=Proposal Maker=

The Proposal Maker app works on the same concept as the Lead Generator App, using a ''wizard'' to guide the user step by step and avoid missing or skipping information.

The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.

The series of images below display each section with brief descriptions
Below is the main screen where the surveyors can see all assigned activities and filter them by date.

[[File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg|250px|thumb|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Screenshot 20220805-054001 Proposal Maker.jpg|250px|center]]

For each task, they can directly contact the customer and the opportunity owner.

[[File:Photo 2024-09-12 16.32.42.jpg|250px|center|thumb]]

[[File:Photo 2024-09-12 16.40.28.jpg|250px|center]]

They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.

[[File:Screenshot 2024-09-05-12-20-00-959 com.google.android.apps.maps.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-20-13-372 com.pothole.etechnician.jpg|250px|thumb|center|3]]

If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.

[[File:Screenshot 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg|250px|thumb|center]]

If they were to add more repairs, they first need to take a ''before picture'' of the damage.

[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-22-53-084 com.android.camera.jpg|250px|thumb|center]]

After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.

[[File:Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg|250px|thumb|center]]

In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.

[[File:Screenshot 2024-09-05-12-23-34-539 com.pothole.etechnician.jpg|250px|thumb|center]]

Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.

[[File:Screenshot 2024-09-05-12-24-30-635 com.pothole.etechnician.jpg|250px|thumb|center]]

Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.

[[File:Screenshot 2024-09-05-12-24-38-294 com.pothole.etechnician.jpg|250px|thumb|center]]

The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.

[[File:Screenshot_2024-09-05-12-21-20-799_com.pothole.etechnician.jpg|250px|thumb|center]]

The surveyor must upload a picture of the damage before choosing the product or required type of work.

[[File:Screenshot 2024-09-05-12-22-53-084 com.android.camera|250px|thumb|center]]

Finally, the wizard will ask the surveyor to add any notes.

http://18.207.158.143:8080/index.php/File:Screenshot_2024-09-05-12-24-38-294_com.pothole.etechnician.jpg

And a pop-up window will ask for confirmation to close the proposal.

[[File:Screenshot 2024-09-05-12-25-43-437 com.pothole.etechnician.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-26-14-093 com.pothole.etechnician.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-26-50-759 com.pothole.etechnician.jpg|250px|thumb|center]]

[[File:PM-21.png|500px|thumb|center]]

=eTechnician 2.0=

[https://crm.potholerepair.com/appStore/ Download it here]

Our technicians use this app for two main purposes:

To check-in, to upload their time card, the truck inspection, and inventory.
To access all jobs, dispatches, and surveys assigned to them
This application is solely for our employees' use and not for external users.

[[File:Imagen numero 1.png|250px|center]]

From the main screen, our technicians can view both the Dispatches and Surveys assigned.

[[File:Imagen numero 2.png|250px|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Imagen numero 3.png|250px|center]]

The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place.
When they hit "upload receipt," the app will open up the camera to take a picture of it.

[[File:4Upload Receipt.png|250px|center]]

To be able to start the working day, the technicians will need to upload the necessary daily documents.

[[File:6Daily Docs Alert.png|250px|center]]

They will need to do so by clicking on the camera button.

[[File:5Daily Docs.png|250px|center]]

After completing all of the necessary documents, an alert will pop-up.

[[File:7Daily Docs Completion.png|250px|center]]

By clicking on the job, the user can see the details of it. The user icon with a star on the side shows the team leader for the job, and clicking on it will show the whole crew.

[[File:8Job detail.png|250px|center]]

When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.

[[File:9Start Job.png|250px|center]]

[[File:9Start job 2.png|250px|center]]

After confirming the operation, the system will also remind the technicians to log out from their vehicles.

[[File:10Driver Logout.png|250px|center]]

Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can
* Navigate to the pothole
* Take a picture after fixing the damage
* Reschedule the item if they could not finish it at that time due to unexpected reasons.
At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.

[[File:11Inside thejob details.png|250px|center]]

When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.

[[File:12Take Picture.jpg|250px|center]]

After taking the picture, the system will open a window to set the number of TRs needed to fix the pothole and specify the type of repair they performed.

