Growing workload, increasing amounts of paperwork and a need for improved planning meant BES required a job management solution to help improve its businesses operations.
ABOUT BES – JOB MANAGEMENT ISSUES
BES supply, install and maintain all types of commercial and industrial doors, including roller shutters, speed, sliding and steel personnel doors as well as barriers and gates. Having over 30 years’ experience in the industry, BES has seen an increase in the number of jobs coming through their system. This meant they were struggling to manage their workforce and incoming paperwork.
BES has a workforce of 20 employees, with 14 of these being field-based workers. The company covers the whole of Northern Ireland therefore, pushing jobs out to engineers on the road is an important element of their day to day running.
BENEFITS OF USING A JOB MANAGEMENT SOLUTION
With WorkPal, BES is able to manage their entire workflow from a remote location, allocating jobs to engineers, tracking job status and analysing data to make better informed decisions.
Alastair Dawson, Managing Director at BES says WorkPal provides a job management solution that allows office staff to easily plan jobs. This means engineers are more productive with their time. Rather than having to return to the office to be allocated a new job, information is pushed to field engineers’ mobile device and includes details of the job, materials needed, directions to site, main person of contact and history of works. This means engineers are better equipped to deal with the job effectively.
Once a job has been completed, field engineers are able to make notes on the work that was completed and what materials were used. This information is all stored in WorkPal and available for future use by other members of the team. Additional jobs can also be created by the engineer while on site via their mobile device.
Engineers receive a signature from the client as proof of completion and inspection and an engineer’s report is prepared. Invoices are automatically raised, helping with the company’s cash flow.
ENHANCED CAPABILITIES WITH WORKPAL
With all information hosted in the cloud, WorkPal’s job management solution saves BES a lot of time that was previously wasted with engineers returning to the office to receive jobs. The business is now more reactive and can handle many more incoming job requests.
The ability to track engineers has enabled BES to prioritise jobs more effectively, pushing requests to engineers that are closest to an emergency response call out. With electronic customer signatures, any queries regarding whether work was carried out are removed. Clients can see clearly who signed for/authorised the job.
WOULD YOU RECOMMEND WORKPAL?
“Yes, and have done so to at least 3 BES customers.” – Just what we like to hear!