Built for companies that work by project

Connect quotes, purchasing, and project costs.

Built from real project operations at AUROM, SARA connects sales, operations, and administration. Manage turnkey delivery or hourly services with travel, with records connected to the same project.

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Need credentials? Email contact@sara-app.net to request access. The demo resets periodically; use test data.

Workflow illustration A connected project operation

Quote and Quote EngineCost the scope
Customer acceptanceRecord the handoff
Linked projectContinue the work

PurchasingOrders and recorded costs

ActivityHours, logistics, expenses

Customer incomeInvoice and payment records

Project financial visibilityRead-only cost-center view of recorded sources

Conceptual workflow relationship, not a SARA screenshot or an automatic transaction sequence.

The problem

One project. Information scattered across teams.

The quote is in a spreadsheet. The purchase request is in an email. Hours live in another record. To understand what happened, someone has to put it all together. SARA connects those processes through shared records, stages, permissions, and history.

Connected operation

One project, connected across teams.

Follow the commercial handoff, material purchasing, and financial picture through connected workflows. The available steps depend on the modules and required packages selected for your company.

Turnkey projectsFrom scope to purchasing and delivery costs Hourly services with travelFrom travel planning to approved hours and billing

01 / QuoteQuote and Quote EngineScope and cost context
02 / AcceptanceCustomer acceptanceCustomer PO context
03 / ProjectLinked project and customer POWork continues in operation

Project hub

Three parallel records from the project

Materials and stock

Requests move through purchasing and receipt. Applicable goods enter stock through an explicit inventory entry.

Recorded purchases → cost center

Project activity

Hours, logistics, and expenses are recorded against the project as work progresses.

Recorded activity → cost center

Customer income

Customer PO records track invoices and collected payments.

Potential and received income → cost center

Project cost centerRead-only view of recorded costs, potential income, and received income when you look up the project.

These are connected paths available with the required module scope, not a mandatory sequence in every subscription. The arrows describe relationships and handoffs; they do not imply every step is automatic.

Turnkey projects

From quoted scope to delivery costs.

Each story answers a practical question using records connected to the same project.

01 / 03 · Commercial handoff

From quote to project

How does what you sell become what the team executes?

01Quote and cost the scope
02Record customer acceptance
03Continue in the linked project

Build the quote with its cost structure, record the customer's acceptance, and continue the work in the linked project. Quote Engine supports the quoting process; standard accepted quotes create projects, while complementary quotes can update an existing project's budget.

Commercial context stays linked to the project record.

Quotes with stages and project context — Quotes and status overview · Sample dataView full screenshot

02 / 03 · Material traceability

From purchase request to stock

What happened to the material your team requested?

01Request
02Purchasing review and order
03Receive
04Add applicable goods to stock

Follow requested materials through purchasing and receipt, then record applicable goods in their warehouse location. Inventory entry is an explicit action after receipt; it does not apply to every service purchase.

Trace requested goods through receipt and applicable inventory entry.

Purchase orders linked to project purchasing — Project purchase orders · Sample dataView full screenshot

03 / 03 · Financial context

From project activity to financial visibility

What has the project cost, and what has actually been collected?

01Record project activity and costs
02Register customer invoices and collected payments
03Review the project cost center

Review purchases, hours, logistics, and recorded expenses alongside customer-order income and collected payments. The cost center brings these records together when you look up the project; you do not have to wait for project closure.

See recorded costs beside potential income and what has been received.

Cost center summaries with project costs and income charts — Project cost and income overview · Sample dataView full screenshot

Hourly services with travel

Plan the trip. Deliver the work. Connect the hours to billing.

When delivery means sending people to a customer site, the project includes more than work hours. Bring commercial commitments, travel planning, bookings, employee instructions, and financial records into one connected operation.

Your team and travel readiness, at a glance.

See employees and their scheduled assignments together on the Logistics Calendar. Identify open periods when planning who can travel next, and spot document expiry markers on each employee’s row—from visas and passports to driving licences and other documents configured with expiry dates. Availability planning is based on the events recorded in the calendar.

Logistics calendar showing employee assignments, vacation, and a passport reminder tooltip — Employee assignments and passport reminder · Sample dataView full screenshot

01 / Commercial handoff
Turn the order into a project
Prepare the quote, receive the customer purchase order, and create the project that connects the work ahead.
02 / Logistics calendar
Plan who travels, where, and when
Schedule the assignment with origins, destinations, and dates. Identify flights, hotel stays, and vehicle rentals needed for the trip.
03 / Logistics administration
Book the trip and review documents
Manage travel purchases, supplier orders, and booking confirmations. Review required employee documents and expiry dates, such as passports and visas.
04 / Employee handoff
Send a ready-to-use travel plan
Email the employee a to-do list with the itinerary and attached tickets, reservations, and supporting booking files.
05 / Work and time capture
Record the hours delivered
The employee travels, performs the work, and records project hours. Review and approve timesheets to support the billing workflow.
06 / Financial follow-through
Follow billing, payments, and costs
Use approved hours in the agreed billing process, record customer invoices and payments, and review income and recorded project costs in the cost center.

One project, two financial inputs

Travel purchases and expenses contribute to project costs. Approved service hours support billing. The cost center brings recorded income and costs together.