[[File:13Set TRs.jpg|250px|center]]

The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.

[[File:14Additional repairs.png|250px|center]]

After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.

[[File:15Ending notes.png|250px|center]]

Once the job is complete, they can finally close the dispatch and confirm completion.

[[File:16End job.png|250px|center]]

Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.

=ELD and HOS=

PotholeRepair DOT# 2506097

Logbook – SPLogbook

Hours of Service - [https://support.intellishift.com/hc/en-us/articles/360040966534-Using-the-Hours-of-Service-Application Logbook App User Guide]

Hours of Service - [https://youtu.be/--IUb2hvzxg Operator Training Video]

SP Logbook for iOS: [https://apps.apple.com/us/app/sp-logbook/id1260958881 Click Here to Download]

SP Logbook for Android: https://play.google.com/store/apps/details?id=com.vehicletracking.sp_logbook&hl=en_US

Inspect training (Admin ONLY)

https://www.youtube.com/watch?v=lVCDHn4e9Fc

In the field training INSPECTION

https://www.youtube.com/watch?v=bt7Tx5pclMk

ELD - HOS Operating training video

https://www.youtube.com/watch?v=--IUb2hvzxg

=Quick Access=

*[[RPH]]
*[[Lead]]
*[[Accounts]]
*[[Contacts]]
*[[Opportunity]]
*[[Dispatch]]
*[[Invoices and Payroll]]
*[[External Portals]]
*[[Back-end Processes]]

Mobile applications

2024-09-12T21:10:20Z

File:Screenshot 2024-09-05-12-24-30-635 com.pothole.etechnician.jpg

2024-09-12T20:58:56Z

Mmoura:

File:Screenshot 2024-09-05-12-23-34-539 com.pothole.etechnician.jpg

2024-09-12T20:58:24Z

Mmoura:

Mobile applications

2024-09-12T20:57:05Z

Mmoura:

=Proposal Maker=

The Proposal Maker app works on the same concept as the Lead Generator App, using a ''wizard'' to guide the user step by step and avoid missing or skipping information.

The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.

The series of images below display each section with brief descriptions
Below is the main screen where the surveyors can see all assigned activities and filter them by date.

[[File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg|250px|thumb|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Screenshot 20220805-054001 Proposal Maker.jpg|250px|center]]

For each task, they can directly contact the customer and the opportunity owner.

[[File:Photo 2024-09-12 16.32.42.jpg|250px|center|thumb]]

[[File:Photo 2024-09-12 16.40.28.jpg|250px|center]]

They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.

[[File:Screenshot 2024-09-05-12-20-00-959 com.google.android.apps.maps.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-20-13-372 com.pothole.etechnician.jpg|250px|thumb|center|3]]

If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.

[[File:Screenshot 2024-09-05-12-21-20-799 com.pothole.etechnician.jpg|250px|thumb|center]]

If they were to add more repairs, they first need to take a ''before picture'' of the damage.

[[File:Screenshot 2024-09-05-12-21-36-157 com.pothole.etechnician.jpg|250px|thumb|center]]

[[File:Screenshot 2024-09-05-12-22-53-084 com.android.camera.jpg|250px|thumb|center]]

After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.

[[File:Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg|250px|thumb|center]]

In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.

[[File:PM-12.png|500px|thumb|center]]

[[File:PM-13.png|500px|thumb|center]]

Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.

[[File:PM-14.png|500px|thumb|center]]

Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.

[[File:PM-15.png|500px|thumb|center]]

[[File:PM-16.png|500px|thumb|center]]

[[File:PM-17.png|500px|thumb|center]]

The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.

[[File:PM-18.png|500px|thumb|center]]

The surveyor must upload a picture of the damage before choosing the product or required type of work.

[[File:PM-19.png|500px|thumb|center]]

Finally, the wizard will ask the surveyor to add any notes.

[[File:PM-20.png|500px|thumb|center]]

And a pop-up window will ask for confirmation to close the proposal.

[[File:PM-21.png|500px|thumb|center]]

=eTechnician 2.0=

[https://crm.potholerepair.com/appStore/ Download it here]

Our technicians use this app for two main purposes:

To check-in, to upload their time card, the truck inspection, and inventory.
To access all jobs, dispatches, and surveys assigned to them
This application is solely for our employees' use and not for external users.

