Pond Industry: Introducing Job Summary Sheets for Enhancing On-Site Communication and Reducing Mistakes
Our new Job Summary system in Business Liferaft is designed specifically for UK pond contractors, enhancing on-site communication and efficiency. This feature allows you to share detailed Quotes and Invoices with your team and sub-contractors, ensuring everyone has access to essential job information. By clearly communicating pond construction and maintenance requirements, it reduces mistakes and streamlines operations. Easy access to updated documents ensures that tasks are completed accurately and efficiently, improving your overall workflow.
Key Features of the Job Summary System
Seamless Sharing of Quotes and Invoices:
Our new web app is custom-built for Pond Contractors enables you to share the relevant parts of detailed Quotes and Invoices directly with your site workers. This means that all relevant personnel can access essential information such as the Customer Description and any Comments specifically added for Site Workers.
Easy Selection of Linked Jobs:
When creating or editing Bookings, you'll now see a new Linked Jobs input. This feature displays the most recent files, making it simple to select the appropriate Quote or Invoice for each Booking. This streamlined process ensures that the latest and most relevant documents are always at hand.
Accessible Job Summaries OnSite:
Job Summaries will be readily visible in our Mobile optimised "OnSite" interface. As shown in the circled area below, site workers can click to open the Job Summary in a new tab, providing them with a comprehensive overview of the job requirements.
The Importance of Job Summaries
Clear Communication:
By providing detailed Job Summaries, you can clearly communicate what work needs to be completed for each pre-planned task. This helps ensure that everyone involved has a thorough understanding of the job requirements and can prepare accordingly.
Reducing Mistakes:
Fixing mistakes on site can be costly and time-consuming. By making all necessary information easily accessible, our Job Summary system helps prevent misunderstandings and errors. Site workers can refer to the Job Summary for specifics on the work to be done, reducing the likelihood of mistakes.
Improving Efficiency:
With all the relevant information at their fingertips, site workers can perform their tasks more efficiently. They no longer need to rely on verbal instructions or sift through multiple documents to find what they need. This increased efficiency can lead to faster job completion and higher satisfaction for your customers.
How to Use the Job Summary System
1. Select the Appropriate Quote/Invoice:
- When editing or creating a Booking, use the Linked Jobs input to select the most recent and relevant Quote or Invoice.
2. Access Job Summaries OnSite:
- On the OnSite interface, locate the Job Summary (circled in the image below) and click to open it in a new tab. This will provide a detailed overview of the job, including the Customer Description and any specific Comments for Site Workers.
Conclusion
Our new Job Summary system is designed to enhance communication, reduce mistakes, and improve efficiency on site. By ensuring that site staff and sub-contractors have access to all necessary information, you can streamline operations and deliver better service to your customers.
Experience the benefits of improved communication and efficiency with our latest upgrade. Try the new Job Summary system today and see how it can transform your workflow and enhance your on-site operations.
