Solutions · Other industries
Your industry isn’t listed? The processes are still similar.
In many companies work follows the same chain: request, schedule, delivery, billing. When those links aren’t connected, the work gets done but the profit stays unclear. See below how it works for a company that installs and services air conditioners.
The examples are for a job-based service company. The process for each type of service is studied separately.
Sample Figures, names and screens are for illustration. Every system is built around your processes.
01/06Requests
Whatever channel a request comes through, it gets an answer.
Requests come in by phone, Telegram and Instagram. If it isn’t clear who should reply, the customer waits and goes to another company.
Requests from connected channels land in one list. Each gets an owner and a response deadline.
The manager agrees price and inspection time with the customer.
Instagram · direct
Request No. 0871
- Channel
- Job type
- —Installation, 3 units
- Address
- —Yunusabad, block 12
- Owner
- —Manager, first shift
- Reply by
- —10:45
02/06Technician schedule
Give the job to a technician who is free and has the right skills.
If jobs are handed out without seeing technicians’ workload and skills, one is overloaded, another sits idle, and a complex job lands with someone inexperienced.
Technicians’ skills, workload and job deadlines are visible in one schedule. New jobs are planned with that in view.
The dispatcher approves who gets the job.
No. 0871 · 3 air conditioners
03/06Customer updates
Customers shouldn’t have to keep asking how the job is going.
The customer calls the manager, the manager calls the technician. It wastes time and erodes the customer’s trust.
When the technician marks a stage, the customer gets a short message: on the way, work started, work finished.
If the schedule changes, the manager talks to the customer personally.
- AgreedMonday
- On the way09:20
- Work started10:05
- Finished15:40
- Sign-offCustomer signature
Messages sent to the customer
- 09:20Technician is on the way, arriving around 10:00
- 10:05Work has started
- 15:40Work finished, completion report sent
Telegram · to the customer
Work finished: 3 air conditioners installed. The completion report is attached. Questions? Just reply here.
04/06Extra work
No extra work without approval, and none of it missing from the invoice.
Extra work turns up on site: longer piping, a thicker wall. The technician agrees verbally, and later the work either never gets billed or becomes a dispute with the customer.
Extra work is recorded on site, sent to the customer for approval and added to the invoice once approved.
If the customer doesn’t agree, the extra work doesn’t start.
EXTRA WORK
From the technician app
Linked to job No. 0871
Added to invoice: 540,000 UZS
05/06Profitability
You can see revenue. You should see the profit on every job too.
Total revenue is known, but which jobs made money and which lost it is not, because time, materials and subcontractor costs aren’t tied to the job.
Technician time, materials used and subcontractor costs are recorded against each job. When the job closes, its profit is visible.
Decisions on revising prices stay with you.
- Technician time14 person-hours: 2 technicians, incl. travel1,260,000
- MaterialsFrom stock: piping, cable, brackets1,940,000
- SubcontractorDiamond drilling service450,000
The invoice includes the approved extra work. Office overheads and taxes are not included here.
06/06Overview
Every job, from request to profit.
When requests, scheduling, execution and invoices live in different places, the owner only sees total revenue at month end.
The status, extra work and profit of every job are visible in one place.
The system shows what needs attention. The decisions stay with you.
- 01Requests12 new, one answered lateAttention
- 02ScheduleNo. 0871: Tech A, WednesdayDone
- 03ExecutionNo. 0871 finished, customer informedDone
- 04Extra work540,000 UZS approved by the customerApproved
- 05InvoicingNo. 0871: 5,040,000 UZS invoicedAwaiting payment
- 06Job profitNo. 0871: gross margin 27.6%Calculated
No. 0871: one job, one history
What needs attention
- Request No. 0874 not answered within 15 minutesMManager
- No. 0866: gross margin below 5%OOwner