The starting point
The field technicians filled in their work reports on paper. In the office, the times were then entered a second time and the invoices were copied from the reports by hand. That took several days every time.
On top of that, surcharges had to be recalculated one by one, and whenever a report was missing or illegible, the search began.
Our approach
Before we developed anything, we looked at how a working day at HF Elektrik runs today, on site and in the office.
Workshop
With Managing Director Rupert Franz Frühwirth, we worked out where the paper report costs the most time and what should change first.
From report to invoice
With field technicians and the office, we traced the path from work report to times to invoice.
Requirements
The requirements document describes the daily report, the surcharges and who in the team can see and edit what.
First module
The digital daily report with time tracking came first, because it ends the double data entry straight away.
The solution
The daily report now runs digitally on tablet and smartphone, even without a connection on site. Photos and the customer's signature are captured right there.
The times flow into time tracking automatically, including surcharges. The office exports the data for payroll at the push of a button instead of typing it up.
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