Sample Systems Review
A sold job, from signed order to first invoice.
Current and proposed, for the same five steps: CRM, Scheduling, Approval, Workforce, Accounting.
- CRM1
Current: The sold job is retyped from the CRM into scheduling. FixConnect the CRM to scheduling. Scope: Small.
Scheduling - Approval2
Current: Crew approval happens in email, so nothing records who approved. FixMove crew approval into scheduling, with a record. Scope: Small.
Workforce - 3
Current: Hours reach accounting in a spreadsheet, by hand. FixSend checked hours to accounting. Scope: Medium.
Accounting
Next step: Start with fix 1. It is small, and it makes fixes 2 and 3 easier.