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Call-outs, and no contract.

Ask which customers keep calling you out for reactive field service work without a maintenance contract. Their jobs in BigChange, Joblogic or Simpro are grouped by customer, and anyone already on a PPM contract is left out. A workbook comes back, highest spend first, with the jobs and the contact.

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how it runs
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how it runs

From the question to a logged opportunity.

Dan asks on Monday morning. This is the grouping behind the answer, the workbook, and Fenwick Lettings logged for a call.

01

Grouped

Reactive jobs are grouped by customer, and anyone who already has a PPM contract is left out.

Only the ones with no contract

01 / 03
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before and after

The same call list, two ways.

Dan's question on Monday 12/10: who had 3 or more call-outs this year, and no PPM contract.

  1. The customers

    Without Centrus: Remembered, if at all

    With Centrus: 17 customers, from this year's jobs

  2. The spend

    Without Centrus: Added up from old invoices

    With Centrus: City Medical, £4,860, at the top

  3. The contact

    Without Centrus: Looked up one by one

    With Centrus: On the workbook, with the jobs

  4. The follow-up

    Without Centrus: Left until someone has a gap

    With Centrus: Fenwick Lettings logged the same morning

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in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Customers on reactive work with no service contract" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

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