● 01 / Before Hi-Tech Aircon × Design Innsæit
Operations Audit, May 2026

Where the chaos lives.

Every inquiry, every PO, every escalation lands on one phone. Seven stages, five tools, three people doing the same job. The growth ceiling is the founder's calendar.

01 Inquiry Unlogged 02 Site Visit WhatsApp List 03 Quotation Excel, No # 04 Procurement Mat · Lab · Mch overlapping 05 Execution Waiting at site 06 Invoice Top-right tag, Excel 07 AMC Mostly lost Founder Founder Founder Founder Duplicate POs Phone routing Lost renewals
7 stages 5 tools 1 bottleneck 01 / 07
● 02 / After Hi-Tech Aircon × Design Innsæit
Operations Console, Phase 1 + 2

One system. One source of truth.

Inquiries log themselves. POs cannot duplicate. AMC renewals surface automatically. The founder sees the business, not the chaos — and the same team handles twice the work.

Founder Dashboard view Operations Console 01 Inquiry One-click log 02 Site Visit Linked to project 03 Quotation Auto-numbered 04 Procurement Mat · Lab · Mch 05 Execution Status tracked 06 Invoice Auto from project 07 AMC Auto-flagged Complaint Logger · Universal Entry Point · Convert to Quotation / AMC / Repair
7 stages 1 system 0 bottlenecks 02 / 07
● 03 / Vision Hi-Tech Aircon × Design Innsæit
The opportunity ahead

The math of doubling turnover.

Hi-Tech turns 30 Cr today. The goal is 60 Cr by next financial year. The challenge isn't capacity or demand — it's whether the operating system can absorb twice the work without doubling the team or losing the service quality that drives every referral.

Turnover Goal 30 60 Cr The target for FY 2026-27. Same business, twice the throughput.
Sales Motion No sales team 100% inbound. Built on twenty years of trust and word-of-mouth.
Customer Mix 90% repeat Most orders come from existing relationships or direct referrals from them.
The Only Lever Service quality It compounds growth. Drop it, and the referral engine stops.

Doubling turnover means doubling the chaos — unless the system absorbs the growth instead of the team.

30 Cr today 60 Cr target Same team 03 / 07
● 04 / Diagnosis Hi-Tech Aircon × Design Innsæit
Four operational fractures

What's breaking today.

Four specific fractures in the current operations cap the company at its present scale. Each one is solvable. Together they explain why every escalation lands on the founder's phone.

01 / Procurement

Duplicate POs.

Three to four people raise purchase orders in parallel without a shared numbering discipline. The same supplier is contacted twice. The same line items go out under different references.

"PO numbering doesn't make sense." — Vinod, May 2026
02 / Retention

Lost AMC opportunities.

No equipment record means no warranty tracking, no renewal pipeline. AMC contracts expire silently — and AMC is where 25–30% margin lives, not in new sales.

Renewals lapse. The pension stream leaks.
03 / Leadership

Founder bottleneck.

Every escalation, approval, and material release routes through one phone. The team can't reroute work because they don't have the answers. Doubling turnover means doubling the calls.

The growth ceiling is the founder's calendar.
04 / Service

No customer record.

When a customer calls about a leak or breakdown, the office cannot answer which AC, which site, which contract. Basic questions get asked twice. Service quality suffers — and service quality is the only growth lever.

"Pulling their hair." — Vinod, May 2026
4 fractures 1 root cause No shared system 04 / 07
● 05 / Phase One Hi-Tech Aircon × Design Innsæit
8 weeks · Operations Foundation

Phase 1 — Foundation.

Fifteen modules. One system. Every inquiry, every PO, every invoice flowing through a single source of truth. The team works from shared context instead of fragmented phone calls.

01

Customer Database

Multi-site · GSTIN · AMC flag

02

Equipment Register

Model · Serial · Location · Warranty

03

Project Hub

Links every doc to one job

04

Suppliers

Material · Labour · Machine

05

Quotation Module

Own #ing · Convert to invoice

06

Invoice +

Category · Site · AMC period

07

Three PO Streams

Atomic # · No duplicates

08

Multi-Address Profile

Office · Shop auto-routed

09

Complaint Logger

Universal entry point

10

Inquiry Routing

Project · RAC · Other · PM · Complaint

11

Customer Auto-Notify

Instant ack · No more silent inquiries

12

Margin Guard-rails

< 15% routes to founder for approval

13

Role-based Access

Admin · Operator · Viewer · CA

14

PDF Templates

5 documents · Hi-Tech visual

15

Data Migration

Excel → System on day one

One-on-one onboarding 30-day on-site adoption support Vinod as single point of contact
Phase 1 · 8 wks Pause · 4 wks Phase 2 · 5 wks Phase 3 · TBD
15 modules 8 weeks One source of truth 05 / 07
● 06 / Phase Two Hi-Tech Aircon × Design Innsæit
5 weeks · Starts 1 month after Phase 1 is live

Phase 2 — Visibility.

After Phase 1 has been in active use for one month, the data foundation is ready. Phase 2 turns the foundation into clarity — the founder sees the business, Smita's AMC pipeline runs itself, escalations stop hitting one phone.

01

AMC Pipeline

30/60/90 day renewal queue

02

PM Calendar

Preventive visits · 3-day reminders

03

Equipment Auto-Pop

From Machine POs · No re-entry

04

Project P&L

Quoted vs spent · Margin per job

05

Margin Watchdog

Red flag when actuals eat margin

06

Vertical Dashboard

Sales · PM · Complaints split

07

Daily WhatsApp Snapshot

8 AM founder summary

08

Follow-up Workspace

Aging + call log per invoice

09

Complaint Analytics

Turnaround · Conversion · Churn

Founder dashboard training Monthly review calls (3 months) Built on Phase 1 data
Phase 1 · live Pause · 4 wks Phase 2 · 5 wks Phase 3 · TBD
9 modules 5 weeks Visibility unlocked 06 / 07
● 07 / Roadmap Hi-Tech Aircon × Design Innsæit
Future scope · Not committed today

Phase 3 — What comes next.

Phase 3 is roadmap, not commitment. We scope it together after Phase 2 has been live for two or three months, based on how the team actually uses the system. The list below is what's possible — what we build is what proves valuable.

01

Accounts Payable

Supplier bills tied to POs

02

Cash Flow View

AR + AP + GST projected

03

Vendor Reconciliation

Advance vs invoice tracking

04

PO Approval Workflow

Threshold-based routing

05

Mobile Complaint Logger

Site supervisor field access

06

Tally / Zoho Export

Sanjay's accounting handoff

07

Stock Tracking

Optional · Consumables on hand

Scoped together after Phase 2 Modular · pick what proves valuable Pricing finalised when scope is
Phase 1 · live Pause Phase 2 · live Phase 3 · roadmap
7 potential modules Scoped, not committed 07 / 07