From site walk to quote or ticket, inside your own systems
Your prices, stock, customers and job history stay in your business system. SightWalk sends across the checked findings, the report, and the quote lines or tickets, so nobody types them in twice.
Ways to connect
Odoo
Start an assessment from a customer or opportunity in Odoo and follow its progress there. When the report is signed off, the PDF is attached and the quotation is created from the checked lines, ready for your prices.
Another ERP, CRM or helpdesk
Our API and webhooks give your team, or your ERP partner, the assessments, their progress, the report, the quote lines and the tickets. If you'd rather we did the work, we build the connector as a quoted project.
No ERP at all
Send the PDF report and quote from the checked lines. You can connect a system whenever you're ready.
Need a full ERP and CRM as well?
Many of the companies we speak to are running their business on spreadsheets, an old accounting package and a WhatsApp group. If that's you, we can implement a complete Odoo system with SightWalk built in from the start.
A typical Odoo deployment from us covers CRM and sales, quotations and invoicing, stock and purchasing, field service and job scheduling, accounting, and customer and supplier records, set up around the way your business already works. We handle the set-up, data migration, training and hosting in South Africa, and we stay on to support it.
You end up with one connected system and one partner, from the first site visit to the paid invoice.
How findings become quote lines
Each checked finding maps to your own products and labour, for example "Service 9 kg DCP × 4". One finding can produce several quote lines, and several findings can be combined into one. Advisory notes and items referred to other trades stay off the quote. Prices, discounts and stock always come from your ERP, never from SightWalk.
When the work is done in-house
If your own team fixes what the walk finds, there's no quote. Each checked finding becomes a ticket instead: a helpdesk ticket, a maintenance request or a field-service job in Odoo, or a ticket in another system through our API. You decide how they're split, one per finding or one per area or trade, and which team each kind of finding goes to.
Every ticket carries the finding, its severity, the still from the video and a link back to the moment it was filmed, so the technician sees exactly what the walker saw. As tickets are closed, the assessment shows which findings are resolved and which are still open.
What we send to your systems
Only what you choose. Each connection has its own key, limited to your company, and everything we send out is logged. The video stays in SightWalk; your ERP receives the report and the quote lines or tickets.
Tell us what you run today
Whether it's Odoo, another ERP or nothing yet, we'll show you how SightWalk fits.