Bikur Cholim בקור חולים

Friday, September 16, 2016

===== What we want from the new System: =====

=== To keep track of Jobs ===
Need to identify who is the customer and who is the managing agent on the Property Window
 *Customer name -  *Company name -  *Managed by -  *Agent name -  * Need more space for contact info in the properties window
Need level of POM cover (POM 247, POM 365 or POM 925)
under the POM customer we need to see a list of there properties (this is not the same the list under the landlord)
Need to make distinction between being on POM and having a CORGI done to the property and doing a job
3 Better if there is no scrolled bars
4 the landlord window outside the screen
5 Need info for 
a POM contracts in order of start date
b CORGI due dates
6 problem its to easy to change sensitive info
7 put info from moshe in to file maker
8 open up multiple windows of the same type e.g. multiple landlord windows open at the same time
9 the visit date shouldn’t automatically come up
Connect real-time to QuickBooks / Sage etc.
Tenders, Quotes, Estimates, Costing, Accounts,
Need Report with a listing of outstanding jobs
Every job to be stamped with date and time entered, so that we can calculate duration from receiving the order until completion/invoicing.
Supervision of workers and work teams
Every worker who swipes his/her card confirms to have had breakfast consisting of what constitutes a breakfast.
Every visit to be followed up by a letter of notification, a TxT message and/or ‘phone call with a request that half an hour before the agreed time of arrival of the engineer they switch the GCHB ON and Radiators are fully opened.
Job sheets, timesheets
CIS payments
It should allow management of NICEIC and 3 star
Every job to have an overview of: Landlord, Contractor, Salesman (MH or MS), Utilities (is it TXU or EDF?),
All jobs without a London Postcode (i.e. HA for Harrow) carry a 10% surcharge.
Reporting of Daily outstanding jobs by: Area / Engineer / Customer etc.
GANTT charts to show projected versus completed work in real time
We should quantify to customers how much they saved by using our services:
 # The Health and Safety aspect: people end up in A. and E. for inhaling noxious fumes = fines, court cases and prison sentences
 # The rent income is uninterrupted as Tenants trust the landlord, seeing that he's concerned for their safety
 # In the course of us making appointments we ferret out the Sitting Tenants who have moved out, died or disappeared
 # Doing the repairs under POM saves time, hassle, money and keeps the tenants happy and rent is uninterrupted

31. Integrate Skype in your FileMaker solution: http://www.filetransit.com/view.php?id=53762

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