What kind of company do you run and what are some systems and processes you put in place?
Good Morning
We are a Tree services company in the UK. The systems and processes we have include adding forms to jobs for site specific risk assessments, wildlife statements, accidents, incidents and near miss forms. So everything can be reported on the job. Not wait for the guys to get back to the office to report - where they may have forgotten a small detail. We also have forms on vehicle checks, set up as a job daily and weekly jobs for Loler and Puwer checks.
On Jobber we have, in notes, notes for the surveyor for when he quotes so he can add important info for the office and then we have a second note for details for the teams. The surveyor notes only go to quote stage but the team notes are all the way through.
We also use WhatsApp to message either a group chat or one to one for things like holiday requests, details of training, schedule (in case Jobber did go down!)
All policies and HR are run from the office, including yearly forms for HAVS, hearing, medical and driver checks.
The office is the one who calls customers, books site meetings and is basically the voice behind the company. We find many people prefer talking to a human rather than a machine.
This is only some of the processes we have put in place. Basically, I do everything office based, while the teams earn the money! I enjoy the variety and working for a small company means we are one big family team.
I hope this helps you all. Please message me if you have further questions.
