ERP + CRM for Surveying Instrument Dealers: Total Stations, GNSS and Levels
Every quote to every surveyor, contractor and government department is tracked from the first inquiry to the last payment. Every instrument ships as a kit with its exact variant and accessories, checked by scan, and every unit is tracked by its serial number, so warranty and stock questions get answered in seconds.
Serial Number Tracking
Warehouse to customer
Kits Built at Dispatch
Exact variant and accessories
Warranty Visibility
Claims answered in seconds
Built for survey instrument dealers who sell by quotation. If you sell survey instruments and accessories from several brands to surveyors, contractors and government, keep demo units, and support what you sell under warranty, QERP.CRM, KnowBuild's Business Operating System, will become the basis for you to manage and grow your business.
View Offers · Photo-based offerYour Company Pvt Ltd
Survey Instruments · Accessories · Support
OFFER
OF/2026/0688 · 04 Oct 2026 · V2
To: Survey Head, Bharat Highways Infra Ltd, LucknowInstruments for the new expressway package
Warranty: 12 months from invoice · Delivery: 2 weeks from PO · Training: 1 day at site · Offer validity: 30 days
Rupees Twenty-Two Lakh Thirty-Four Thousand Two Hundred Ninety-Five Only
Photo-based offer format · product images are representative · illustrative data
What KnowBuild does for your business
You sell accuracy. KnowBuild runs the business behind it.
Every instrument means a quote, a serial number, a demo unit somewhere, and a warranty to honour. Here is how KnowBuild handles each one.
WARRANTYSerial TS-24-30418
In warranty• Covered until 03 Oct 2027
Warranty checked in seconds
Search the serial number and see who bought it, when it was invoiced, and whether it is still under warranty.
STOCK LOCATIONSDemo stock · Lucknow office
3 units• Transfer to Delhi recorded
Know where every demo unit is
Each office holds its own stock, including demo units. Transfers between offices are recorded, so no unit goes missing.
KIT AT DISPATCHDO/2026/0702 · Total Station Kit, 2″
Scanned• Every item matches the order
The warehouse ships exactly what was sold
Each kit carries the exact variant and accessories that were ordered. At dispatch, KnowBuild shows the warehouse what to pick and checks every scan. Your warehouse doesn’t need to know the products.
Real challenges. We understand.
Common challenges for survey instrument dealers
Many brands, long specifications and serial-numbered stock make it easy for sales, stores and service to fall out of sync.
Which quote was approved?
Revisions go back and forth on WhatsApp, and when the PO arrives no one is sure which version was approved.
Is it still under warranty?
Serial numbers sit in a register and invoices are hard to find, so warranty claims turn into warehouse hunts.
The wrong kit reaches site
A 1″ and a 2″ total station look the same in the box. The warehouse guesses, and the survey stops.
A demo unit is always missing
Demo instruments travel from office to office, and no one knows which unit is where.
Where survey instrument businesses can make more money
Eight ways KnowBuild grows your revenue and protects your margin
Each one comes from surveying instrument dealers. Under each is what KnowBuild does about it, and the screen where it happens.
You can be a bigger company. You only need to systemise.
Knowbuild gives you an enterprise-grade system at SME prices.
Sound familiar? Most survey instrument dealers we meet recognise at least three of these. Book a 30-minute walkthrough
Three kinds of survey instrument dealers
Who you sell to decides where KnowBuild pays back first
Quote fast, track every unit
Repeat buyers, many accessories
Land surveyors and construction contractors buy instruments and accessories again and again. The win is quick quotes and knowing every unit you have sold.
- Every model and accessory in one list, with price, discount limit and stock.
- Every unit tracked by serial number, from inward to dispatch.
- Warranty checked by serial number in seconds.
- Instruments saved as kits with their exact accessories.
Who this is for
Dealers of total stations, auto levels, GNSS receivers, tripods, staffs and prisms to surveyors and contractors.
One order, one record
From first inquiry to final payment, every team works on the same order
Here is how an order moves through KnowBuild, using an expressway contractor's order as the example.
