If your business is in the service and dispatch repair industry, you know that workflow management can be tricky. While you most likely can track finances, plan work orders, and manage employees within their location, you might find that managing workflow out in the field is more difficult. JobOps, an add-on for Sage ERP products (read more about that here), is specifically designed for businesses that frequently find themselves with custom projects, in unpredictable locations, and with atypical job budgets.
JobOps manages workflow in the field by controlling:
Costs
One of the scariest issues a field service organization can face is the ever-mounting budget of a job. “Under promise, over deliver” should be the goal of any business, but this is difficult to do without accurate, real-time information. JobOps is designed to give real-time tracking of actual costs versus budgeted costs. In addition, if you are facing an over-budget job, knowing the real-time costs gives you the opportunity to communicate with customers, plan for changes, and offer better service.
Scheduling
Workflow management requires being able to take time and numbers and see them graphically. Most people cannot do this naturally, so there are programs that do it for you. A good workflow management program gives you graphical analysis, alerts for reaching material and other limits, and the ability to use point-and-click interfaces to reschedule. Good programs also allow you to see any changes you make immediately.
Streamlining
From sales orders to work tickets to final invoices, a multitude of business systems lose data. Your employees need to know what they are repairing, your billing department needs to know what to bill, etc. JobOps makes it easy to streamline information from the sales team and customer service desk to the field repair/service technicians and back to billing.
JobOps management system is designed to integrate with your Sage ERP system for managing your entire workflow and giving you tools to succeed.
Contact Oates & Company for more information about JobOps and other business-improving products.
