Imagine you have a company that washes shop windows. Do you know how to schedule the work and distribute it to the technicians? We’ll take a look at this in part two of the digitalisation examples.
Daily planning and division of labor, what they have to do today and where they will go tomorrow. At the same time, keeping track of what they have accomplished and what they have not yet accomplished. Today, in our series on digitizing business processes in the enterprise, we’ll be looking at how to plan and allocate work to technical service workers.
Imagine that your company is in the business of cleaning shop windows. The managers have to do the work every week:
- to plan which customer to go to,
- enter the exact location,
- where to go,
- to pass on the contacts,
- define,
- what to do for each customer,
- specify,
- what the contract is,
- etc.
On the other hand, the worker washing the shop windows must, after the work is done:
- submit a signed report from the client,
- take photo documentation,
- record your activity on your timesheet,
- Prepare invoicing documents.
Anyone who has dealt with something like this knows how many pitfalls there are in the process.
How to record and plan work in SmartFP
The planning and distribution of work can look like this in SmartFP:
- Each request for window cleaning is entered into the SmartFP system either directly by the client or by the operator.
- If the washing is repeated regularly, the system generates the request automatically.
- You assign a specific worker to a task in the system and set a deadline for completion.
- The worker can see everything on his PC or phone, the work is scheduled directly in his calendar.
- They can see where to go, who the contact person is on the spot and exactly what to do.
- As soon as he washes the shop windows, he takes a photo documentation and records everything in the system (even on his phone).
- He also has his work approved by the client and electronically signs the report.
- The data is immediately transferred to the headquarters, where it is checked and then invoiced.
No more searching for old logs, no more worrying about a job going unbilled. With SmartFP, you can handle tasking and informing everyone involved easily, quickly and online.