The available steps depend on the selected modules and their dependencies. Billing and accounting integrations are configured for your operation; recording hours does not automatically issue an invoice.

Project task management

Turn the project plan into clear next actions.

For turnkey delivery and hourly services alike, SARA Kanban brings project tasks, owners, dates, and supporting files into a shared workspace. See what needs attention and follow the work through your team's own stages.

See the work move across your project.

Use the board to follow tasks through your team’s stages, with owners and dates connected to each card. Switch to the calendar for a visual timeline of dated tasks, or open To do to focus on your assigned work.

Project Kanban board with To do, In progress and Done columns — Project Kanban board · Sample dataView full screenshot

Organize the work

Create a project board with task cards and configurable columns. Assign responsible team members, set priorities and dates, and break work into checklists.

Project-linked tasks

Keep the context with the task

Attach files, add notes, and review the card's activity log. Mark tasks complete and check the recorded completion action, including who performed it and when.

Files, notes, and history

See the schedule visually

View dated tasks on a timeline-style calendar. Review one board, your assigned work across boards, or the general calendar where your permissions allow.

Board and personal calendars

Stay close to your next action

Open your assigned tasks from the shared To do panel while working elsewhere in SARA. Send supported assignment notifications through WhatsApp when the integration is configured.

To do and WhatsApp

Kanban calendar showing dated tasks across purchasing and sales rows — Project task calendar · Sample dataView full screenshot

Boards and actions follow your module scope and permissions. Calendar views show tasks with dates. Kanban email notifications are currently disabled; other SARA workflows support email notifications.

Connected teams

Keep the people responsible informed.

Important workflow events can reach your team through email and WhatsApp, so assignments and decisions can move beyond the screen.

Email

Share operational details, travel instructions, and relevant summaries or notifications with the people involved.

Notify responsible team members about supported time-sensitive events, such as new work and rejections.

Events, recipients, and channels depend on the enabled modules, permissions, and notification configuration.

Modular adoption

Use the modules your operation needs.

Start with the SARA modules that address gaps in your current operation. You can purchase and use the modules you need; some require a package of dependent modules. We review your workflows and existing systems to define a supported scope before implementation.

Complement your current tools where SARA is needed, with module dependencies and data handoffs agreed for your company.

Select scopeChoose the operational gaps SARA needs to address.
Review dependenciesSome modules require a package of dependent modules.
Agree handoffsDefine data handoffs with existing systems; any integration is assessed separately.

By role

Shared context across your teams.

Leadership

Review your projects using recorded costs and income.

Project managers

Follow requests and costs within your project's context.

Purchasing

See each request's stage and associated purchase order.

Sales

Organize quote progression and retain offer versions.

Implementation

Bring your operational data into SARA.

AUROM handles implementation and the data import agreed with your team, including personnel and projects where applicable. We assess your source files, historical records, and data preparation needs case by case, so you can continue operating in SARA after the import.

01Assess your workflow and data
02Configure and import
03Validate the starting records
04Begin operation with agreed onboarding

AUROM manages your cloud-hosted instance. Your subscription includes access to the user manual and personalized ongoing support.

Subscription

A subscription shaped around your operation.

Monthly pricing can be based on total personnel, account count, or an agreed fixed fee. We define the modules and implementation scope with your company before preparing a proposal.

Talk to us about the early-customer program.

Origin

Built from AUROM's project operations.

SARA grew from the need to connect quoting, project execution, purchasing, and costs within AUROM's operation.

A product by

FAQ

Questions about using SARA.

Do we need to buy the entire system?

No. You can purchase and use the modules you need. Some modules require a package because of dependencies; we define a supported combination with your company.

Can SARA complement our current system?

Yes. We can scope SARA around operational gaps you want to address. Any data exchange or integration with existing tools must be assessed separately; automatic synchronization is not implied.

Who is SARA for?

SARA is designed for companies coordinating project-based operations across sales, project teams, purchasing, and administration.

Can you import our spreadsheet data?

Yes. Implementation and agreed data import are included. We review source files and historical coverage with each company before defining the import scope.

How is the subscription priced?

We offer options based on total personnel, account count, or an agreed fixed fee. Your proposal defines the modules, scope, and monthly price.

Who manages the instance, and what support is included?

AUROM manages your cloud-hosted instance. The subscription includes the user manual and personalized support throughout the subscription. Service arrangements are agreed with your company.

Do we need to install SARA on every device?

No. AUROM manages your cloud-hosted instance. Sign in through a compatible web browser on Windows, macOS, Linux, tablets, or phones. You need an internet connection and your account credentials; there is no local SARA installation.

Can we explore the system before deciding?

Yes. Email contact@sara-app.net to request demo access or a guided workflow demonstration. Our team will send the login credentials by email. Credentials are shared on request rather than published openly to limit automated access. The demo resets periodically; use test data.

Your next step

See your workflow in SARA.

Tell us how your company runs projects. Request demo access or a guided walkthrough, and we'll help you explore the workflows that fit your operation.

Request demo access

Email contact@sara-app.net. Our team will send your demo credentials by email. Access details are shared on request to limit automated access.