Eamon can see what is booked, who is doing it and where there is space.
A simpler way to run the working day
One digital diary for Eamon and both vans.
The aim is simple: make bookings easier to manage, give the vans the information they need and make sure completed jobs, payments and future boiler services are properly followed up.
Built around the way EMD works
Easy to use on an iPad or computer
Introduced in four clear stages
What this changes
Less chasing. Fewer loose ends.
The new system brings the main parts of the working day together in one place.
Each van sees its jobs, customer details and the next address.
Unpaid work remains easy to spot until the money is received.
Customers are reminded when their next boiler service is coming due.
How a job will move
From booking to follow-up
Online or entered by Eamon after a call.
A date, time and van are agreed.
Notes and payment details are added.
The job is closed or kept open for payment.
Review and future service messages are handled.
Recommended build plan
Four clear stages
We will agree each part with Eamon before moving to the next.
01First
Agree how the diary should work
We start by making sure the system matches the real working day at EMD.
- List the main types of jobs and how long they normally take
- Agree how jobs are shared between Eamon and both vans
- Decide what information the vans should be able to see
- Agree how payments, messages and yearly reminders should work
At the end: everyone is clear on what the first version will include.
02Then
Build Eamon’s diary and office view
This replaces the paper diary with one simple place to manage the work.
- Create, change and move jobs without scrolling through a paper diary
- See the day and week across both vans
- Keep customer details, addresses and job notes together
- See jobs waiting to be checked or paid
- Show a due date beside unpaid work
At the end: Eamon can organise the business from one clear screen.
03Next
Build the van view for the iPads
The team gets a much simpler view containing only what they need on the road.
- See the van’s jobs and the order they should be completed
- Open directions or call the customer
- Press “On the way” to let the customer know
- Add work notes and record how the customer paid
- Finish the job and choose whether to request a review
At the end: the vans can complete their day without paper or repeated calls back to Eamon.
04Finally
Add customer messages and go live
Once the diary and van views are working, we add the follow-up and introduce it to the team.
- Booking confirmations and appointment reminders
- “On the way” texts from the van
- Review requests when the team selects “Yes”
- Reminders for unpaid jobs
- Boiler service reminders starting before the next service is due
- Test with one van first, train the team and then move both vans across
At the end: EMD has one joined-up way to book, complete and follow up work.
A look at the proposed system
What Eamon and the vans will see
These working examples show how the same jobs are presented differently depending on who is using the system.
Eamon’s dashboardThe full picture across the day, both vans and outstanding payments.
Office view
Eamon can create jobs, see the week ahead, check live progress and keep unpaid work visible until it is settled.
The van’s iPad viewA simpler working screen for the team on the road.
Van view
The team can open directions, call the customer, send an “On the way” message and complete the job from the iPad.
Keeping the first version sensible
What comes first—and what can wait
The everyday essentials
Everything needed to organise the work and keep jobs moving.
- Eamon’s diary
- Both van views
- Customer details
- Job notes
- Payment tracking
- Customer texts
- Review requests
- Service reminders
Further improvements
Useful ideas that do not need to hold up the first version.
- Quotes
- Invoices
- Taking card payments
- Stock and parts
- Timesheets
- Route planning
- Vehicle tracking
- More detailed reports
Expected turnaround
Live and ready to use in four weeks
The system is built first, then tested properly with Eamon and the team before it becomes the new everyday way of managing jobs.
Build the system
We build Eamon’s diary, the office dashboard and both van views, then connect the customer messages, payments and service reminders.
Test it and gather feedback
Eamon and the team try the system with real jobs. We gather their feedback and make the practical adjustments needed to suit the working day.
Final checks and full launch
We run through the complete process, resolve any remaining snags and complete the handover so the system is live and ready for everyday use.
Target: the completed system is fully operational within four working weeks of the official kickoff.
Investment
A clear build price and one monthly fee
The first payment covers the full build and launch. The monthly fee keeps the system running, maintained and supported.
This confirms the project and secures the start date. It covers the complete first version, setup, testing, team handover and launch.
Covers hosting, backups, monitoring, maintenance, reasonable support and up to 500 customer text-message segments each month.
The £99 monthly system-care fee begins on the official project kickoff date.