Build
Starts with a scoped workflow assessment.
Discuss a workflowJob to invoiceMapped
- RequestPhone or web
- Inbox23 unread
- HoursPaper timesheet
- Sign-offDan onlyWaiting 4 d
- InvoiceTyped up Friday
ScopeOne page
Done means
- Every request opens a job
- Hours clocked on site
- Invoice drafted at sign-off
AccessInbox, job sheet
Stays humanSign-off and pricing
Dan WhitakerAgreed · 2 Oct
Marlow4 open
Open jobsDraftLive
| Job | Customer | Step | Status |
|---|---|---|---|
| JB-4127 | GMGrace MensahSwitchboard upgradeJB-4127 | Sign-off | Waiting 4 d |
| JB-4131 | TNTomasz NowakFault call-outJB-4131 | Booked | Thu 09:00 |
| JB-4138 | HSHannah ScottKitchen rewireJB-4138 | On site | Day 3 |
| JB-4142 | LOLiam O'ConnorEV chargerJB-4142 | Invoiced | Paid 1 d |
ChecksBefore launch
- Hours match the site clock-in
- Duplicate request merged
- JB-4127 hours over the quoteDWHuman approval
- Invoice matches the price list
3 passed · 1 to a person
RunbookJob to invoice
OwnerOffice manager
Alerts#job-desk
AccessInbox, job sheet
If it failsIt stops and asks Dan
Handed overMarlow
#job-deskMon 3 Nov
- MCMei ChenMon 09:14An invoice looks offInvoice INV-0412JB-4138
- RRhythm09:52Fixed and rerunLogged in the runbook
Assessment
We map it and ask if the change is worth making.