Rocket Docs

Callum Workflow

Callum Workflow

Step 1: Sales Tracking

  1. Review the Sales Board Excel:

    • Check for information on the sold jobs.
    • Note the dates when jobs were sold.

  2. Manually update Excel:

    • Create a new Excel sheet.
    • Input fields like name, date sold, roofing days, electrical days.
    • Copy relevant data from the Sales Board Excel.

  3. Cross-reference with Monday:

    • Prevent double booking by checking if the job has already been scheduled in Monday.

  4. Double-check in ServiceM8:

    • Ensure that jobs are not scheduled twice.

Step 2: Enterprise Software Usage

  1. Search for the job in the enterprise software.

  2. Examine panels:

    • Look at the type and layout of solar panels.

  3. Analyze the installation on the 3D top-down view:

    • Estimate how long it will take to install the panels.

  4. Retrieve pictures from SharePoint:

    • These pictures likely provide visual references for the installation.

  5. Estimate installation time:

    • Consider factors like the type of tiles, panel layout, and design.
    • Calculate estimated installation time based on these factors.

  6. Look at electrical aspects:

    • Likely involves reviewing the electrical requirements for the job.

  7. Check financials:

    • Examine financial data related to the job.

Step 3: Survey Management

  1. Check all survey pictures for clarity:

    • Ensure that survey images are clear and provide the necessary information.

  2. Rename pictures if necessary:

    • Rename pictures to indicate where components should be placed based on the survey.

  3. Address problems:

    • If issues are identified, contact groundworkers for assistance.
    • For example, if cables need to be run underground.

Step 4: ServiceM8 Usage

  1. Check Monday for DNO:

    • Monitor the status of the Distribution Network Operator (DNO) confirmation.

  2. Schedule jobs:

    • Schedule jobs based on a 9-week timeline from DNO confirmation (preliminary scheduling).
    • Note that scheduling can't be completed until DNO confirmation is received.

  3. Put schedule into the calendar:

    • Add job schedules to the company's calendar.

  4. Schedule scaffolding and materials:

    • Ensure scaffolding and materials are scheduled a week before the installation.

  5. Use ServiceM8:

    • Add notes to jobs if Callum is off or if there are changes to the job.

Step 5: Monday Scheduling

  1. Insert the installation start date into Monday:

    • Begin the scheduling process in the Monday software.

  2. Manage scaffolding:

    • Schedule the erection and removal of scaffolding.
    • Scaffold removal typically occurs two days after the electrical work is completed.

  3. Coordinate delivery dates:

    • Ensure that materials and equipment are delivered as needed.

Step 6: General Responsibilities

  1. Handle customer queries:

    • Address inquiries or concerns from customers.

  2. Address on-site problems:

    • Deal with issues that arise during the installation process.

Additionally, there is a note about sending auto emails related to DNO updates, suggesting that Callum may also be responsible for communicating updates to customers or relevant parties as necessary.

Edit this page on GitHub

Next

Introduction

On this page