EXAMPLE 02 — JOBS & WORKFLOW
Knowing where a job is isn’t enough.
You also need to know who is doing it, when it is due, how many hours it was meant to take, how many hours have actually been used, what is holding it up and what happens next.
This demonstration shows what that can look like in one simple system.
Fictional business and data. Nothing you change affects anyone else. Refresh the demo to start again.
01 / The problem
The office knows the job is “In Progress”.
The technician knows they have been there all morning.
The owner knows everyone looks busy.
But can anybody answer these quickly?
If those answers live in people’s heads, timesheets, text messages and a spreadsheet, you normally find the problem after the damage has been done.
02 / What Module 2 shows
See every job, stage, assigned person, scheduled time and due date.
See the labour allowance and the hours already used.
Surface overdue work, blocked jobs and labour running ahead of progress.
Technicians start work, record time, add notes and photos, and finish a visit from a simple field view.
When the Quote & Lead Follow-Up module is connected, a won quote can become a job without re-entering the customer, scope or accepted value.
Keep progress, checklist completion, photos, notes, blockers and next actions attached to the job.
TRY IT YOURSELF
You can click around however you like. These five actions show the parts that are easiest to miss if you only look at the screens.
04 / Planned vs actual
A useful job system should show the original allowance beside what is actually happening.
That does not automatically mean the job is bad.
It does mean somebody should understand why.
The point is to see it early enough to ask.
ILLUSTRATIVE DEMO DATA
Estimated labour 4.0 hours
Actual labour 5.5 hours
Job progress 65%
05 / Owner view + field view
OWNER VIEW / WHAT NEEDS ATTENTION?
FIELD APP / BEN THE ELECTRICIAN
Give each person the information they actually need to do their part of the job.
06 / Standalone or connected
Jobs & Workflow can operate as a standalone module.
A business can create its customers and jobs directly and use it for scheduling, field time, job progress and operational visibility.
If the Quote & Lead Follow-Up module is also enabled, the two modules connect.
Accepted quote: Q2790 · Accepted value: $15,800
Job: Warehouse LED Rollout
Fictional data illustrates the intended connected workflow. The separate demonstration apps do not currently transfer live customer data between them.
Bizeevo is intended to become a modular suite. Use Quote & Lead Follow-Up only, Jobs & Workflow only, both together, or add further modules later.
Each module works independently. When combined, shared information should flow between them instead of being entered twice.
Start with the problem you need to fix now. Add other modules later without entering the same information again.
07 / Built around your business
The public demo focuses on the parts that make the business problem obvious. A real implementation can be configured around how the customer actually runs work.
We start with how your business actually works, then configure or build what is useful.
08 / What this actually shows
It is about a business owner being able to see:
Then use the technology that makes those answers easier to get.
Maybe jobs are running over. Maybe staff time is hard to track. Maybe the office is chasing updates. Maybe the same customer information gets entered twice. Maybe you only find out a job went wrong after it is finished.
Let’s look at how the work actually moves through your business — and what would make it easier to run.
No software pitch first.
We start with the way the work actually happens.
