Case Study

ELECTRICIAN

An electrician engaged one of our Efficiency Advisors to support him in developing streamlined processes and procedures to manage the large volume of work he was receiving.

He had just started using ServiceM8 so we helped him to streamline his processes and templates. We worked with the owner to create online forms which his field staff could quickly process on their mobiles at the end of each job instead of the owner having to manually fill out in hard copies for every job and post to the authority himself. This cut the time required for each job significantly and ensure all regulations could be met on time and with minimum effort.

To catch up with the backlog, we created an organised filing system for paper documents, written procedures and a catalog to facilitate fast access and future filing. We scanned and saved all of his paper documents into a Dropbox folder using best-practise naming conventions. With ServiceM8 he now has very minimal paper documents as all documents related to a job are automated to save in the relevant job including photos, forms, emails, phone calls, notes, contact and billing details, payments etc. Now everything is at his fingertips when he is talking with his customers and decisions can be made on the spot. No more wasted time hunting for lost paperwork!

We provided streamlining advice and support in planning his personal, work and staff schedules to maximise the use of his time and resources and minimise time wasted on each job so he could be more relaxed and spend better quality time with his kids.

The owner asked us to set up his calendar to organise tasks into a regular routine, grouping like tasks together and allowing blocks of time for important appointments such as time with his children, working on his business, preparation for overseas trips and buffer blocks to provide flexibility. We synced the owner's calendar with his iPhone so it is always accessible. He can now sync his personal calendar with serviceM8 to block out unavailable times for job scheduling. ServiceM8 will also assist in scheduling jobs to reduce travel time and maximise productivity while on the road.

The owner asked us to develop a system to manage timely preparation of customised warranty packs immediately following booking for presentation to the client at the completion of the job. This process can be automated and simplified and the business owner can be assured that every client receives their warranty pack every time on time.

We worked with the owner to develop a procedures manual to inform staff of each action required before, during and after a job to ensure client satisfaction and government requirements are met and to facilitate smooth business systems. The procedures manual also increased the value and sale-ability of his business should he choose to go down that path in the future.

Now he can include these procedures in his ServiceM8 Knowledge articles to be accessed at any time by his field staff on their mobiles or ipads or office staff on their desktops. It makes the onboarding of new team members much faster and smoother, tasks can be completed in a standardised way and knowledge can be captured from experienced team members without them having to answer the same questions over again.