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Electrical installation tracking without spreadsheets
A system for an electrical installation company: documentation, installation, rotational shifts, warehouse and installers' pay in one place, with an installer portal on the phone.
- work orders a month went through with no office involvement
- 893
- installers work in the system
- 51
- log in to their portal every month
- 47
// Client
An electrical installation company with installers on site and a rotational shift schedule.
// Before
Work was run in a dozen spreadsheets: shifts, tickets, warehouse, workwear, the as-built documentation register, payroll. Pay was calculated by hand, and an extra or missing ticket only surfaced on the day of the flight.
// What we built
A system that mirrors the client's processes, with no extra buttons:
- 01registers of as-built documentation, fixture installation and acceptance, shifts and tickets, warehouse, workwear, installers' pay;
- 02pay is calculated automatically from accepted fixtures, and bonuses for extra work come from points set by the engineering staff, under the client's own rules;
- 03tickets from SmartWay are matched against shifts in advance;
- 04workwear is ordered by actual sizes and grouped by supplier; issuing and audits go through the installer portal;
- 05the warehouse runs on data collection terminals; negative stock is highlighted and the people responsible are notified;
- 06every installer has a portal on the phone: completed-work requests, accruals, tickets, documents, requests from the office;
- 07access rights are set by section and role.
Process map
01
The installer submits work in the portal
02
The engineer accepts it
03
Pay and bonus are calculated automatically
04
The accrual shows up in the portal
01
The installer submits work in the portal
02
The engineer accepts it
03
Pay and bonus are calculated automatically
04
The accrual shows up in the portal
// Screens
Project list: each site has a code, contract number and term, and completion status. A summary on top shows how many contracts are completed, in progress or missing.
// Integrations
Hover over a service to see what the connection does.
- Bitrix24
- SmartWaytickets are matched against shifts in advance
- Kontur.KEDO
- Data collection terminalswarehouse: negative stock is highlighted and the people responsible are notified
- SmartWay
- tickets are matched against shifts in advance
- Data collection terminals
- warehouse: negative stock is highlighted and the people responsible are notified
// Results
| Metric | Value |
|---|---|
| Installers in the system | 51 |
| Log in to the portal monthly | 47 |
| Work orders with no office involvement | 893 a month |
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