More Free Time – Part Four – Scope of Work Master (SOW)

Electrical Estimating Software - Electric Ease

Once set up, the Electric Ease Scope of Work Master can be used to quickly construct service type projects in a few quick clicks.  Simply open the SOW and add common verbiage used for service jobs or service tickets, then when the call comes in you can quickly add service items by category to your scope.  Let’s look at a couple of examples of how SOW works to save you time.

Example #1 – Assume you have commercial accounts that frequently need service on various items.  All you need is a brief description of the service item so when your service tech uses their mobile app to access the job calendar they know what they’re being sent to do.  This is something you want your receptionist to be able to handle without going to the trouble of typing out every little detail.  Here is where the SOW can help speed up the process of booking a job and eliminate mistakes. 

1) Manager or estimator loads the SOW with common service requests.

     a.  Repair parking lot pole lights, bucket truck needed.

     b.  Replace 2×4 LED driver.

     c.  Breaker tripping, please see maintenance manager for more details

     d.  GFCI needs replaced, see receptionist for more details. 

2) Receptionist takes the call, records customer info or selects an existing customer from the customer database, opens the SOW and clicks the service description that is being requested.  Office staff adds the job to the live job calendar. The job now has all the info needed for your tech to complete their work. All they have to do is open their mobile app and select the job to see what they are doing and where they are going. 

Example #2 – Assume you have a remodel contractor that remodels several bathrooms a year.  For the most part they ask you to install the same vent fan, same vanity fixture, same quantity of GFCI outlets and same dimmer switches for each bathroom, but every now and then they add an additional GFCI outlet and upgrade the vent fan to a higher end model.  Here is where the SOW can help speed up the process of entering a scope letter

1) Manager or estimator loads the SOW with the two different types of bathrooms requested.

Bath #1

   a. (2) GFCI protected receptacles white

   b. (1) Broan 687 vent fan

   c. (2) single pole toggle slider dimmers white

   d. (1) dedicated 120v 20a circuit

   e. (2) install customers provided wall mount vanity fixtures, one over each vanity sink

Bath #2

   a. (3) GFCI protected receptacles white

   b. (1) Broan 744 vent fan can light

   c. (2) single pole decora slider dimmers white

   d. (1) dedicated 120v 20a circuit

   e. (2) install customers provided ceiling mount vanity fixtures, one over each vanity sink

2)  Receptionist takes the call, records customer info or selects an existing customer from the customer database, opens the SOW and clicks the service description that is being requested.  Office staff adds the job to the live job calendar. The job now has all the info needed for your tech to complete their work, all they have to do is open their mobile app and select the job to see what they are doing and where they are going.

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