Know what you have, where it is, and what it is doing
Stock, tools, vehicles and installed equipment tracked accurately enough that you stop buying things you already own.
- Typically costs
- £35k–£90k
- Live in
- 10–22 weeks
Stock and assets
4 parts01Where this usually starts
Your stock figure is wrong and everyone knows it, so people order anyway. Tools disappear. Nobody can tell you with confidence what is installed at a given customer site, or when it was last serviced, without ringing the engineer who fitted it.
02What changes
What you end up holding.
- 01A stock figure people trust, which stops the ordering of things you already have
- 02Every tool, vehicle and piece of equipment traceable to a person, a van or a site
- 03Service and calibration dates reaching you before they lapse, not after
- 04Reordering that happens without you, at the right level, from the right supplier
- 05A full history for everything you have installed, ready before the engineer arrives
A stock figure people trust, and service dates that reach you before they lapse rather than after.
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.
Stock
A stock figure people trust, across the unit and every van.
Reordering on its own
Ordered at the right level, from the right supplier, before you run out.
Equipment and assets
Every tool, vehicle and installed unit, with its history, its service dates and where it is.
Certificates and expiry dates
What is lapsing, in time to do something about it.
04How it would run
10 to 22 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.
Does this need barcodes or tags?
It works better with them, and you will be told plainly when they are worth the bother. Often a phone camera reading a label you already print does the job, and buying scanners is money you keep.
We hold stock in vans as well as the unit.
Every van is its own location, with what is on it, what came off it and what needs replacing before tomorrow morning.
Can it tell us what a job actually consumed?
Parts drawn against the job, priced, and set against what you charged for it. That comparison is usually where the money turns out to be.
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
- 09Field work and jobsThe job tracked end to end, your engineer given what they need on their phone, and the paperwork finished before the van leaves site.£55k–£160k
- 10BookingsAvailability your customers book against themselves, with every one of your real rules applied, and far fewer people failing to turn up.£30k–£70k
- 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.