Inquiry Manager
Inquiry
A survey head asks for a quote through your website or a call. It goes to the right salesperson.
Lead Manager
Lead
The need is real. The company and its people (who specifies, who pays) are saved.
View Offers
Offer
Total stations, a GNSS set and levels are quoted within your discount limits, with a follow-up date.
Opportunities
Opportunity
The client is serious. The deal now counts in your sales forecast and your purchase plan.
Confirmed Orders
Order Confirmed
The PO comes in and a Delivery Order is made. Each unit is scanned by serial number at dispatch.
Order Closed
Order Closed
Delivered and fully paid. The warranty clock starts from the invoice date.
From enquiry to warranty
Know exactly where every instrument stands.
- Salesknows which version the client approved.
- Storesknows which serial number to send.
- Serviceknows the warranty status of every unit.
- Managementknows what has been collected.
Without a connected system
- Quotes wait for the owner to check price and discount
- Serial numbers tracked in notebooks
- Demo units unaccounted between offices
- Wrong kit leaves the warehouse
- Overdue invoices noticed only when cash is tight
With KnowBuild
- Every model and accessory quoted in one line
- Every instrument tracked by serial number, warehouse to customer
- Demo units and transfers recorded at every office
- Warehouse scans kits before dispatch
- Receivables visible, with reminders that go out on time
See the real screens
Know what you can deliver, and what to buy next
Illustrative data
Price, discount and stock in one line
Your team sees today's price, how much discount they can give, and how many units are in stock or on the way, before they quote.
Illustrative data
Buy for real orders, not guesses
See which models are below their minimum stock, which your confirmed orders will run short of, and what upcoming deals will need.
Two ways to start
Start where it hurts most, and expand once it works
Run the whole business on one system
For makers who hold material, deliver to sites and give credit to institutions.
- Inquiries, offers and follow-ups in one place
- Products with their parts list, and how many you can make today
- Alerts telling purchase what to buy, and when
- Delivery orders, barcode checks before despatch, e-invoice and e-way bill
- Payments due, reminders and credit limits
Sales OS: the Revenue Operating System
For firms whose biggest need is quoting, follow-ups and collections, and who want to keep Tally for now.
- Every inquiry captured and given to the right salesperson
- Quotes within discount limits, with follow-up reminders
- Orders, dispatch instructions and payment tracking
- Works alongside Tally, and moves up to QERP.CRM later
Real outcomes for growing dealers
Better control from quotation to warranty
KnowBuild helps growing survey instrument dealers streamline operations and reduce owner dependency.
Faster quotations
Win more contractor and government deals
Serial-level visibility
Know where every unit is
Cleaner dispatches
Right kit, right serial, first time
Warranty answered in seconds
Service that keeps customers
Stronger collections
Improve cash flow
Less owner dependency
A more scalable business
Questions survey instrument dealers ask
How does KnowBuild track serial numbers and warranty?+
Every unit is recorded with its own serial number when it comes in and when it is dispatched, against the customer and the invoice. Each product carries its warranty period, which starts from the invoice date. Search the serial number to see who bought it and whether it is still covered.
Can we track demo units across our offices?+
Yes. Each office holds its own stock, including demo units, and every transfer between offices is recorded.
Our warehouse team doesn’t know every model. Will they ship the right kit?+
Yes. Each instrument is saved as a kit with its exact variant and accessories. At dispatch, the system lists every item to pick and checks each scan against the order, rejecting anything that doesn’t match. Your team doesn’t need product knowledge; the system makes sure the right kit goes out.
Do we have to stop using Tally?+
No. Keep Tally for your final accounts. You can start with Sales OS next to Tally to fix inquiries, quotes, follow-ups and payments, and move stock, purchase and dispatch onto KnowBuild when you are ready.
Can KnowBuild track service calls and calibration?+
Not yet. Service and AMC tracking is being built now, alongside the Tendering module, and both will be available as optional add-ons by December 2026. Serial numbers and warranty periods work today.
How do we start?+
With a 5-user pilot on the one area that hurts most, usually quote-to-order or order-to-delivery. You grow from there once it works.
