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Valsusa BIOS

The digital operating system of a windows and doors company

Valsusa BIOS (Business Operating System) replaces scattered spreadsheets, documents and emails with a single digital workflow, from the customer to the inspection report.

Type
Custom software, business management
Client
Valsusa Serramenti
Role
Design and development
Status
In use every day
Where
Office and job site
  1. Client
  2. Calendar
  3. Survey
  4. Quote
  5. PDF
  6. Supplier
  7. Inspection

The data shown is for demonstration only.

Type
Custom software, business management
Client
Valsusa Serramenti
Role
Design and development
Status
In use every day
Where
Office and job site

The problem

Five stages, four tools, none connected.

The work of a windows and doors company goes through several stages (first contact, site visit, quote, installation, final inspection) that used to live in disconnected tools: Excel sheets, Word documents, paper planners, scattered emails. Every jump from one tool to another was a point where data could get lost or be copied differently.

The work

  1. First contact
  2. Site visit
  3. Quote
  4. Installation
  5. Inspection

Before BIOS

  • Excel spreadsheets
  • Word documents
  • Paper planners
  • Scattered emails

The system

Business software built around the work of this company.

The full loop: dashboard, calendar, site survey, quote, import, inspection.The video also shows email management, in a demo version. The data shown is for demonstration only.

The flow

Every stage is built on the data of the one before.

The flow

Client

Contact details and site address, entered only once.

Calendar

Site visits, installations, service calls: events by type, technicians and crews.

A multi-user calendar: day, week, month, schedule and team views; events color-coded by type; multiple calendars, assignable technicians, recurring events.

The week view of the calendar: events color-coded by type, calendars and technicians on the left

Survey

Measurements for every window and door category, with photos and attachments.

Digital site surveys for every category (windows, shutters, roller shutters, insect screens, security doors, interior doors, roller shutter boxes, soffit panels), with photos and attachments per item.

A final site survey: customer, job site notes, room-by-room summary and a table of windows and doors with measurements and finishes
The site survey on a phone: customer, final status, summary and measurements

Quote

Generated from the survey data, with the cost summary.

Quotes generated from the survey data, with a cost summary and PDF export in the company’s style.

The PDF of a roller shutter quote, generated in the company’s visual style

PDF

One engine, the company’s style on every document.

The survey measurements feed the quote; the final survey feeds the inspection report. One engine generates every PDF: one style and one fix apply to every document.

Supplier

A supplier’s PDF becomes an editable Valsusa document.

Supplier PDF import: a quote received from a supplier is read and turned into an editable Valsusa document, with a live preview.

An imported supplier quote: the preview of the Valsusa document next to the extracted line items, all editable

Inspection

The report is generated from the final survey, ready to check.

Inspection reports pre-filled from the final survey, ready to be checked and edited before the final PDF.

The PDF of a final inspection report, with customer, destination and line items taken from the survey
The inspection report on a phone, already filled in with the survey data

The software

On the job site too.

Editors, calendar and documents work from a smartphone in the field, not just from the office.

The dashboard on a phone: site surveys, quotes and the day’s appointments
On the phone: the work loop and the day’s dashboard.

How it’s built

Frontend in HTML, CSS and JavaScript, with no heavy frameworks. Backend on Netlify Functions, data on Netlify Blobs, token-based authentication and a multi-tenant data model. A single engine generates every PDF (quotes and reports), so one style and one fix apply to every document. An end-to-end test suite, with real PDFs and flows in a real browser, runs on every change before release.

The stack
HTML/CSS, JavaScript, Netlify Functions, Netlify Blobs, PDF engine, End-to-end testing
My role
Product thinking, UX/UI, Frontend, Backend, Document generation, Testing and release

The result

From client to inspection, in a single system.

  • In daily operational use at Valsusa Serramenti for site surveys, quotes, scheduling and inspection documentation.
  • Technical data is entered once and carried from one stage to the next, always editable by hand.
  • Whatever is missing stays blank and can be filled in: the system doesn’t invent data.

The same ecosystem

The public Valsusa Serramenti website brings in requests and opens access to the staff area; BIOS is the internal system that follows them through to final inspection. Two separate projects, the same ecosystem. Valsusa Serramenti

What I built here: Custom software, CRM and business software

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