Construction
Mobile service report: bill the same day
Technicians fill out paper reports, the office re-enters them at the end of the week, parts used are forgotten and invoices go out late. Without a client signature, some interventions are disputed.
Paper reports, office re-entry, undeclared parts, untraceable equipment history.
A mobile service report designed to prepare invoicing and enrich equipment history.
Problem
A maintenance and repair company (heating, air conditioning, multi-technical) with field technicians and maintenance contracts.
Paper reports, office re-entry, undeclared parts, untraceable equipment history.
Scoping
The service report is an invoice in the making. Approach taken: design it so the invoice can go out the same day, and so every intervention enriches the equipment history.
The tool
Technician side
- Today's interventions.
- Checklist by equipment type.
- Parts used.
- Photos.
- Time spent.
- Client signature.
- Report sent automatically to the client.
Office side
- Completed interventions ready to bill.
- Maintenance contract tracking.
- History by equipment.
- Parts to restock.
- Technician workload.
Decisions
Profitability
Identify loss-making maintenance contracts.
Sales
Offer a replacement when a piece of equipment breaks down too often.
Risk
Have signed proof for every intervention.
Organization
Optimize technician routes and workload.
Management
Measure the time between intervention and billing.
What it delivers
A service report becomes a cash flow lever and a source of replacement sales.
Describe your problem.
Your role. Your business problem. Your current workflow.
Working remotely across France, Belgium, Switzerland, Luxembourg, Quebec, North Africa and West Africa, in French, English and Arabic.
me@karimmesloub.com