Not long to go now, as we head into the last module. Are you ready for the final push on Work Order / Invoice Flow?
Again, a reminder …
Each module is set up the same way:
Please watch the video below for a quick and a even more dazzling summary,
If you need to just listen to the video, download the Mp3 to your smartphone or device,
Read the Introduction to this module to get the overview of our work,
Then take a more in-depth look at the materials by downloading and printing the workbooks.
Finally, when your work is done, participate in our Mentoring Tuesday’s live Q&As.
Please be sure to have completed the exercises before the Q&A call to get the most from your Mentoring with Domenic time. If you need help before the live Q&As, just email me at domenic@7of7best.com.
Below you will find three separate folders for:
If you like to listen to the audio of the video above, click on the link below. You also can download the mp3 file and listen via your smart phone or any other device.
Please read the document below on a summary of the final module: Work Order / Invoice Flows.
This summary ties the Production Department with the Accounting Department. This is also where the Parameter Sheet from Sales will tie in with the Accounting Department. The final Pieces of the Puzzle will be understood by the way Sales, Production, and Accounting collaborate and work together. We will understand how The Pieces of the Puzzle are put Together.
This module is all about Work Orders and Work Order Flows throughout an organization. These work orders will help the production team know what work has to be done before, during, and most importantly after an event. Your crews are going to have the tools to know their routes AND to know what work to be done at each site.
The following files are the worksheets in Word and Excel formats that can be used for your company:
Route Sheet
The Route Sheet gives production crews the site, the address, and the order to do the snow work.
Work Order
The Snow Work Orders give the production team simple, concise work order templates that helps them fill out the paperwork of what was done and the materials used during the snow event.
Monitor Report
This is a great little Snow Work Order for the quality control in the field pre, during, or post storm event.
Pre Event Check List
It also helps keep the equipment and tools maintained with a WRITTEN document.
Snow Event Completion Tracking
This Tracking Sheet lists ALL the residential and commercial clients and the work done / not done after an event.
It is a way to easily collect all the packets and know that the work was turned in or not.
The Invoicing Module is the last piece of the puzzle. This is where the Sales integrate with Accounting with the A/R Parameter Sheet. This is also where Production integrates with Accounting with the Summary Work Orders.
The Summary Sheet
The Summary Sheet is a single summary sheet of all the work completed for each event for each site. All the work orders of the site are attached to the summary sheet and are tallied on this one sheet.
The Item Codes
This is the work Accounting does pre-season. Just as Production does pre-season work to prepare the equipment, site, and client your Accounting department does pre-season work to prepare the item codes for data entry.
Accounting takes each summary sheet with the work orders attached and enters the data into the invoice template. They use the item codes that were set up pre-season with the pricing and the descriptions: fast and efficient. There is a diagram sample in the Invoice Summary Document.