Everything about a job, from the call to the invoice
The job tracked end to end, your engineer given what they need on their phone, and the paperwork finished before the van leaves site.
- Typically costs
- £55k–£160k
- Live in
- 16–34 weeks
Field work and jobs
10 parts01Where this usually starts
A job passes through four of your systems and two paper forms between the customer ringing and the invoice going out. Your engineers fill in sheets somebody retypes. Photos live on personal phones. Nobody can tell you what a job cost until weeks later.
02What changes
What you end up holding.
- 01One record per job, from the first call to the paid invoice, that everyone works from
- 02Engineers carrying the history, the asset record, the risk assessment and the parts list on their phone
- 03Photos, readings, signatures and sign-off captured on site and attached to the job
- 04The invoice produced from what actually happened rather than from somebody's memory of it
- 05True cost and true margin per job, per customer and per engineer, while it still matters
True cost per job while it still matters, and paperwork finished on site rather than on Friday.
03The pieces
What a system like this is usually made of.
You will not want all of it on day one, and you should not pay for all of it on day one. The estimator lets you choose, and shows what each one adds.
Customer records
Every customer, contact and site in one place, with the whole history attached.
Invoicing
Invoices raised from what actually happened, under your contract terms however awkward.
The schedule
Work placed against people, skills and equipment, with real constraints applied.
Sensible routes
Journeys planned on real roads and real traffic, so the day can actually be driven.
The job record
One record per job from the first call to the paid invoice, that everyone works from.
What the engineer carries
The day's work, the history and the paperwork on their phone, working with gloves on.
What the job really cost
Time, parts and travel against what you charged, while it still matters.
Equipment and assets
Every tool, vehicle and installed unit, with its history, its service dates and where it is.
Forms
Filled in once, on a phone if need be, with the answers going straight where they belong.
The figures that matter
One honest set of numbers everyone agrees on, in front of whoever needs them.
The sort of detail that matters
- One record per customer, however many sites they have
- The full history, whoever handled it
- Staged payments and retentions
- One consolidated account across a customer's sites
- Nobody scheduled onto a job their ticket does not cover
- A change absorbed in seconds
04How it would run
16 to 34 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
Our engineers are not keen on new systems.
That is the constraint the whole build is designed around, which is why the first week is spent in your vans rather than in meetings. If it takes more taps than the paper sheet it replaces, your engineers will not use it. Fewer, bigger buttons, works with gloves on, works with no signal.
Can it track equipment we installed at a customer site?
Every asset with its own history, service dates, warranty and every visit it has ever had, so whoever you send next arrives knowing what they are walking into.
Will it tell us if a job is running over?
While it is happening, not afterwards, and in time for you to do something about it.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesEvery customer, conversation and deal in one place, arranged the way your business works rather than the way a software company guessed it might.£45k–£120k
- 02Invoicing and paymentsInvoicing that matches your contracts however awkward they are, takes payment the way your customers want to pay, and follows up on its own.£38k–£95k
- 03Access and auditAccess controlled to the person and the record, every change recorded, and your answer ready the day an auditor, a client or a regulator asks for one.£32k–£85k
- 04Planning and schedulingWork, people and equipment scheduled against real constraints, reshuffled in seconds when something changes, and visible to everyone who needs to know.£48k–£140k
- 05ReportingOne honest set of figures drawn from every system you run, assembled by nobody, argued over by nobody, and ready on the first of the month.£30k–£75k
- 06Quoting and proposalsYour pricing rules, however involved, applied correctly by anyone on the team, inside a document that looks like it came from you.£34k–£88k
- 07Client portalsA calm, private place your clients sign in to, see exactly where their work has got to, and get what they need without emailing anybody.£30k–£80k
- 08Documents and approvalsForms filled in once, routed to whoever has to agree, signed, filed where you will find them again, and chased the moment they stall.£30k–£70k
- 09BookingsAvailability your customers book against themselves, with every one of your real rules applied, and far fewer people failing to turn up.£30k–£70k
- 10Stock and assetsStock, tools, vehicles and installed equipment tracked accurately enough that you stop buying things you already own.£35k–£90k
- 11Joining systems upThe systems you already pay for, talking to each other reliably, so a thing entered once appears everywhere it belongs within seconds.£30k–£65k
- 12Leaving a systemA planned, reversible move off the system that is holding you back, without losing a single record or a day of trading.£35k–£110k
- 13Reading documentsPaperwork arriving by email or on a phone camera, read accurately, checked against what you expected, and put in front of a person only when it needs one.£38k–£95k
- 14MembershipsMembers joining, paying, renewing and getting what they pay for, without anybody in your office administering a single one of them.£32k–£85k
- 15MarketplacesA platform where your suppliers and your buyers find each other, agree terms and pay, with your commission taken cleanly every time.£65k–£200k
- 16Compliance recordsThe records your regulator, your insurer or your biggest client requires, captured as the work happens and produced on demand in minutes.£32k–£80k
Put a date on it.
Half an hour with whoever would build it gets you the shape of the work, a figure you can take to your board, and the week it could start. No deck, no discovery fee, no follow-up sequence.
Or ring 01603 552024. A person answers it.