SOLUTION · PAPERWORK
Paperwork is everywhere and we only notice what is missing at the worst time.
The system should know which paperwork belongs to which customer or piece of work, when it is required and whether it is ready — not just store files in a folder.
Build around this problemWHAT IT FEELS LIKE NOW
The problem is usually bigger than one missing feature.
Quotes and contracts live in email while job paperwork lives in Drive or another forms app.
Photos stay on engineers’ phones until someone asks for them.
Certificates, approvals and completion documents are difficult to reconcile at closeout.
The team relies on checklists or memory to know what is required next.
WHAT BUSINESSBUILDER SHOULD BUILD
A joined-up response to the problem.
Recommend relevant document types from the business and delivery model.
Attach each document to the right customer, job, project or appointment.
Track required, optional, waiting, approved and complete states.
Surface a missing prerequisite before attendance, handover or invoicing.
Reuse approved Business Profile information when generating documents.
CONCRETE EXAMPLE
Electrical contractor
A commercial job needs RAMS before attendance, site photos and test results during work, then a certificate and handover information before closeout.
1Job created2RAMS due3Site attendance4Photos / tests5Certificate6Handover
RESULT
The job itself shows what is required and what is missing. The office no longer has to compare three folders and an inbox to work out whether closeout is genuinely ready.
THE PRODUCT AREAS THAT HELP