Role-Based Screens for Sales and Operations
Sales can create a quote, operations can receive a preparation list after confirmation, and management can follow the backlog from a summary view.
How the Role-Based Screens for Sales and Operations can work
These are different views of one record, not separate copies. I can shape fields, actions and status transitions around the hand-offs your team already uses.
Excel and Google Sheets can support filtering, co-editing and different views. When records and actions must be personalised by role, the application can make those rules explicit and easier to govern.
As Oğuz Erol, I develop custom web apps for this workflow. Once the team hand-offs are clear, I aim to prepare an initial working version quickly; I set timing from record stages and screen needs.
Frequently Asked Questions
Can each role use a different screen?
Yes. A sales quote screen, an operations preparation list and a management summary can all use the same record.
Which team is alerted when a status changes?
A transition can place the work in the next team’s queue with the information that team needs.
Discuss your workflow
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How do I work?
Work-hour packages
Tell me about your website and what you need on WhatsApp or by phone; we agree on a work block of somewhere between 5 and 40 hours and I start doing what is needed. What you get is not a calendar window — it is net working hours spent directly on your business. I can use 40 hours working three days straight, or deliberately spread it out and finish it over a year — whatever the work calls for. I do not spend my time estimating how long something will take, I spend it doing the work; every hour I spend has a lasting result on your site. We keep going for as long as you find it useful.
Why not monthly?
Is 40 hours a week?
On a fixed monthly fee both sides are watching the wrong thing: you watch a fixed cost, the other side watches how many more contracts like this they can line up. Working by the hour puts us both in front of the same thing — the real value of the work that got done. I know not having an upfront answer to "how much will this cost in total?" is the natural cost of this model. But instead of paying a fixed fee for months to a setup that is not producing results, you only pay for the qualified time spent on your work — and you see exactly where that time went, start to finish. That is why my clients keep coming back.