Inbox triage to booked job
Emails, web forms and portal requests are read, classified by urgency and SLA, and raised as fully populated jobs in BigChange, Simpro or Joblogic.
Take the admin out of running a field team, from triaging the inbox and booking jobs to scheduling engineers and closing out reports.
Emails, web forms and portal requests are read, classified by urgency and SLA, and raised as fully populated jobs in BigChange, Simpro or Joblogic.
Jobs allocated by location, skills, parts on the van and SLA deadlines, with the day re-planned when a job overruns, so planners approve rather than build.
Engineers' photos, voice notes and forms become customer-ready reports, quotes and certificates, with no evening paperwork and board packs built from live data.
A half-day mapping how a job flows from first contact to invoice, and where it stalls.
Usually inbox triage and job creation, connected to your job management platform and live in weeks.
Extend into scheduling, quoting and reporting once the first build is paying for itself.
Inbound requests read and raised as jobs end to end, saving 75% of staff time per job.
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Automated BigChange job creation from inbound emails and safeguard SLA compliance across their client base consisting of tens of different insurance clients.