Electrical
Inspection and breakdown on the installation, not on a second list.
Microsoft Business Central is the ERP. The periodic inspection and the breakdown sit on the electrical installation, not in a calendar beside it. The standard stays ready for updates.
Where it snags
- The periodic inspection lives in a calendar outside the ERP.
- Breakdown, material and travel never reach the installation.
- Project fit-out and later service are two lists.
- Hours from the van do not land on the job.
What runs in the system
Quote and job
The install is a project. The breakdown afterwards is a job on the same installation.
Material and van
What the engineer takes goes from stock to the van and from there onto the job.
Hours and time-and-materials
Labour and travel are booked on the visit, not in a sheet at night.
Installation and service
Inspection, report and the next due date hang on the installation.
Invoicing
The invoice comes from the visit. Nobody retypes hours and material.
Job costing
Quote and actual stay comparable while the job is still open.
How it runs
The inspection is scheduled on the electrical installation. The report hangs on the job, the next due date on the installation, not in a calendar outside. A breakdown in between becomes its own job on the same installation. Material from the van goes onto that job, with travel and hours. The invoice comes from this visit. The first install stays a project, kept apart.
Estimating and measurement stay in the specialist program if the company already uses one. Connect it. Do not rebuild it.
Start a no-obligation processTell us where it snags. We will say whether it fits.