We are a construction specialty product company that might be required to visit a job site multiple times throughout the installation process for our products. The period of time might be several months between our initial installation and the final product startup.
Today, we create an Estimate (Striven Sales Order) and send to customer. Really need to know profitability of Estimate after approval much like system shows for Quoted Estimates / Sales Orders. We measure Quoted Profitability vs. Actual to determine if Sales or Operations is the issue on a job.
Initial Installation Trip:
- Task is created for Installer
- Pick List is Printed to document which items are taken out of the warehouse
- Installer documents which items are used during installation on Task.
Second Installation Trip:
- Task is created by duplicating Previous Task
- Pick List is Printed to document which items are taken out of the warehouse
- Installer documents which items are used during installation on Task. During either of these trips, additional items might be utilized on the job. In some cases, less items might be used if the job can be done an easier way.
Installers might take extra material with them on truck or bring back excess material estimated for the job.
After final trip, final invoice needs to be prepared for actual material used on the job in order to keep our inventory accurate.
Would like to understand how other Striven Users / Businesses are keeping this information Accurate.