Illustrative scenario · Fabrication, Hastings
The job file nobody can find in six months
A Hastings fabrication shop quoting custom work. The estimate lives in a spreadsheet, the drawings in email, the safety docs in a folder on the shared drive, and the variations in someone's phone. When a client queries an invoice three months later, finding the trail takes half a day — and the half day is unbillable.
What I'd deploy:
- One job record per quote, created at enquiry and carried through to invoice
- Drawings, variations and safety documentation filed against the job automatically
- Quote-to-invoice handoff that carries the agreed figures rather than re-keying them
- Plain-English documentation so the process survives the person who set it up
The arithmetic to run on your own numbers: count the hours per month currently spent reconstructing job history for invoice queries and compliance requests, and price them at your shop rate. For most operators that number alone justifies the work, before any new jobs are won.