Categories Innovation

JGF Real-Time Customer Portal

Supporting an Efficient Partnership

Introduction

Amongst other management tools, processes and systems, we employ SimPRO to support our business logistics. It drives efficiency right across all management disciplines and its systematic benefit to JGF in turn, delivers systematic benefits to customers. It’s a digital power tool that supports everything we do, nose to tail.

The Portal facility is a one-stop hub. A real-time collection of information pertaining to every single aspect of every job we carry out for customers.

This level of accessibility and convenience, delivers an even better customer experience and also gives users an additional, centralised control platform. It is an open platform for transparency and trust between operating partners.

A summary of mutual benefits:

Pricing & Quotation

When surveying a job to quote, our engineer(s) inspect the task to be priced (see ‘What Makes a Great Quote HERE), taking and adding images to help itemised pricing and support the quotation itself. They can add notes, material lists, measurements, documents, all from site, or at any time afterward. General notes and any other details are added to support the images. Quotations are detailed, accurate and pragmatic, planning the delivery of the optimum solution.

Inventory Management

The system helps manage inventory in real-time, from anywhere, giving stock visibility to the office and the field. We know what we have in stock, where it is located and when it’s running low. This reduces down-time on site, avoiding last-minute trips to the wholesaler, and re-allocates stock to a van, job, site or order ahead of time.

Supplier Catalogues

We sync. vendor catalogues to the system to ensure we have up-to-date material costs. ‘Compare the supplier’ (almost) ensures the best price every time, with the ability to request and view multiple suppliers’ pricing side-by-side. The system easily groups catalogue items according to product line or functional type and assigns them to a job or project.

JGF Catalogue

The extension to Inventory Management is Catalogue Supply Management offering customers a ready source of materials to order direct from JGF for other non-tasked maintenance and development work.

Scheduling & Dispatch

SimPRO enables us to manage our assets completely and effectively. It schedules team availability, job allocation, site attendance and timing. As well as JGF engineers being in the right place at the right time, they have the equipment they need.

We benefit, so you benefit more.

YOUR PERSONALISED SERVICE PORTAL

Our customer portal uses the job management software enabling customers to easily and securely view quotes, jobs, invoices and account statement; view job details for each stage of delivery; and view and edit site and contact details.

Log into your confidential service portal to access the real-time information you need to manage your own workload, making it simpler, quicker and more efficient.

JGF tailor reporting to suit your needs, including:

  • Initial quotations by job.
  • PO allocations.
  • RAMS and other H&S proforma allocated by job.
  • Job start, progress, status, completion, QC Certification.
  • Invoicing.
  • By Job, by week, by month, quarter, year reporting and summary.
  • Confidential project management.
  • Team comments, suggestions, proposals, improvements.
  • Related notes and contact / reporting resources.