Every job ended with paperwork: the EICR or minor works certificate typed up that evening, the quote for the next job written at the weekend, and landlords chasing for documents their agents needed by Friday. The firm wanted the paperwork done when the job was done.
Three things kept going wrong, and each cost the business time, money or a customer.
Three agents built around the firm's own certificate templates and pricing sheet, connected to the job app and the accounts, with an electrician always signing off the certificate before it goes anywhere.
The office manager had a folder of blank templates and a rate sheet in a spreadsheet, and that was enough to start. We connected the job app and the accounts, and for the first week the agents drafted certificates and quotes that the electricians corrected on their phones before anything was sent. The corrections were mostly wording; by day eight the electricians were signing off without changes, and the office manager stopped retyping readings.
Certificates are signed and sent before the electrician drives to the next job, and landlords stop chasing because their agent has the document before they know they need it. Quotes go out the same afternoon rather than the following week, and the firm wins more of them. Two evenings a week came back to the electricians.
'I used to sit down at nine at night to type up what I'd already tested. Now it's signed before I've packed the van.'
Owner and lead electrician
Quotes were written up by the owner in the evenings, so they went out four days after a site visit and jobs were lost to faster competitors. Invoices went out late for the same reason.
Maintenance requests came in by phone, email and text and were tracked on a whiteboard. Tenants chased for updates, contractors turned up unannounced, and gas certificates lapsed twice in a year.
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