How Elektro Fatschi Automated Orders and Measurements

At Elektro Fatschi Ingenieurbetrieb, order processing worked for a long time the way it does in most trade businesses. Measurements by hand, quotes in the evening, emails piling up. After the system changeover, the daily routine looks different.

Most people think of automation in the trades first as expensive software that overhauls the entire business. At Elektro Fatschi it was exactly the opposite.

The technician stands on site and simply records the measurement as a voice message, no notepad, no writing it up in the evening. The system automatically converts the voice message into a documented measurement record.

THREE BUILDING BLOCKS THAT WORK TOGETHER

Legally secure measurements. The automatically generated measurement record is signed by the customer directly on site and counts as a partial acceptance. This creates legal certainty and makes it possible to issue invoices at any time, not just at the end of the project. The technicians work with tablets directly on the job site.

Email automation. Incoming emails are automatically sorted and a large portion of them answered directly, without anyone in the office having to read every message individually.

Quote creation. From the same data, the system drives the quoting tool and generates matching quotes for the customer, instead of someone transferring the numbers by hand.

WHAT THIS MEANS FOR THE BUSINESS

Because measurements, emails and quotes run from a shared data base, work scheduling can be automated from it as well. All information comes together in one place instead of being scattered across calendars, notepads and email inboxes.

The managing director gets back several hours per week that used to go into administration. The technicians save time too, because the measurement is already finished on site and doesn't need to be written up in the evening.

Less administrative work ultimately also means lower costs. Every hour that doesn't go into paperwork is an hour that earns money in the business itself again.

Automation is not a replacement for the craft at Elektro Fatschi. It is the part that runs in the background so everyone can focus on the actual work.

Book your free consultation now and find out what a similar system could look like in your business.