[[File:Imagen numero 1.png|250px|center]]

From the main screen, our technicians can view both the Dispatches and Surveys assigned.

[[File:Imagen numero 2.png|250px|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Imagen numero 3.png|250px|center]]

The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place.
When they hit "upload receipt," the app will open up the camera to take a picture of it.

[[File:4Upload Receipt.png|250px|center]]

To be able to start the working day, the technicians will need to upload the necessary daily documents.

[[File:6Daily Docs Alert.png|250px|center]]

They will need to do so by clicking on the camera button.

[[File:5Daily Docs.png|250px|center]]

After completing all of the necessary documents, an alert will pop-up.

[[File:7Daily Docs Completion.png|250px|center]]

By clicking on the job, the user can see the details of it. The user icon with a star on the side shows the team leader for the job, and clicking on it will show the whole crew.

[[File:8Job detail.png|250px|center]]

When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.

[[File:9Start Job.png|250px|center]]

[[File:9Start job 2.png|250px|center]]

After confirming the operation, the system will also remind the technicians to log out from their vehicles.

[[File:10Driver Logout.png|250px|center]]

Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can
* Navigate to the pothole
* Take a picture after fixing the damage
* Reschedule the item if they could not finish it at that time due to unexpected reasons.
At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.

[[File:11Inside thejob details.png|250px|center]]

When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.

[[File:12Take Picture.jpg|250px|center]]

After taking the picture, the system will open a window to set the number of TRs needed to fix the pothole and specify the type of repair they performed.

[[File:13Set TRs.jpg|250px|center]]

The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.

[[File:14Additional repairs.png|250px|center]]

After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.

[[File:15Ending notes.png|250px|center]]

Once the job is complete, they can finally close the dispatch and confirm completion.

[[File:16End job.png|250px|center]]

Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.

=ELD and HOS=

PotholeRepair DOT# 2506097

Logbook – SPLogbook

Hours of Service - [https://support.intellishift.com/hc/en-us/articles/360040966534-Using-the-Hours-of-Service-Application Logbook App User Guide]

Hours of Service - [https://youtu.be/--IUb2hvzxg Operator Training Video]

SP Logbook for iOS: [https://apps.apple.com/us/app/sp-logbook/id1260958881 Click Here to Download]

SP Logbook for Android: https://play.google.com/store/apps/details?id=com.vehicletracking.sp_logbook&hl=en_US

Inspect training (Admin ONLY)

https://www.youtube.com/watch?v=lVCDHn4e9Fc

In the field training INSPECTION

https://www.youtube.com/watch?v=bt7Tx5pclMk

ELD - HOS Operating training video

https://www.youtube.com/watch?v=--IUb2hvzxg

=Quick Access=

*[[RPH]]
*[[Lead]]
*[[Accounts]]
*[[Contacts]]
*[[Opportunity]]
*[[Dispatch]]
*[[Invoices and Payroll]]
*[[External Portals]]
*[[Back-end Processes]]

File:Screenshot 2024-09-05-12-23-09-804 com.pothole.etechnician.jpg

2024-09-12T20:56:51Z

Mmoura:

2024-09-10T14:44:37Z

Mmoura: /* Lead generator */

=Proposal Maker=

The Proposal Maker app works on the same concept as the Lead Generator App, using a ''wizard'' to guide the user step by step and avoid missing or skipping information.

The slight difference between them is that surveyors use this app to assess the damage and provide quotes and job requirements to fix the potholes in a property, such as size, amount of TRs, type of work and tools needed, etc. Surveyors use their access to see all the activities assigned to them, including the property type to visit and directions to do so.

The series of images below display each section with brief descriptions
Below is the main screen where the surveyors can see all assigned activities and filter them by date.

[[File:PM-1.png|500px|thumb|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Screenshot 20220805-054001 Proposal Maker.jpg|250px|center]]

For each task, they can directly contact the customer and the opportunity owner.

