Job sheets that stop being driven back to the office
The problem
Engineers fill in carbon-copy job sheets on site. The top copy comes back to the office in a van, sometimes days later, where administrators type them into the job system and chase the ones that never arrive. Invoicing waits on the paperwork, so cash comes in late.
What we'd build
A Power Apps job sheet on the engineers' phones, working offline in plant rooms with no signal, with photo capture and a customer signature. On sync, a flow writes the job to Dataverse, files the photos, and raises the invoice draft automatically when the job is marked complete.
What changes
Paperwork reaches the office the same day rather than the same week, and invoicing stops waiting on a van. Time released from rekeying could be used for credit control.
What we'd baseline first
- Administrator hours a week spent typing job sheets
- Days between a job being completed and an invoice raised
- Proportion of jobs sheeted on the day they were done