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Work Order Management Challenges

When I began the process of developing Cappsure, the idea was to create a tool that could be used to simply and accurately create proposals from the field. I knew that my crew leaders and foremen in the field had the ability to contribute so much more to our team if only they had a tool available to them that did not add more busy work to their already tight schedules. Within a few short weeks, foremen were contributing hundreds of dollars of proposals that our customers were happily approving.

As my team began increasing the quality, accuracy and quantity of proposals from the field, my attention turned to fulfillment of those opportunities. As I began examining these proposals I began to more closely examine how we were tracking all of our work in the field – billable and even non billable services. What I found is that as we struggled to keep up with service requests, our Work Order Woes really revolved around three key areas:

  1. Communication
  2. Accountability
  3. Documentation

As we began to develop Cappsure to address the challenges of Work Order creation, assignment and completion, it was apparent to me that a successful solution for Landscaper Work Order management must address those three areas.

(use Cappsure to drop pins and take pictures in order to initiate a Work Order)

 

Accountability

  • Who is going to get it done?
  • When does it need to be done?
  • How is the person responsible for getting it going to know that they’ve been assigned a work order?

Communication

  • Where does it need to be done?
  • What needs to be done?
  • How do we know the job was done?
  • How does the customer know it was done?

Documentation

  • Has the process been documented in an easy to understand format?
  • Has that documentation been saved somewhere that is readily accessible and, if needed?

To be relevant in our industry its not just enough to be able to check off the above boxes. Above all, it is our commitment at Cappsure, to make our App as easy to use and intuitive as possible. All the functionality in the world doesn’t mean a thing if your team isn’t using it!

(field team can close Work Orders by taking pictures and adding notes)

The Cappsure Work Order Management solution empowers every member of your team to define and assign work orders from their phones or desktop.


 

Mike Martinez is owner and president of Newtex Landscape Inc.  Mike is also a founder of Cappsure – a mobile field app especially created for the landscaping community. For more information go to www.home.cappsure.com  or reach Mike directly at mike.martinez@cappsure.com

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