[[File:PM-3.png|500px|center|Send an e-mail to the customer]]

[[File:PM-2.png|500px|center|Call the customer]]

[[File:PM-4.png|500px|center|Call opp owner]]

They can see more information about the opportunity, use the GPS to navigate the property, or complete the opportunity.

[[File:PM-5.png|500px|thumb|center|See more info]]

[[File:PM-6.png|500px|thumb|center|Navigate to property]]

[[File:PM-7.png|500px|thumb|center|Complete Opp]]

[[File:PM-8.png|500px|thumb|center|Complete Opp]]

If needed, the surveyors can also add more repairs, PH damage, or External Damage where the damage needs to be repaired by one of our partners.

[[File:PM-9.png|500px|thumb|center|Add more repairs]]

If they were to add more repairs, they first need to take a ''before picture'' of the damage.

[[File:PM-10.png|500px|thumb|center]]

After taking the picture, they have to set the estimated amount of TRs (Thermal Repairs) they think will be needed to fix that damage.

[[File:PM-11.png|500px|thumb|center]]

In the next step, the surveyor has to set the specific pothole location, the more accurate, the better.

[[File:PM-12.png|500px|thumb|center]]

[[File:PM-13.png|500px|thumb|center]]

Then they must specify whether the technicians will need to take any extra tools or materials, and finally add notes to the job.

[[File:PM-14.png|500px|thumb|center]]

Finally, once they have closed it, the system will ask the technician to confirm having read the task notes, add notes to the opportunity, and finish the task.

[[File:PM-15.png|500px|thumb|center]]

[[File:PM-16.png|500px|thumb|center]]

[[File:PM-17.png|500px|thumb|center]]

The other option is to add or create an External Proposal for our partners. When the surveyor clicks on "External Damage," the app will show a pop-up window asking confirmation to proceed.

[[File:PM-18.png|500px|thumb|center]]

The surveyor must upload a picture of the damage before choosing the product or required type of work.

[[File:PM-19.png|500px|thumb|center]]

Finally, the wizard will ask the surveyor to add any notes.

[[File:PM-20.png|500px|thumb|center]]

And a pop-up window will ask for confirmation to close the proposal.

[[File:PM-21.png|500px|thumb|center]]

=eTechnician 2.0=

[https://crm.potholerepair.com/appStore/ Download it here]

Our technicians use this app for two main purposes:

To check-in, to upload their time card, the truck inspection, and inventory.
To access all jobs, dispatches, and surveys assigned to them
This application is solely for our employees' use and not for external users.

[[File:Imagen numero 1.png|250px|center]]

From the main screen, our technicians can view both the Dispatches and Surveys assigned.

[[File:Imagen numero 2.png|250px|center]]

They can access more options by hitting the sandwich menu at the top left corner.

[[File:Imagen numero 3.png|250px|center]]

The "upload receipt" option allows them to upload any bill or expense they might have as part of their duties; this way, all expenses can be kept and tracked in one place.
When they hit "upload receipt," the app will open up the camera to take a picture of it.

[[File:4Upload Receipt.png|250px|center]]

To be able to start the working day, the technicians will need to upload the necessary daily documents.

[[File:6Daily Docs Alert.png|250px|center]]

They will need to do so by clicking on the camera button.

[[File:5Daily Docs.png|250px|center]]

After completing all of the necessary documents, an alert will pop-up.

[[File:7Daily Docs Completion.png|250px|center]]

By clicking on the job, the user can see the details of it. The user icon with a star on the side shows the team leader for the job, and clicking on it will show the whole crew.

[[File:8Job detail.png|250px|center]]

When a technician clicks on "start," the system will send an email to the customer and to the owner of the opportunity to notify them the repair is in process. The system also allows Headquarters to track progress using a live feed regarding the job progression.

[[File:9Start Job.png|250px|center]]

[[File:9Start job 2.png|250px|center]]

After confirming the operation, the system will also remind the technicians to log out from their vehicles.

[[File:10Driver Logout.png|250px|center]]

Technicians can see all details regarding the job, see the surveyor's notes, and call either the owner or the surveyor. Using buttons, they can
* Navigate to the pothole
* Take a picture after fixing the damage
* Reschedule the item if they could not finish it at that time due to unexpected reasons.
At the end of the screen, there are more options to either add a new repair, reschedule the job or view the map.

