Work Order Management

Work order management systems help you easily track and manage work orders. We have delivered customized SharePoint work order management solutions that automatically generate quotes and invoices in Xero or QuickBooks. It also captures customer requests from WordPress websites and schedules subcontractors’ timetables.

The Client Company

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Have you ever wondered how to manage certain tasks and how to make sure those tasks are being done on time?
When you want to make sure that a certain task is performed correctly and on time, work order management systems can be an excellent tool. You can easily create new tasks and assign them to the proper staff members. then they will receive notifications from the work order management app on their smartphone or tablet and notify them about the new task, it also sends notifications to ensure they are aware of any changes you make to their scheduled tasks.

This was exactly the problem our client was facing, due to the lack of a proper work order management software, some tasks were missing which led to customers dissatisfaction.
Kleen Condition is a leading Canadian home service business with decades of unrivaled experience in asbestos and mold removal. In particular, they needed work order management on Office 365. The company has gained an excellent reputation all over Southwestern Ontario as a result of carrying out numerous successful commercial and residential projects. The high number of daily customers had created tons of problems for the team. In particular, they needed work order management on Office 365. 

The Kleen Condition company has been in business since 1989 and uses certified staff to provide home services by the highest standards. These standards follow certain procedures like Ontario Regulation 278/05. They were looking to eliminate the challenges through automating and streamlining the workflows. To overcome the issues, they came to 365 Digital Consulting for SharePoint work order management solutions on Office 365.

Happy customers of 365 digital consulting

CLIENT

Kleen Condition work order management
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INDUSTRY

Mold and Asbestos Removal, Commercial Cleaning

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TECHNOLOGIES

PowerApps Development
Power Automate
QuickBooks integration
Xero integration

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Challenges of lacking a work order management system

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Lacking a proper work order management system may cause several problems for example sending prices to customers and offering them the required service, were sometimes forgotten.
There was no clear indication of the latest order status for each customer.
They lost a good number of customers due to poor customer experience.
Team members had difficulty accessing the data in an efficient manner.
There were two major disadvantages to lacking an integrated system. Firstly, they had to utilize several applications to accomplish their objectives and secondly, human error made everything more challenging than it had to be.

These hurdles, along with high levels of customer dissatisfaction, incentivised Kleen Condition into thinking about a process automation solution using Microsoft 365. The company intended to have everything in one comprehensive Office 365 platform with customized features that were tailor-made for their specific needs.

Furthermore, the company used an accounting system called QuickBooks for draft and invoice issuance, and Xero system for their finance. They had to enter the same data into three separate databases; accounting system, internal system, and the shared calendar with subcontractors. Lacking a proper work order management system was cumbersome, and it was a waste of time that could be spent on other activities.

The client asked 365 Digital Consulting to plan and implement a SharePoint work order management system on Office 365 to overcome these difficulties.

How did work order management solution on Office 365 help?

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365 Digital Consulting helped Kleen Condition by utilizing process automation for small business on Office 365 to address the issues they had been facing. The solutions consisted of three main elements:

  • PowerApps for unique mobile app
  • SharePoint for data storage
  • Flow for automation

Using PowerApps, we designed a SharePoint work order management solution on Office 365 that would add new tasks to the app right after the customer’s call. This way, the most current status was reflected in SharePoint. For example, the status would be changed to “Price Sent” automatically after sending the price. Next by integrating QuickBooks, Mailchimp, and TextMarketer with SharePoint/Office 365, all the customer agreements, coordination with subcontractors, issuing the invoices, and approvals, were all displayed in SharePoint by a change in the status tag.

Additionally, Kleen Condition was eager to perform all the tasks in a single application. We utilized Microsoft Teams software as they had already purchased a license for it. So they could use MS Teams as a central hub, in this way they can benefit from all the work order management solutions and capabilities without switching between different apps.

By Xero integration and Quickbooks Integration with SharePoint, the accounting information would be integrated into the three mentioned systems without multiple data entries. Also using TextMarketer and MailChimp integration with SharePoint, new functionality was brought to the company that allowed them to send the necessary emails to customers and to get reviews from clients automatically.

Results of SharePoint work order management solution

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After the implementation of SharePoint work order management on Office 365 using PowerApps, team members could find out about the ongoing process tags, the customer waiting list for prices, and site visits with just a simple search. In essence, the whole workflow was automated.

The Microsoft Teams software likewise facilitated many tasks for them. It not only provided them with a PowerApps tab for the mentioned challenges, but also allowed them to record phone calls and meetings with customers.

The integrated SharePoint work order management solution using Office 365 helps KleenCondition expedite the flow of documents and makes it easier to find certain information within the system. Work order management software helped our client to keep their work orders on track and ensure that the assigned tasks are completed as efficiently as possible

FAQ

FAQ

Work order management solution on Office 365 provides a centralized place for all the information about the job or work order and its status. It allow the business owner and managers to monitor real-time status, updates job, track completion and to indicate the process from beginning to completing of that task or job.

It will help to:
– Streamlined workforce management
– Show Task realtime status
– Improved Planning
– booking and scheduling
– Facilitates working with contractors and sub contractors.
– Improve customer satisfaction.
– Eliminates Paperwork
– Automate and streamline process

A comprehensive WOM solution consist of:
– Built-in CRM
– Scheduling
– Quoting
– Email Communication between contractors, client, office
– Scheduling
– Job form
– Job search and filtering
– Work order status
– Invoicing
– Reporting

Lacking a proper work order management system can cause several problems such as missing work order and failure to do the job, reduced customer satisfaction, chance of not invoicing or receiving payment once job is completed, inability to track jobs and priorities, and there would be no clear indication of the latest order status at any moment.

Other Case Studies

Other Case Studies