The Trackplan Solution
Charlie was very clear about what he wanted and was quick to spot the gaps in our product. We agreed a timetable of improvements which they sponsored. Within a few months we were able to go live.
In spite of some early teething problems both sides have worked hard to make it a success and iron out difficulties.
Training was provided online over a few sessions on Zoom to Charlie alone, who then trained and rolled-out to his team (the helpdesk, restaurant managers, engineers)
Pre-Covid, they were booking up to 800 job per month. Most of these have come in from job requests created by the restaurants. Then the helpdesk has approved these job requests into jobs, which in turn have been sent out to the engineers. Then the engineers view and complete the jobs on the Resource App, often including a Risk Assessment.
Job Costs are recorded from engineer time records and timesheet contributing to monthly job and cost reports sent our to regional and group managers.
We have been very lucky to work with someone as sharp and professional as Charlie who, like many of our clients, has helped drive the product on.
I hope the Covid cloud lifts soon so they can get back to winning ways.