Systems for Managing Trade & Service Business Workflow…

Which of THESE COMMON SYMPTOMS of WORKFLOW STRESS Effect You?

• Are you STRUGGLING to MANAGE and PROCESS your daily paperwork trail?
• Do you WONDER where your TRADES or SERVICE Team are during the day?
• Are UNBILLED PARTS and LABOUR costing you a fortune in LOST PROFITS?
• Does INVOICING seem to be going out LATER all the time?
• Is MOBILE STOCK CONTROL a nightmare with ENDLESS VISITS to Suppilers?
• Do your Service Team REGULARLY running out of CORE STOCK ITEMS?
• Are you having trouble COMPLYING with your on-site OH&S Obligations?

Almost every Trade and Service Business suffers to some degree from what we call Workflow System Stress, and it costs the Business Owners a fortune in lost Productivity and Profitability, not to mention significant STRESS and FRUSTRATION as a result of dealing with the associated problems on a daily basis.

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Some SIMPLE SYSTEMS and STAFF TRAINING can help Fix Things...
Over the past 10 years we have helped many Trade and Service Businsses in particular to overcome these type of common problems often just by showing them some Simple Systems and assisting them to get staff on board with improving the business in general.

There are also some GREAT SOFTWARE PACKAGES available for businesses with more than 2 or 3 service team which can automate these systems and manage workflow in on a REAL TIME Basis. The System we recommend can take care of Allocating your Jobs, Automating your Quoting process, Managing your Projects and keep them on budget look after your Time Billing, Service Work and on-site OH&S Obligations.

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So Where Do We Start with Improving Things for our Clients?
Well the ultimate goal should be to go paperless for most, however the old saying Garbage In = Garbage OUT it totally TRUE, so we help to get the core processes in the business in order first.  Here is how we would attack the problem in the typical Trade or Service Business.

• Logical Part Numbering System for everyone to use will help to minimise mistakes and avoid confusion as well as account for all Parts and Labour that needs to be billed out. If an Automated System is to be implemented later, this becomes a core componant for linking everything together...
• Structuring Paperwork and Work-Flow Correctly will ensure that all Parts and Labour are accounted for correctly and passed on promptly for processing. The Internal Office Systems also need to be streamlined to ensure accurate and timely manner. This step makes a HUGE DIFFERENCE in the operations of the business...
• Effective Stock Control System for both Warehouse and Mobile Units is another area we look at to ensure that everything runs smoothly and PROFITS are MAXIMISED. We integrate Stock Control with our Logical Part Numbering System to ensure that all Products used on jobs are BILLED OUT, and not GIVEN AWAY as a result of being unaccounted for. The System will also avoid UNNECESSARY TRIPS to SUPPLIERS for core products that should be carried in the Service Vehicle.
• Regular Structured Team Meetings are another KEY COMPONENT to ensure that your team implement the required changes in the business correctly and get on board with assisting you to continually improve your business with you.
• The RIGHT Paperless Business Management System is the final Piece of the Jigsaw if you have more than 2 or 3 Service Team. When combined with the above strategies, the right system can be the BEST INVESTMENT you ever make in your business. It will lock in your processes and achieve MAXIMUM PRODUCTIVITY! But beware, some systems on the market may not suit your business needs and may also become a money pit with with endless hardware and software upgrades and User Licenses to be paid for. Many are also totally unsuited to the Trades and Service Industries as they are just expensive Ad-Ons to Accounting Software or Scaled Down versions of systems designed for large corporations.