Requirements checklist
What to ask for when choosing software for conveyor manufacturers.
A checklist built from how conveyor manufacturers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Site survey and layout quotation
- Section drawings and numbering
- Belt, roller and idler stock
- Fabrication and trial fit
- Erection and commissioning
- Spares and belt changes
Roles that need their own access
Who logs in, and what each person may see or change.
- For sales engineers
- For the drawing office
- For workshop leads
- For erection supervisors
- For service and spares staff
Reports to ask for
Ask to see each one with your own sample data.
- Projects in build by stage
- Sections fabricated, fitted and loaded, by project
- Belt, roller and idler issues against each run
- Quotations won, lost and open, by conveyor type
- Erection crews by site, with change notes
- Test runs awaiting sign-off
- Spares quoted for each line, by age
Systems it may need to connect to
Note which ones you already run.
- SMS
- Accounting export
- Drawing file links
Questions for any vendor
Put these to every supplier you are comparing.
- Can a quote use survey data entered on site?
- How does section numbering work?
- Is a revised layout kept apart from the first?
- Do roller and belt purchases link to a project?
- What if the crew changes the line on site?
- Can it plan erection crews?
- Can old projects be loaded for spares?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The site survey is separate from the quote
- Sections are not numbered against the layout
- Belt and roller stock is guessed
- Factory trial fit is not recorded
- Erection changes never reach the drawing
Prefer to talk it through? See the conveyor manufacturers page.