parts and invoices all link back to it.

Inside Octa One

Every lift, its QR sticker and its full history.

Each lift gets a QR sticker. Scanning it opens a public page with the lift’s details, Octa’s helpline and a way to report a problem.

Octa One
A lift record with specifications, registration, warranty and its QR sticker
A lift record: specification, registration, warranty and QR sticker.
Octa One
A customer with three building sites and the lifts at each
A customer’s buildings, with the lifts at each and directions to the site.
Octa One
The lift register listing lifts by type, site, capacity, status and warranty
The lift register, filtered by type, status and branch. Sample data.

What we built

Office, field and customer, in one app.

01

Sales

Leads from calls, WhatsApp and the website, site surveys, a step-by-step quotation builder with discount approval, and quotations as PDFs in Octa’s own layout.

02

Orders and installations

Orders with payment milestones, then installation projects with stages, drawings for approval, snag lists, handover and a warranty contract.

03

Maintenance and breakdowns

AMC contracts with monthly visits and renewal reminders, breakdown tickets with response-time targets, a dispatch board and escalations.

04

Technician app

An installable phone app in Hindi and English that works without signal: check-in with GPS and a selfie, checklists, photos, parts used, the customer’s signature and a service report.

05

Staff and stores

Employees, certificates with expiry alerts, attendance, leave, stores, material requests, purchase orders and goods received.

06

Billing and reports

GST invoices and receipts, dues and ageing, an export file for Tally, and dashboards for service and sales.

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How we ran it

Built in phases, shown to Octa after each one.

We wrote the specification with Octa first, then built one module at a time and demonstrated each before starting the next. Every module ships with automated tests, and each user only sees what their role allows.

Alongside the software we wrote training material so Octa’s office staff and technicians can learn it step by step.

Next project

Octa Elevators quotation redesign →
All work

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