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Less paperwork between the job site and the office

Contractors, builders, plumbers, electricians, field services. 7 use cases for this industry, 12 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Change orders

Change requests captured, priced, signed and billed, so extra work isn't done for free.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue highGuide

Daily job reports

Site photos, notes and timesheets turned into the daily report for the client and the office.

  1. Intake & extract
  2. Draft
Low riskValue mediumGuide

Supplier quote comparison

Quotes from several suppliers read and compared like for like, with a recommendation.

  1. Intake & extract
  2. Consolidate
  3. Recommend & optimise
Low riskValue mediumGuide
Use cases

Use cases for Construction & trades, by department

Purchasing & suppliers 1

Supplier quote comparison

Quotes from several suppliers read and compared like for like, with a recommendation.

  1. Intake & extract
  2. Consolidate
  3. Recommend & optimise
Low riskValue mediumGuide

Sales 1

Proposal drafting

First drafts of proposals and statements of work from the brief and past winning proposals.

  1. Research
  2. Draft
Medium riskValue mediumGuide

Operations 4

Job scheduling & dispatch

Jobs scheduled and crews dispatched by skill, location and urgency; customers kept informed.

  1. Route
  2. Recommend & optimise
  3. Follow up
Medium riskValue mediumGuide

Daily job reports

Site photos, notes and timesheets turned into the daily report for the client and the office.

  1. Intake & extract
  2. Draft
Low riskValue mediumGuide

Change orders

Change requests captured, priced, signed and billed, so extra work isn't done for free.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue highGuide

Safety incident reports

Incidents and near-misses recorded completely and on time; the OSHA log kept up.

  1. Intake & extract
  2. Validate
  3. Draft
Medium riskValue mediumGuide

HR & payroll 1

Timesheet checks

Timesheets checked against schedules and rules (overtime, breaks) before payroll.

  1. Intake & extract
  2. Validate
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Purchasing & suppliers 1

Steel price & surcharge watch

Mill and service-centre prices watched; quotes and price lists flagged when steel moves enough to need a surcharge.

  1. Monitor & alert
  2. Analyse history
Low riskValue mediumGuide

Sales 2

Custom quote intake (specs & drawings)

Quote requests from the web form, email or a drawing read into one spec (diameter, pitch, thickness, material, length, ends); anything missing is asked for before it reaches the estimator.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue highGuide

Quote pricing from current steel costs

A price built from today's steel and wear-option costs, shop hours and freight, drafted for the estimator to approve, with the margin shown.

  1. Consolidate
  2. Recommend & optimise
  3. Draft
Medium riskValue highGuide

Customer service 3

Warranty claims

Warranty claims checked against serial, dates and terms; approved, rejected with reason, or routed.

  1. Intake & extract
  2. Validate
  3. Route
Low riskValue mediumGuide

Repair intake & estimate (rebuild or replace)

Photos and measurements of a worn part turned into a repair job: rebuild (e.g. reflight) or replace, an estimate and a ship-in date, with the customer kept informed.

  1. Intake & extract
  2. Consolidate
  3. Draft
  4. Follow up
Medium riskValue highGuide

Appointment reminders & no-shows

Reminders, confirmations and rebooking for missed appointments.

  1. Follow up
  2. Converse
High riskValue mediumGuide

Operations 3

SOP & work-instruction answers

Staff ask how to do a task and get the answer from your SOPs and manuals, with the page cited.

  1. Answer
Medium riskValue mediumGuide

Licence & permit renewals

Licences, permits and certificates tracked, with renewals started well before they lapse.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumTemplate

Shop work order from the order

Each accepted order turned into a shop work order: cut list, material, operations and due date, checked against the quote.

  1. Intake & extract
  2. Draft
  3. Execute
Medium riskValue highGuide

Inventory & logistics 1

Freight quotes & shipping

Freight quotes for long or heavy items gathered from carriers, the best option picked, pickup booked, and the customer sent tracking.

  1. Consolidate
  2. Recommend & optimise
  3. Follow up
Medium riskValue mediumGuide

Client services 1

Implementation & integration projects

Each client implementation's plan, open items and blockers pulled from tickets, mail and meetings; slipping milestones flagged and owners chased.

  1. Consolidate
  2. Monitor & alert
  3. Follow up
Medium riskValue highGuide

HR & payroll 1

Training & certification tracking

Required training and licences tracked per person; reminders before they lapse.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumGuide