Case Study

Solar electrician — Hours saved on evening paperwork, more time with family

A solar electrician starting a new business was spending hours every evening completing his team’s paper Certificate of Compliance for Electrical Work (CCEW) forms. Maximum Efficiency helped move this paperwork on site, saving the owner hours each evening and freeing up time with his children.

A backlog and submission deadlines added pressure as he balanced running the business with family commitments. Beyond compliance paperwork, he needed manageable schedules, a consistent warranty pack process and clear procedures for staff.

We created a digital CCEW form in ServiceM8 so technicians could complete it on their phones while on site. In one action, they could email the completed form to the relevant government body and customer, with a copy saved to the job record. We also organised work, personal and staff schedules, grouped similar tasks and protected time for family and business planning. His calendar was synced with his iPhone, with buffer time for unexpected demands.

The changes reduced evening paperwork and kept documents organised and accessible. We also established a process for preparing and posting customised warranty packs and documented staff procedures, providing a foundation for consistent work and smoother onboarding. The procedures were suitable for access through ServiceM8’s Knowledge articles.

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