Here is the BIG LIST (ACTION: Print it out and walk around the office and see how many you have)
- Answering EVERY phone call and email enquiry into the business (you have spent money and time making the phone ring so DON' T miss any business) You could use a virtual reception company to backup your phones so nothing is missed. i.e. www.amundson.co.nz
- Record every QUOTE REQUEST you get and allow everyone to get access to it so NOTHING is MISSED or doubled up
- System for drawing up the Scaffolds (small and large scaffolds probably require different approaches)
- Provide a checklist to the people doing QUOTES and PROPOSALS so you provide a consistent service.
- Capture the POINT of ACCEPTANCE from the client (either signing it or getting back to you with approval to go ahead)
- Producing the Gear List for loading onto the Trucks (and possibly a timeframe and delivery schedule) OR do you just load the trucks up and build what you require (this means a reduced number of trips back to the yard if you mis-calculated gear requirements)
- Schedule and Resource allocation of Erect, Dismantle, Variation and Inspection visits to the worksites
- System for Checking that all Pre-work notices and tasks are completed before going onsite
- Method of recording the initial Site Safety and Hazard Assessment (photos help) plus getting alerts of previously identified hazards is also useful
- Recording what happened during the Onsite work (who was there, how long, were there any problems)
- Handover process for informing clients of a safe scaffold for working
- How to approach VARIATIONS to the original Job spec (Who pays, who authorises, the reason, how much time, was there less or more scaffold added and whats the charge)
- Generating the Invoices for Setup, Dismantle, Variation and Hire Charges
- Answering Client Requests needs a recording system to track if things are done as the client requests (this is where an online client portal can reduce staff time in answering client enquiries)
- Recruiting Staff
- Hiring, Inducting and Training staff (with records of everything they do)
- Paying staff (systems for tracking important payroll information)
- Pricing your Services (setting the prices on services and what you are prepared to charge clients. If worked out prior to quoting then you will know when a quote is un profitable and not worth pursuing)
- Paying suppliers (systems for tracking who you have paid, how much and what for)
- Monthly Financial position reporting (using an accounting system or accountant)
- Reporting to the board or management (with key indicators on the business and safety reports)
- Maintaining Vehicles and Equipment (ensuring important dates are not missed)
There are OTHER systems required to run a scaffolding company but this will give you a good checklist to review with
management. If you wanted some new software that did ALL THIS FOR YOU then give us a call or email now...
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Standly (Tuesday, 16 April 2019 19:55)
I want more information as im intrested