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Installation & maintenance
An installer works at its customers' sites, with crews on the day board, regular maintenance visits, the equipment it installed by serial number, and payment in stages.
An installer fits and looks after equipment at its customers’ homes and premises: solar systems, water heaters, pumps, air conditioning. Kila runs each survey, installation and service visit as a job at a site.
What is special
Link to this section: What is special- Work at a site comes first. In Take a job in, an installer sees Work at a site first: the Visit, the Site address, a Landmark or directions, the Contact on site, Access notes and the Scope of work.
- The Day board: “Site visits by technician or crew.” Visits are booked for a crew, and the technician taps On my way and Arrived on their phone. See Tell the customer you are on the way.
- Regular visits: “Contracts with customers for work every so many days.”
- Equipment installed: “Every inverter, battery bank, water heater and pump the business has installed or looks after, by serial number, with the site, the customer, the warranties and every visit.”
- Payment stages on a site job’s card: “Ask for a deposit, then progress and the balance, with any retention held to a date.”
The menu section is Sites: Day board, Front counter, Job board, My visits, Quality checks, Regular visits, Equipment installed, Parts desk, and the rest.
How Kila sets it up
Link to this section: How Kila sets it upThe main screen is Job board.
Rules it follows:
None. Kila's standard rules apply.
Its words:
| Most businesses | Installation & maintenance |
|---|---|
| product | part |
| sale | job |
| receipt | job receipt |
| staff | technician |
Its set-up steps
Link to this section: Its set-up steps- Business details and KRA PIN
- Branch and workshop
- Services and prices
- Labour rates and operations
- Parts and materials
- Technicians
- Regular site visits
- M-Pesa till or paybill
- First job
Its home page
Link to this section: Its home page- The workshop today
- The front counter today
- My jobs
- Waiting for the quality check
- The parts desk
- Jobs by stage
- Work in progress by age
- Jobs overdue against promised date
- Technician workload
- Ready for collection and unpaid
- Parts to order
- Labour and parts sales this month
- Follow-up calls due
- Payments waiting for confirmation
- Approvals and reviews waiting
- Licences, permits and returns due
- Services due and reminders
Roles it starts with
Link to this section: Roles it starts with- Service advisor: Checks customers’ work in, writes estimates, gets approval, and hands over and takes payment at collection. No assigning.
- Parts clerk: Keeps parts: receives, issues to jobs, orders parts for jobs, counts and sells over the parts counter. Adjustments go to approval.
- Site supervisor: Leads crews at customers’ sites: assigns the work, records site visits and checks the work with the customer before hand-over.
Where to go next
Link to this section: Where to go next- Jobs and repair: everything an installer shares with other workshops.
- Site supervisor: the crews’ day.