0413 462 217
Located In Newcastle, NSW
Through rapid growth, they found their current system of managing client projects was not sustainable. It consisted of emails, a whiteboard, calendars and too many phone calls. The admin staff would enter the lead details into Xero and send an online quote for client acceptance. They needed a better way to manage client timelines aligned with staff and contractor schedules. Although their process was stringent, the system was open to error with manual data entry across different platforms. It also relied heavily on the director’s involvement.
Safety was also a key driver for change. It is of high importance throughout the entire team. SWMS compliance was completed using manual paper-based forms. The company needed these forms to be electronic attached to relevant jobs and sent to organisation.
Not all of the team were tech-savvy, yet it was important for the whole team to be involved. The solution had to be easy to use and accessible through mobile devices.
When conducting our analysis, ServiceM8 was the right solution for the client. A job management software that combined modern technology and simplicity. First, we integrated ServiceM8 with Xero and adapted their current processes with minimal disruption to their business. Next, we established their profile in accordance with their brand. This included adding logos, setting company terms, scripting communication templates, customising job-winning quotes and invoices. We also formulated electronic SWMS for staff to fill out on the job while using their IOS device.
For the success of the implementation, the final part was training. This was delivered in two levels. One for the key admin staff to ensure they seamlessly create, allocate and communicate throughout the job process. The second was for their field staff. This was to familiarise them with the mobile app and demonstrate ServiceM8 in field conditions.
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