Clients / Metro Office Services
Metro Office Services
B2B Services / FM
3.0 BuildRetainer
₹18k/mo
Project Fee
₹72k
Runs / mo
0
Engagement Summary
Invoice dispatch automation delayed — ERP API credentials still pending from client IT team.
Phase Timeline
1.0 Embed
Kick-off. Reviewed ops flow.
2026-02-20
2.0 Audit
Audit done — invoice dispatch is primary pain
2026-03-05
3.0 Build
Build started. ERP integration blocked by IT.
2026-03-20
4.0 Deploy
5.0 The Loop
Automations
0 liveInvoice Auto-Dispatch
Pulls confirmed service orders from ERP, generates invoice PDF, and sends via email + WhatsApp.
ERP API credentials not provided. Build blocked for 18 days.
Monthly Ops Summary
Compiles service completion stats and sends summary report to Amit every month-end.
Contact
Amit Joshi
amit@metrooffice.in
Details
Start Date
2026-02-20
Next Check-in
2026-06-10
Vertical
B2B Services / FM
Five-Phase Progress
1.0 Embed
2.0 Audit
3.0 Build
4.0 Deploy
5.0 The Loop