S
SRE
what would you look for in an IT system to make life easier and has anyone found it?
I'd like to see:
Remote access and backup, so if I'm out at a customer's and another wants some info I can access it wherever I am.
Regular, reliable updated info for the MCS manuals, I don't want to have to think about updating and recording different versions.
Sensible options for pricing jobs that takes into account the fact that all jobs are priced separately rather than on a bog standard swings & roundabouts method
Jobsheets created easily, matched with purchase orders and filed in the customer file.
Easy methods of recording conversations you've had with your customers so that when the jobsheet is produced the installer is going to the job understanding what has been discussed before.
Tick boxes on the purchase order that can be used to confirm that delivery has been received and another column to confirm the invoice is correct and has been passed for payment.
A way of importing photographs onto a survey sheet once the survey has been completed.
Sensible agreements and excellent support for a reasonable cost.
Ability to access my data at any time and back it up onto my own system for added security.
A really easy way of assessing my margins and profitability at a glance, as well as calculating conversion rates etc.
What else would you look for ?????
I'd like to see:
Remote access and backup, so if I'm out at a customer's and another wants some info I can access it wherever I am.
Regular, reliable updated info for the MCS manuals, I don't want to have to think about updating and recording different versions.
Sensible options for pricing jobs that takes into account the fact that all jobs are priced separately rather than on a bog standard swings & roundabouts method
Jobsheets created easily, matched with purchase orders and filed in the customer file.
Easy methods of recording conversations you've had with your customers so that when the jobsheet is produced the installer is going to the job understanding what has been discussed before.
Tick boxes on the purchase order that can be used to confirm that delivery has been received and another column to confirm the invoice is correct and has been passed for payment.
A way of importing photographs onto a survey sheet once the survey has been completed.
Sensible agreements and excellent support for a reasonable cost.
Ability to access my data at any time and back it up onto my own system for added security.
A really easy way of assessing my margins and profitability at a glance, as well as calculating conversion rates etc.
What else would you look for ?????