[[File:11Inside thejob details.png|250px|center]]

When clocking on 'Take Pic' button, it will let you select to open the camera, or select a picture from the gallery.

[[File:12Take Picture.jpg|250px|center]]

After taking the picture, the system will open a window to set the number of TRs needed to fix the pothole and specify the type of repair they performed.

[[File:13Set TRs.jpg|250px|center]]

The process to add further repairs is very similar: Technicians need to click "add new," take a picture of the damage, set the estimated amount of TRs to be used, and set the location of the pothole. After they have added all the new additional repairs and clicked on "finish," the system will notify the account manager to get approvals. If approved, the technicians should fix those additionals repairs before leaving the property.

[[File:14Additional repairs.png|250px|center]]

After they have completed all the items within the dispatch, they will automatically be redirected to this screen to add the last notes for the dispatch.

[[File:15Ending notes.png|250px|center]]

Once the job is complete, they can finally close the dispatch and confirm completion.

[[File:16End job.png|250px|center]]

Now that the technicians are done, the app will prevent them from logging into their vehicle before driving to the next property.

=ELD and HOS=

PotholeRepair DOT# 2506097

Logbook – SPLogbook

Hours of Service - [https://support.intellishift.com/hc/en-us/articles/360040966534-Using-the-Hours-of-Service-Application Logbook App User Guide]

Hours of Service - [https://youtu.be/--IUb2hvzxg Operator Training Video]

SP Logbook for iOS: [https://apps.apple.com/us/app/sp-logbook/id1260958881 Click Here to Download]

SP Logbook for Android: https://play.google.com/store/apps/details?id=com.vehicletracking.sp_logbook&hl=en_US

Inspect training (Admin ONLY)

https://www.youtube.com/watch?v=lVCDHn4e9Fc

In the field training INSPECTION

https://www.youtube.com/watch?v=bt7Tx5pclMk

ELD - HOS Operating training video

https://www.youtube.com/watch?v=--IUb2hvzxg

=Quick Access=

*[[RPH]]
*[[Lead]]
*[[Accounts]]
*[[Contacts]]
*[[Opportunity]]
*[[Dispatch]]
*[[Invoices and Payroll]]
*[[External Portals]]
*[[Back-end Processes]]

File:Main3.jpg

2024-09-05T18:29:29Z

Mmoura:

File:Screenshot 20220805-054001 Proposal Maker.jpg

2024-09-05T18:05:08Z

Mmoura: Mmoura uploaded a new version of File:Screenshot 20220805-054001 Proposal Maker.jpg

They can access more options by hitting the sandwich menu at the top left corner.

File:PM-1.png

2024-09-05T17:43:36Z

Mmoura:

[[File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg|thumb]]
-

File:Screenshot 2024-09-05-12-19-20-638 com.pothole.etechnician.jpg

2024-09-05T17:42:54Z

Mmoura:

Front Page

Inventory Management

2024-06-04T17:07:40Z

Mmoura: /* Inventory Overview and Scheduling */

Use [http://18.207.158.143:8080/index.php/Operations Operations] to go back to the Main Operations Page

=Introduction=

Effective inventory management is a critical component of ensuring operational efficiency and customer satisfaction. This wiki page outlines a comprehensive four-step inventory management process, including inventory checks, record updates, ordering, and receiving. The process involves various teams, from branch managers and technicians to the operations and admin teams, each playing a crucial role in maintaining accurate inventory levels.

==Inventory Checks==
====Inventory Overview and Scheduling====

'''Scheduling''': The Operations Team will schedule
* '''For each yard: a regular monthly inventory checks- yard and truck on the same day'''. If the monthly inventory check date is in conflict with an emergency job, then the monthly inventory check will be rescheduled to another convenient date within the week. The Branch Manager and the Technician will conduct these inventory checks together, so both must be scheduled via the CRM task system.

* '''A monthly task for the surveyor''' to call the branch manager about their current inventory status and needs in their car.

* '''A monthly task for the HQ''' to inventory the master warehouse.

