a day in the life of day in the life of.pdf · om crm radesman calls customer to advise on their...
TRANSCRIPT
A Day In The Life Of...
Tradesman
Morning Routine1
Chec
k Per
sona
l Pres
entat
ion
Gather
Wor
k Rela
ted E
quipm
ent
Turn
On T
ablet
Chec
k Add
ress O
f Firs
t Job
Chec
k Veh
icle
Leav
e For
Job
-Ty
res
-No
thing
miss
ing/st
olen,
-Ev
eryth
ing se
cure
-Pe
trol le
vel-
Phon
e & ta
blet
-Ef
tpos
Mac
hine
-Ba
g &
Tools
-Ke
ys
Job Routine2
Trade
sman
uses
GPS
from C
RM
Trade
sman
calls
custo
mer to
advis
e
on th
eir w
ayTra
desm
an se
lects
arriv
e on s
ite
(GPS
logs
date
and
time)
WHS
Risk
Ass
essm
ent C
omple
ted
Trade
sman
Gree
ts Cl
ient
Roll O
ut Tid
y Tra
die M
at
Inspe
ct ini
tial is
sue
Place
Tags
On H
ot Wate
r Sys
tem
Infor
m custo
mer of
optio
nsCu
stomer
Sign
s
Autor
isatio
n To
Proc
eed
Prov
ides C
ustom
er W
ith In
formati
on
Book
let, D
rip M
an &
Jelly
Bea
ns
Comple
te plu
mbing
and
safet
y
inspe
ction
Voxe
r offic
e len
gth o
f job
Uploa
d ph
oto of
wor
k zon
e (be
fore)
If nee
ded,
atten
d su
pplie
rs
Comple
te the
wor
k Ins
pect
comple
ted w
ork w
ith cu
stomer
Enter
Time S
pent
On Job
Enter
Mate
rials
For I
nven
tory C
ontro
l
Uploa
d ph
oto of
finali
sed
work
Finali
se Th
e Job
Compe
te the
invo
ice (C
RM w
rites
invoic
e with
full d
etail)
Final
Autho
risati
on S
ignatu
re
- All C
omple
te &
Satis
fied
Colle
ct Pa
ymen
t Re
cord
Pay
ment
Uploa
d Ph
oto O
f Pay
ment
Invo
ice To
Cus
tomer
Comple
te Cu
stomer
Sati
sfacti
on S
urve
y
More W
ork N
ot Co
mpleted
- Quo
te &
To C
ustom
er In
cludin
g Ph
otos
Final
Chec
kTra
desm
an le
ave &
call o
ffice t
o
advis
e com
plete
More w
ork n
ot co
mpleted
- Quo
te an
d
to cu
stomer
inclu
ding
photo
sFin
al Ch
eck
Trade
sman
leav
e site
and
call o
ffice t
o
advis
e all i
s com
plete
Office c
heck
s all c
omple
teOffic
e call
s cus
tomer
with
in 30
min
for fe
edba
ck
CRM sh
ows p
rofit m
argin
per
job
CRM sh
ows m
arke
ting
ROI
END
End Of Day Routine3
Call O
ffice A
t End
Of D
ay
Chec
k AroF
lo To
Ens
ure Fi
rst Jo
b
For T
omor
row
Remov
e Valu
ables
From
Vehic
le
Chec
k Veh
icle
Char
ge A
ll Dev
ices
-Ty
res
-Wate
r Lev
el
-Oil L
evel
-Ove
rall C
ondit
ion &
Clea
nline
ss
-Ph
one &
Table
t
-Ef
tpos
Mac
hine
-Ba
g -
Valua
ble To
ols N
ot Se
cured
Drive
Hom
e
Office
Morning Routine1
Undiv
ert O
ffice M
obile
Pho
ne
Turn
On C
ompu
ter
Chec
k Tra
desm
an A
rrive
d At
First
Job
Test
Phon
e Num
ber (
1300
)Ch
eck M
essa
ges o
n Mob
ile P
hone
Open A
ll App
licati
ons
-Ar
oFlo
-Em
ails
-Tra
cking
-Vo
xer
-Te
xt -
Missed
Call
s
Chec
k Tim
eshe
ets C
omple
te
Book
In A
ny O
nline
Enq
uiries
Book
In A
ny W
ork O
rder
s
Chec
k Email
s
Send
And
y Upd
ate-
Yeste
rday
-To
day
-Wee
kly G
P’s to
date
Daily Routine2
Job
comes
into
the of
fice a
nd g
ets
sche
duled
Office l
ogs t
he jo
b (h
idden
on sc
hedu
le)
1. Mar
ketin
g ca
mpaign
2. Cl
ient ty
pe
3. Zo
ne
CRM au
to ge
nera
tes G
PS cu
stomer
addr
ess
Office d
ispatc
hes j
ob to
trad
esman
Office s
ends
SMS
to cu
stomer
Respond To Phone Calls
Book In Jobs
Dispatch Jobs
Manage Tradesman
Manage Emails
Clea
n Hom
e Pag
e In A
roFlo
Actio
n Any
Pen
ding
Jobs
Follo
w Up
Trad
esman
With
Quo
tes
Manag
e Purc
hase
Ord
er Im
ports
Prep
are To
olbox
Mee
ting
& Tra
ining
Manag
e Age
d Re
ceiva
bles
Send
Stat
emen
ts
-Tu
esda
ys-
Tues
days
End Of Day Routine3
Disp
atch 7
am Jo
bs
Send
7am Jo
b Te
xt Mes
sage
s
Run
She
etCo
ntact
Any T
rade
smen
Still
Workin
g To
Ens
ure O
KCa
ll Pho
ne N
umbe
r (13
00)
Turn
Off C
ompu
ter
-Te
sting
Dive
rsion
-Ha
ndov
er w
ith A
fter H
ours
Clos
e All A
pplic
ation
s-
AroF
lo -
s -
Track
ing
Dive
rt Mob
ile P
hone
Bookkeeper / Accountant
Weekly Routine1
Colle
ct Po
st
Payro
ll
Reim
burse
ments
Manag
e Acc
ounts
Pay
ables
Reco
ncile
All A
ccou
nts
Make A
ll Pay
ments
Prep
are A
ged
Recie
vable
s
Repo
rt
Bank
ing
Insur
ance
s
Monthly Routine2
Monthl
y Mee
tings
Clos
e Off E
very
Month
Profi
t & Lo
ssBa
lance
She
et
BAS
State
ments
& Ta
x
Forw
ard Fo
recas
tCo
ntact
AroF
lo (If
Nec
essa
ry)