For service, installation, repair and project-based companies managing dozens to thousands of jobs a month.
One record per job
Every request becomes a job with an owner, a status, a schedule and a history. Time and materials are captured where the work happens.
What a scoped system can include
- Job intake from phone, email, web forms or partners.
- Scheduling and assignment by skill and availability.
- Time, materials and photos captured on mobile.
- Invoicing and margin per job.
- Customer updates and service history.
Make the margin visible
When time and materials are recorded per job, you can see which jobs, customers and teams are profitable.
A practical starting brief
- The process today, with one real (anonymised) example.
- The people and roles involved.
- Systems the new tool must connect to.
- What would make the first release a success.