'''Process:'''
Operations team schedules the monthly inventory checks for the truck, surveyor vehicles, yard and warehouse. Branch Managers conduct truck, surveyor vehicle and yard stock checks at their respective locations and fill in the printed out sheets [[Employees PHR Inventory Mastersheet 2023]]. Branch managers then email the completed and final inventory sheets to the Operations Team. Operations team will then update inventory records, place orders to replenish yard inventories and follow up with branch managers to ensure they receive the orders in time. Operations team will follow up with branch managers to ensure that the inventory process is completed in time and to satisfaction.

HQ Personnel: Conduct the master warehouse inventory using a printout of the [http://18.207.158.143:8080/index.php/Employees_PHR_Inventory_Mastersheet_2023 Employees PHR Inventory Mastersheet 2023] and email the final completed sheet to Operations.

====Truck Inventory====

'''Planning:''' Technicians use the eTechnician App to view their jobs and ensure they have enough inventory for the upcoming week (including special attention items such as risers).

'''Utilization:''' Technicians use the eTechnician App to input usage during the week. Operations monitors the incoming data from the app and notifies the Branch Manager immediately to replenish or replace the required inventory on the truck (excluding repair materials such as asphalt, tack and propane).

'''Monthly Checks:''' Technicians completed scheduled monthly inventory checks with branch managers.

====Yard Inventory====

'''Planning:''' Branch managers plan yard inventory for the month ahead. At all times, branch managers work with Operations to ensure that they have enough inventory for the next two months.

'''Utilization:''' Items are provided to technicians and surveyors during the month as needed.

'''Monthly Checks:''' At the end of the month, branch managers fill out printed inventory sheets and submit them to the Operations Team via email.

====Surveyor Inventory====

'''Planning:''' The surveyor checks inventory before and after every trip to ensure he has what he needs for the week ahead.

'''Monthly Reporting:''' Surveyors are scheduled to call branch managers and inform branch managers about their usage at the end of each month.

'''Refill:''' Branch managers refill surveyor inventory for the upcoming month when the surveyor next visits the yard.

====Master Warehouse Inventory====

'''Planning:''' HQ oversees master warehouse inventory to ensure that the warehouse has what the company needs for the next 6 months ahead.

'''Monthly Checks:''' HQ designates monthly inventory checks for the master warehouse and submits the information to Operations via email.

== Updating Records ==
Using the printouts sent to them by the Branch Managers, Operations Team will update and validate the Monthly inventory checks, using the [[PHR Inventory Calculation Sheets]].

Operations will then order items to replenish stock and have the orders directly shipped to the respective yards.

== Ordering Process ==
====Ordering Responsibilities====

'''Operations Team:''' Places orders for yard, truck, and surveyor supplies, makes payment, and has the items directly shipped to the respective yard. Uses the [[Operations: PHR Inventory Mastersheet 2023]] to find the right items.

'''Admin Team:''' Places orders and processes payments for capital equipment.

'''Payment Process:''' Varied payment methods as per the vendor, including credit cards, Paypal, accounts, and line of credit.

====Purchase Order Policies====

'''Adherence:''' Items exceeding $800 in cost require a PO. The [[purchase order policy]] emphasizes the importance of selecting vendors based on the optimal combination of: price, delivery capabilities, quality, past performance, service capabilities, ease of ordering, and payment.

'''Vendor Relationships:''' Operations Team ensures that the [http://18.207.158.143:8080/index.php/Vendor_Mastersheet Vendor Mastersheet] is updated regularly and uses it to build strong vendor relationships.

== Receiving ==

'''Quality Assurance Checks:''' Branch managers and HQ check orders for quality, accuracy, and completeness. If the branch manager doesn’t receive the required order within 2 weeks, they should contact the operations team immediately.

'''Reporting Issues:''' Branch Managers and HQ should immediately contact the operations team for any problems with the orders.

==Conclusion==

This comprehensive inventory management process involves collaboration between various teams, utilizing technology, and adhering to strict policies. Regular checks, accurate record-keeping, and efficient ordering and receiving processes contribute to maintaining optimal inventory levels and ensuring smooth business operations.

Use [http://18.207.158.143:8080/index.php/Operations Operations] to go back to the Main Operations Page