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Projects and Service

Know the margin while you can still do something about it.

Delivery work and the money it makes or loses are the same records. The commercial position is current rather than reconstructed at the end.

Open work orders

76

Unassigned
57
Close to breaching a response time
0

The clock is swept for breaches, not displayed and forgotten

Engineer load this week

  1. J. Delacruz 11 open
  2. M. Reyes 8 open

A completed job carries its parts and its time into the invoice, rather than being retyped from a paper docket

Process illustration · demonstration data What is open, what is unassigned, and how the work is spread across engineers.
What goes wrong

The gaps we hear about most.

Projects and Service

What runs delivery

Projects and cost-value reconciliation

A cost-value worksheet per contract with progress, movement between periods, variations, risks and a month-end position, built from the costs that hit the ledger.

Available

Field service and dispatch

Work orders, a dispatch board, planned maintenance, and response and resolution clocks that are swept for breaches rather than displayed and forgotten.

Available

Budgets and commitment control

The original budget, the current one and the forecast are separate records, so you can see what changed and who approved it.

Available

Approval rules that block posting

A variation above a threshold routes for approval before it can affect the reported position.

Available

Tamper-evident audit trail

Every change to the commercial position is recorded against the person who made it.

Available
Close work being carried out by hand at a bench
The job on the ground
Why the position is defensible

The worksheet is not a model fed by exports. It reads the same commitments, timesheets and valuations that post to the ledger, so a figure in it can be opened and followed to its source.

Next

Where to look next.

See Boongon against your own processes.

A working session with an ERP specialist who understands finance and operations, not a generic sales presentation.