Survey. Configure. Validate. Price. Quote. Install.
OVERXXI connects the complete gate project journey so information captured at one stage remains available and accountable throughout the next.
Start with the customer and site
Create the client, project and physical location once, then keep surveys, configurations, quotations and assigned work attached to that context.
Move through technical control
Turn structured survey data into a gate configuration, select catalogue components and apply deterministic compatibility rules before pricing.
Deliver commercial and field output
Generate a customer-ready quotation and pass the approved job context to authorised field teams for installation reporting and evidence.
A gate project should have one operational thread
Customer details, the installation address, survey evidence, selected gate system, technical decisions and commercial output all describe the same job. Keeping those records connected prevents staff from quoting against an old measurement or arriving on site with a superseded configuration. OVERXXI gives each stage a clear place while preserving the relationship between them.
The workflow is deliberately sequential without being rigid. Office users can prepare customer and project records before a visit, field users can return measurements and photographs, and authorised technical staff can review the resulting configuration. Each handover uses the same project context instead of a new spreadsheet, message thread or isolated folder.
From enquiry to an installation-ready record
A typical job begins with a client, project and physical site. The survey then records opening dimensions, ground conditions, posts, available space, power and access constraints. A gate configuration uses that evidence to define the operating type, dimensions, design and catalogue components before technical rules and pricing are applied.
The quotation is therefore an output of the project record rather than a disconnected document. When a customer requests a revision, the team can return to the configuration, make the authorised change and create a new commercial snapshot without losing the reasoning or evidence behind the earlier version.
Clear responsibilities for office and field teams
Administrators manage customers, employees, catalogue data, pricing and commercial documents. Field users see assigned work and capture relevant site information. Role-aware access reduces unnecessary exposure while still allowing the survey, configuration and quotation to move through the business.
This division is useful for both small installers and growing organisations. A single operator can follow the same disciplined process, while a larger team can assign responsibility without fragmenting information across departments.
A practical adoption path
Start with one representative project rather than importing every historical record. Configure the products and prices needed for that job, run the survey-to-quotation workflow and agree how your team will name sites, record measurements and approve changes. Once that pattern is reliable, expand the catalogue and onboard more users.
The Live Demo is suitable for exploring the workflow with fictional information. The trial is intended for an organisation that is ready to create its own controlled workspace and evaluate the process with authorised business data.