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YES |
NO |
| Does your company have a dedicated service manager for communication & dispatching? |
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| Approximately, how many service technicians do you have? |
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| What accounting system is being used for capturing service department financial information? |
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Detail |
Summary |
| Are most invoices to the customer showing labor & material details or summary totals? |
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| Where do you get pricing for materials? |
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| Approximately, how many Service/T&M calls do your techs handle per week? |
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YES |
NO |
| Would it be important to have a dispatch board on the computer showing your techs/trucks job location, next job/call and future jobs or work load? |
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| If techs perform maintenance or inspection work, how many total contracts/agreements do you have? |
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YES |
NO |
| Are all service calls that come in being tracked against all work being performed or tickets handed in? |
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Computer |
Manual |
| Are work orders generated from your computer or manual/pre-printed forms? |
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| From the time the work is complete in the field, how many days, on average, for the tech to turn in the work order & the office cost, price & bill it to the client? |
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YES |
NO |
| Are billable hours for each tech being compared to their time card? |
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| Are profitability reports available & accurate on service, maintenance & inspection work? |
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Trucks |
Stock |
| Are materials purchased specifically for trucks or stock? |
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YES |
NO |
| Is it important to track material quantities, stock value & on hand in trucks or the warehouse? |
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| Has the staff considered wireless remote handheld devices (cell, laptop, blackberry, etc…)? |
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| From your perspective, what are the key items you feel would improve efficiency and productivity within your service department? |
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