Electrical Services
Electrical Services: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Service calls stay on the phone, so nobody knows which crew is where.
- The post-survey quote and the materials actually used never match.
- Van stock is not tracked, so consumables cannot be billed to the customer.
- Earthing measurements and conformity certificates get lost in folders.
Workflows
From call to work order
- The service call is logged with address, fault description and urgency.
- The work order is assigned to a crew; if a survey is needed, a quote is produced.
- The approved quote becomes a work order and is put on the calendar.
From consumption to certificate
- Cable and materials used are deducted to the work order as consumption.
- The earthing measurement value and conformity record are attached to the work order.
- When the job closes, the invoice is issued; the certificate is kept in the customer file.
Documents
- Service call record
- Survey and quote form
- Work order and consumption list
- Earthing measurement report
Reports
- Open and closed work orders
- Material consumption by work order
- Workload by crew
- Measurement and certificate expiry tracking
Metrics
- First response time
- Work-order closure time
- Material cost per job
- Quote acceptance rate
Compliance
- Electrical Indoor Installations Regulation
- Earthing measurement and periodic inspection obligation
- Occupational health and safety records (working with electricity)
Glossary
- Service call
- The request record that starts a work order
- Site survey
- The on-site assessment the quote is based on
- Consumption
- A stock issue deducted to the work order
- Earthing measurement
- A conformity record tied to the work order
FAQ
Can I gather service calls on one screen?
Yes — the call is logged, becomes a work order and is tracked with crew assignment.
Can I turn the survey quote into a work order?
Yes — the approved quote is carried into the work order together with its lines.
Can I track van stock?
Yes — the van is defined as a warehouse; when consumption hits the work order, stock updates.
Can I record earthing measurements?
Yes — the measurement value and report attach to the work order; an expired measurement raises an alert.
Can I see profit per job?
Yes — material consumption and labor post to the work order, so per-job profit comes out.
