App for scheduling and admin automation
To meet the client's requirements, I developed a Progressive Web App (PWA) designed specifically for scheduling and administrative tasks. With its user-friendly interface and powerful automation tools this solution has helped the client to speed up their work and free up time to focus on other important aspects of their business
Managing the schedules of multiple contractors can be a complex and time-consuming task. With customers frequently requesting adjustments, it can lead to a lot of calendar shuffling and make it difficult to maintain an accurate schedule. The PWA alleviates these problems.
The team now solves the problem by assigning scheduling parameters that generate bookings into the future and show contractors their daily tasks. This eliminates the need for manual scheduling and ensures that even small customer requests are not missed. The result is a more organized and efficient system that saves hours of work every week.
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Intuitive Schedule Builder
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Managing the schedules of multiple contractors can be a complex and time-consuming task. With customers frequently requesting adjustments, it can lead to a lot of calendar shuffling and make it difficult to maintain an accurate schedule. The PWA alleviates these problems.
The team now solves the problem by assigning scheduling parameters that generate bookings into the future and show contractors their daily tasks. This eliminates the need for manual scheduling and ensures that even small customer requests are not missed. The result is a more organized and efficient system that saves hours of work every week. -
Customer Relationship Management
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With hundreds of clients it can be difficult to keep track of what work is done for them, what they were last told on the phone, when they're open or how they like to pay among other things.
By building a Customer Relationship Management (CRM) system right into their app it makes it one place where they can organise the schedule and communicate with customers with confidence and accuracy. -
Job Reports
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A lot of cleaning happens out of office hours, so what happens when a customer insists that nobody arrived to do the job, while the contractors insist they did? This was a costly issue due to refunds being provided and needed a solution.
The app solved this by having contractors submit photos of their work when they finished the job, only taking a few seconds to complete for the contractor. These photos are time stamped, and compiled into a job report that can be sent to the customer on request.
Automatic Features
Running the day to day of a business is a time consuming job. Many tasks though, don't need a great deal thought (importing a bank feed), are just calculations (how much a contractor earned) or matching one thing with another (reconciliation).
These are solved using automation. Some solutions are simple algorithms, others require more intelligence but can still be automated with pattern matching, deep learning or AI.
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Contractor Management
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Even though the time-consuming problem of managing schedules was solved, there still needs to be organisation behind a contractors availability, earnings, and even government regulated insurances.
By integrating schedules, customer invoicing and job completion metrics, it was only a small step to producing contractor earnings for payroll. Contractors also have their own area where they can see how much they earn each day. Contractors can also upload their insurances and have the app automatically remind them to update these insurances when due. -
Bank Transaction Feeds
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A critical feature of any accounting software is receiving and categorising bank transactions. Australian Banks have typically made this process difficult and only partnered with expensive corporate accounting systems.
In the last few years the Australian Government have legislated that banks improve the way we access our own data, bringing it up to date with modern integration standards. By partnering with authorised Data Recipients, importing transactional data allows a symbiotic full service app. -
AI Powered Reconciliation
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Some reconciliation can happen with a deep learning algorithm. But there is still a gap preventing it from being fully automated due to the complexity and variation of invoices structure.
Artificial Intelligence allows that gap to be bridged. Invoices and bills that are emailed to accounts, or just uploaded to the app can have their content (including any attached documents) intelligently understood and categorised.