Example configuration
From a connectivity inquiry to a scheduled install and a billed service call
Selling and installing connectivity touches sales, operations and field crews. This example configuration shows how Mako can carry a customer from the first inquiry through proposal, signature, equipment order, installation and ongoing service.
Inquiry
Proposal
Agreement signed
Install booked
Where the work gets stuck
Common friction in telecommunications and connectivity
Inquiry, survey, order and installation tracked in different systems.
Field work coordinated by phone and e-mail.
Quotes and service invoices disconnected from the account.
What you can run on Mako
Use cases for this example configuration
Inquiry capture and qualification
Website inquiries become prospects automatically, and call queues or an AI voice agent give each one a first conversation.
Proposals and signed service agreements
A proposal is generated from the record, followed up on schedule and signed electronically.
Equipment orders and installations
Orders move through a processing queue, and installation questions and scheduling keep crews informed.
Technicians, work orders and service billing
Technicians are found, work orders tracked and quotes and invoices issued on the account.
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.
Connectivity inquiry to scheduled installation
The path from a website form to a booked crew.
- A website form creates a prospect, adds a note and queues a call.Website form-fill intake and routing
- A call-queue conversation ends in an outcome that sets the next action.Dialer and call queues
- Prepare proposal drafts a PDF and cover e-mail from the record.Proposals and quote follow-up
- The service agreement is signed electronically and filed.E-signature requests
- The equipment order is placed and the installation is scheduled.Equipment orders
- Installation counts appear on the dashboard by install date.Dashboard
Service issue to billed visit
A fault report tracked through to payment.
- A quote ticket is raised on the customer's account.Quotes and invoices
- A technician is found and a work order is issued.Work orders, technicians and requests for quotation
- The visit is scheduled and completed.Installations and scheduled work
- An invoice ticket follows, with a payment link in the e-mail.Quotes and invoices
Featured modules
The capabilities that matter most for this configuration
Website form-fill intake and routing
A website inquiry becomes a working prospect.
DetailsProposals and quote follow-up
Quote from the record, then make sure someone follows up.
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.
DetailsDashboard
The numbers a manager opens first.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Telecommunications & Connectivity. 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 sales, installs and service
Walk us through your quote-to-install process and we will show how it could run on one platform.