Example configuration
Quote, order, deliver and service across accounts and sites
Manufacturers and distributors need quotes to turn into orders and orders into serviced equipment. This example configuration shows how Mako can connect accounts, quotations, orders, installation and field service.
Request
Quoted
Order placed
Delivered
Where the work gets stuck
Common friction in manufacturing and distribution
Quote requests handled by e-mail.
Order status hard to see across accounts and sites.
Field service disconnected from the sales record.
What you can run on Mako
Use cases for this example configuration
Accounts and sites
Customers with several sites, each with its own record, notes and work.
Requests for quotation to quote tickets
A request becomes a quote ticket, a proposal goes out and the quote is accepted on the account.
Orders and fulfilment queues
Orders are captured, processed and kept as history per account.
Installation and field service
Installation scheduling, technicians and work orders for delivered equipment.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Request for quotation to order
From a request to a placed order.
- A request for quotation is logged on the account.Work orders, technicians and requests for quotation
- A quote ticket is issued and a proposal PDF is generated.Quotes and invoices
- The quote is accepted and the agreement signed.E-signature requests
- The equipment order is placed and processed.Equipment orders
Delivered equipment to service visit
Service tied back to the original order.
- Installation questions are answered and the work is scheduled.Installations and scheduled work
- A technician is assigned a work order.Work orders, technicians and requests for quotation
- An invoice is issued on the account.Quotes and invoices
- A manager can ask the assistant to look up work orders.AI assistant
Featured modules
The capabilities that matter most for this configuration
Multi-location and partner structures
Parents, children and partners, not a flat list.
DetailsQuotes and invoices
Service quotes and invoices tied to the account.
DetailsEquipment orders
From order form to processing queue to history.
DetailsInstallations and scheduled work
Know what is booked, pending and done.
DetailsWork orders, technicians and requests for quotation
Field work assigned, accepted and tracked.
DetailsAI assistant
Ask about your own pipeline, in plain language.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Manufacturing & Distribution. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Discuss a configuration for quotes, orders and service
Tell us how an order moves through your business and we will show how Mako could carry it.