Professional Documents
Culture Documents
Se
Work Orders
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ith
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Perform Inspection
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nt
2 UC Auto Creates Clients, Site, Rates, Etc.
ra
YES
c
t?
NO
Identify Clients + Locations Capture Enhancements
3 to be serviced
Via CRM Integration
8 UC Autogenerates Work
Pr ee
Identify Vendors Based on Location Orders for Scheduled Work
op de
N
5
os d
and Rates & Assign to Locations
a
P
A
ES
N
O
R/
TI
BL
RA
TA
G
A
TE
TE
IN
D
RA
M
O
E
FR
UP
AT
TE
9c
T
LA
Enhancement Manager
SE
PU
V3
M
If
PO
V2
Materials 8b
TO
Ap
’T
N
V1
Mobile Device
DO
pr
AU
S
ov
TE
ed
IF
If
Tree Removal
Captured Via Mobile
9c HQ Adds Margin &
Re
Dead Tree, Fall Risk
jec
Sends to Client for
te
d
Approval 21 West Street
9b Provider Submits a Proposal Flower Bed Submit Proposal
Service Provider Visits Site 7 New Irrigation Needed
to Tag irrigation systems
(necessary) 9a If Additonal Deficiency is
Captured.. Accounting Integrations
Legend:
1 Acquire new client contracts for upcoming season & track via CRM
2 UtilizeCore will auto create: clients, sites and more via Hubspot + SFDC
integration.
3 Using a scheduled maintenance / agreements module, identify clients
& locations to be serviced. Set up client & provider rate table for 13 Online
automated AP / AR billing Payment Sent
to HQ
HQ
4 Define SOW -- Frequency, Services & Equipment
5 UtilizeCore identifies providers based on location and rates
14
K D
6 General site inspections performed and captured via mobile
E
PR OR L
Online Payment
W U
7 Service provider visits site to tag irrigation systems (if necessary)
ED
Sent to
RK A
UtilizeCore Autogenerates Invoice
SC
8 UtilizeCore auto dispatches work orders for recurring work or pre- Subcontracted
O S
W O
on Predefined Frequency and Amount
E
approved on demand work
P
Provider
ET
O
PL
and Sent Directly to Client
M
9 Service provider checks into site to perform service 10
CO
12
N
O
B
TI
JO
CA
FI
12b
VE
CE
9b Landscaping HQ receives proposal, margin is automatically added and Generates Invoice, Line Items
I
RV
Time Tracker
SE
ET 1
E
P
Directly to Client
Before/After Photos
1-315-819-0747
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VI
Signatures
CO