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For dealers supplying research and clinical labs

Software for laboratory equipment dealers, where the sale ends at training sign-off.

Aura Business follows a lab instrument from the institutional enquiry through installation and application training to the annual contract that keeps it running, and keeps the long lead times on imported spares visible while a customer is waiting.

Installation and training tracked as deliverablesAMC renewals raised before cover lapsesSpare lead times visible to the service desk
In one sentence

What a lab instrument dealer has to track after the order

Selling a laboratory instrument is not finished when the purchase order arrives. Somebody has to deliver it into a laboratory with the right bench, power and ventilation, install it, run it against a known sample, and train the people who will use it, often more than once as students and research staff change. Software for laboratory equipment dealers should treat installation and application training as deliverables with owners and dates, not as favours arranged over the phone after despatch.

The long tail is different from other medical trades. There is no monthly consumable that guarantees contact, so the annual maintenance contract and the spares business are the relationship. Aura Business keeps the instrument in an asset register per laboratory, raises the renewal before cover lapses, and shows the service desk the real procurement lead time on a spare that has to come from the principal, so the customer gets a date instead of a promise.

Where deals and service slip

Long buying cycles, and a long wait for one part.

Institutional buyers move on their own calendar and their own paperwork. The service side then runs on parts that are weeks away.

Quotes rebuilt every year

The same institute asks for a comparable quote each budget cycle and the old one cannot be found, so it is rebuilt from scratch.

Installation owned by nobody

The instrument is delivered, then waits in a corridor because the bench, the power point or the engineer was never scheduled.

Training never closed out

Application training is promised in the offer, delivered informally, and never signed off, so the customer claims it never happened.

Contracts lapse quietly

Warranty ends, nobody offers a contract, and the first contact after that is a breakdown call with no cover in place.

Spare lead times unknown

A part has to come from the principal and the service desk cannot say whether that is a fortnight or a quarter.

Instruments scattered and unlisted

One university has your equipment in six departments and there is no single list of what you have supplied there.

How it runs

Enquiry, order, installation, training, contract.

01

Enquire

An institutional enquiry or tender document arrives and becomes an opportunity on the laboratory account with its contacts.

→
02

Quote

A GST quotation is built from the catalogue with revisions kept as versions, so last year's offer is the base for this year's.

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03

Order

The purchase order becomes a sales order, and procurement raises a purchase order to the principal where the item is not in stock.

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04

Install

Delivery, site readiness and installation are raised as scheduled jobs with an engineer assigned and photo proof captured.

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05

Train

Application training is a job of its own, completed with the user's signature on the mobile job card.

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06

Cover

The serial enters the installed base with its warranty end date, and the renewal engine raises the contract offer before cover lapses.

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07

Support

Breakdown calls, spare requests with their lead times, and service history build on the same asset record.

What is included

Modules for a capital sale with a long service life.

🧩Winning the order

  • Leads and pipeline with institutional buying stages
  • GST quotation builder with saved versions
  • Tender tracker with document vault and deadline reminders
  • Rate-contract management for repeat institutional buyers
  • Sample and demo tracking for evaluation units

🔨Installation and training

  • Installation jobs scheduled with an engineer and a date
  • Mobile job card with photo proof and customer signature
  • Application training recorded as its own completed job
  • Asset register entry per laboratory and department

📅Keeping it running

  • Service contracts and comprehensive contracts
  • Warranty tracking with end dates
  • Preventive maintenance schedules and checklists
  • Contract renewal engine
  • Service history per serial number

🚚Spares and supply

  • Spare parts inventory with reorder levels
  • Purchase orders to the principal with expected dates
  • Goods receipt and supplier payables
  • Parts used per job, dropping stock automatically

See all 87 modules across 12 suites →

In practice

Four situations a lab dealer meets every month.

Last year's quote becomes this year's

Workflow: The institute asks again at budget time; the saved quotation version is opened, updated for current prices and reissued the same day.

Result: A fast response while the budget is still open.

An instrument is not left in a corridor

Workflow: The sales order raises a site readiness check and an installation job, and the engineer confirms bench, power and ventilation before despatch is scheduled.

Result: The instrument is commissioned the week it arrives.

Training is evidenced

Workflow: The application training job is completed on the mobile app with the names trained and the user's signature captured.

Result: A record that settles the question a year later.

A customer gets a real date for a part

Workflow: The service desk sees the spare is not in stock, sees the supplier lead time on the purchase order, and tells the lab the expected week.

Result: An honest date instead of a weekly phone call.

Who it is for

Dealers whose customers are laboratories.

🏫
University and institute suppliers

Departmental buyers, tenders and budget cycles.

🧬
Clinical laboratory suppliers

Instruments in pathology labs alongside the analysers.

🏭
Pharma and quality control lab suppliers

Instruments where documented installation matters to the customer.

🔬
Scientific instrument importers

Imported instruments with spares that have long lead times.

🛠
Dealers with their own service team

Engineers covering a state, not a principal's national team.

The honest comparison

Spreadsheets, a generic CRM, or a dealer platform with service in it.

 
Spreadsheets and email
Generic CRM
Aura Business
Quote history
Files in folders
Attachments on a deal
Versioned quotations on the account
Institutional tenders
A reminder in a diary
Not modelled
Tracker with documents and deadlines
Installation
Arranged by phone
Deal marked closed
Scheduled job with proof and signature
Training
Informal
Not covered
A completed job with names and signature
Contract renewal
Remembered, sometimes
Not covered
Renewal engine on warranty and contract end dates
Spare lead time
Asked by email
Not covered
Purchase order with expected date on the service call
Proof

Platforms we have actually shipped.

Questions

Laboratory equipment dealing, answered.

Can installation and training be tracked as separate deliverables?

Yes. Each is raised as its own scheduled job against the sales order, assigned to an engineer or application specialist, and closed on the mobile job card with photos and the customer's signature. The order is only complete when both are closed.

How do we keep instruments organised when one institute has many departments?

The asset register records each serial number with its department and location under the parent account, so a university with equipment in six departments has one account and six clear installation records.

Does it help with the annual contract offer after warranty?

Yes. Warranty end dates sit on each asset and the contract renewal engine raises the offer before cover lapses, so the first contact after warranty is a proposal rather than a breakdown call. See service contract management.

Can the service desk see how long a spare will take?

When a part is not in stock, the purchase order to the supplier carries an expected date, and that date is visible on the service call. The customer gets a week rather than an open-ended wait.

Do you handle institutional tenders?

Yes. The tender tracker holds the documents, EMD and deadline reminders, and records the outcome so win rates by product line are visible. See tender management software.

How is this different from your page for diagnostic equipment suppliers?

A diagnostic supplier earns mainly from reagents flowing through a placed analyser. A laboratory equipment dealer usually earns from the instrument, then from contracts and spares, so the software emphasis moves from consumable pull-through to installation, renewals and procurement lead times.

Keep exploring

Related Aura Business software

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