Time is not lost in the core business, it is lost in coordination.
The working day today
The work is done at the customer's, the administration in the evening. Enquiries, quotes, scheduling, records and invoices sit waiting until someone has time for them. SAITS automates the office and administrative work that eats time — so more of it is left for customers and the craft.
Time sink 01 — Answering enquiries
Enquiries come in by phone, e-mail and web form. Each one has to be captured, classified and answered before it is even clear whether it will turn into a job.
Hours per week: varies from client to client.
Time sink 02 — Writing quotes
Customer data, services and materials are gathered afresh for every quote. The items repeat, and so does the typing.
Hours per week: varies from client to client.
Time sink 03 — Planning jobs
Fitters, sites, appointments and availability have to fit together. Every cancellation shifts half the week.
Hours per week: varies from client to client.
Time sink 04 — Collecting records
Photos, work reports, sign-offs and maintenance records are produced on the move. Matching them to the right job happens later, or not at all.
Hours per week: varies from client to client.
Time sink 05 — Issuing invoices
Receipts, delivery notes and incoming payments have to be captured and reconciled. The later that happens, the longer it takes for the money to come in.
Hours per week: varies from client to client.
What can be automated
Enquiries · Quotes · Scheduling · Records · Invoices
01 Enquiries & appointments — Capture customer enquiries automatically, pre-sort them and coordinate suitable appointments.
02 Quotes & job preparation — Carry customer data, services and materials over into quotes and jobs automatically.
03 Scheduling & staffing — Plan and coordinate fitters, sites, appointments and availability efficiently.
04 Records & evidence — File and archive photos, work reports, sign-offs, maintenance records and site documentation automatically.
05 Invoices & back office — Capture invoices, delivery notes, receipts and incoming payments and automate the administrative steps.
What stays with people
Approvals, negotiation and judgement. What a job costs, who comes when and whether a piece of work is signed off is decided by nobody else.
How SAITS automates these five processes: AI and automation for the trades.
Whether one of them is worth it is shown by four tests. How the first workflow comes about: How a first workflow goes live in four weeks.