Chain scan

Twelve questions, two minutes: where does time leak away in your chain from enquiry to accounting? Instant result, no e-mail address needed.

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Enquiry & quote

Question 1. How do you create quotes?

One by one in Word or Excel

From a template, I look up the prices

From articles and price lists, customer signs digitally

Question 2. How do you know whether a quote is still open?

By calling or searching my e-mail

I keep a list

Status is visible and follow-up is automatic

Scheduling

Question 3. How do you schedule technicians?

Whiteboard, paper or separate diaries

Shared calendar (Outlook/Google)

Planning board with travel time and skills, straight to the technician’s app

Question 4. How does the customer learn when the technician arrives?

Not at all, or we call when convenient

Manual e-mail or message

Automatic confirmation and reminder

Work order & execution

Question 5. How does the technician record the work?

Paper work order

Photos and a message or Word file

Digital work order with photos, checklist and signature

Question 6. How do hours and materials reach the administration?

Afterwards, from memory or notes

Entered at the end of the week

Straight on the work order, stock is deducted

Invoicing & payment

Question 7. How long between the work and the invoice?

More than two weeks

Within a week

The same day, straight from the work order

Question 8. How do you track payments?

Checking the bank manually

Reminding when I notice

Payment link, automatic reminders and accounting link

Maintenance, inspection & certificates

Question 9. How do you know when an installation is due for maintenance or inspection?

The customer calls, or I check Excel

Calendar reminders

Installation register with automatic intervals and work orders

Question 10. How do you produce certificates and inspection reports?

Manually in Word

From templates, sent by e-mail

Automatically from the inspection, customer finds them in the portal

Hours, HR & accounting

Question 11. How do you register hours and leave?

On paper or in Excel

In a separate package, then retyped

In the app, balances and payroll follow automatically

Question 12. How do invoices reach your accounting?

Retyping or forwarding PDFs

Monthly export

Direct link, payment status comes back

Number of field staff

Used for the time-saving estimate.