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Case Study – Job TrackingJodie needed the ability to be able to see her Job Status' easily in order to plan her work schedule. She told us it was really important to see what stage each of her existing jobs were at in order to plan ahead and place her resources where they were most needed. She also needed to be able to easily record and see any new or outstanding quotes so that she didn’t lose potential new customers.
Our SolutionJodie had an idea of how she wanted her app to work, she knew the information that was important to her and provided us with a concept of design. Jodie was also very keen to make the app individual to her business wherever possible. We created a design for approval based on her list of requirements, we also provided suggestions of other possible features within the app that we felt may benefit her to allow the app to grow in line with her business. As well as giving Jodie screens to show her the status of all her jobs as requested, we included screens with charts and visual representation of her job status' so she could easily see her business from a glance. Other suggestions included quick action buttons to allow her to assign jobs to the appropriate people or to communicate job progress with her clients. Also the ability to see all live jobs and quotes on a map to allow more efficient planning. After running through the options with Jodie, we proceeded with an agreed plan to include some of the suggested enhancements whilst scheduling others in for development in the future, post implementation of the main project.
Once the app was completed and all the areas that were of concern were addressed, the main features of the completed project meant that she could now use the app to:
- view a chart with visual representation of her job/quote status'
- Easily view a list of Jobs belonging to a specific status
- Record all job and quote information and track her progress on each
- View and filter a list of live jobs
- Assign jobs to particular staff
- View a list of todays' work to see what has been scheduled
- Utilise quick action buttons to email personalised updates to clients
Accounts Manager at S B Systems who have been providing software solutions and database technologies to businesses nationally and internationally for over 20 years.
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