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Job Types 📋

The Amplifi-Qx Hub supports multiple job types, each with specific characteristics and management requirements. Understanding these differences is crucial for effective system use.

Installation Jobs 🏗️​

Overview​

Installation jobs represent our core service offering - the deployment of new Amplifi-Qx systems. These jobs are created automatically through the sales process when opportunities are marked as "Won".

Key Characteristics​

Process Management​

  • Multi-stage progression system
  • Comprehensive quality controls
  • Detailed project planning
  • Resource management tools
  • Client communication tracking

Financial Features​

  • Predicted GP: Initial project profitability forecast
  • Current GP: Real-time profit calculation
  • Expected GP: Updated profit projection
  • Current Costs: Actual expenditure tracking
  • Invoice Status: Multi-stage payment tracking

Documentation Requirements​

  • Detailed project plans
  • Risk assessments
  • Method statements
  • Technical specifications
  • Sign-off documents
  • Completion reports

Site Surveys 📐​

Overview​

Site surveys assess locations for potential Amplifi-Qx installations or system optimisation. These can be created directly in the Hub without requiring a sales opportunity.

Key Characteristics​

Process Features​

  • Streamlined workflow
  • Fixed pricing structure
  • Standard documentation
  • Quick turnaround
  • Client reporting

Financial Tracking​

  • Predicted GP: Based on standard rates
  • Current GP: Actual profit tracking
  • Expected GP: Final profit forecast
  • Current Costs: Expense monitoring
  • Invoice Status: Usually single payment

Required Information​

  • Location details
  • Access requirements
  • Coverage needs assessment
  • Building characteristics
  • Client contact information
  • Special considerations

Maintenance Visits 🔧​

Overview​

Regular service appointments ensuring optimal system performance. These jobs are typically generated through maintenance agreements.

Key Characteristics​

Visit Requirements​

  • System access details
  • Client preferences
  • Schedule constraints

Documentation Requirements 📚​

Installation Jobs​

Required Documents​

  • Project plans
  • Risk assessments
  • Method statements
  • Technical specifications
  • Quality checks
  • Completion reports
  • Client sign-off
  • Warranty information

Optional Documents​

  • Site photographs
  • Progress reports
  • Team briefings
  • Training materials
  • Support documentation

Site Surveys​

Core Requirements​

  • Survey reports
  • Signal readings
  • Location plans
  • Coverage maps
  • Recommendations
  • Client requirements

Supporting Documents​

  • Site photos
  • Access notes
  • Technical data
  • Client feedback
  • Follow-up actions

Maintenance Visits​

Essential Documents​

  • Service reports
  • Performance data
  • System checks
  • Issue logs
  • Resolution notes
  • Next visit planning

Additional Items​

  • System updates
  • Training records
  • Client requests
  • Equipment status
  • Maintenance schedule

Timeline Management ⏱️​

Installation Jobs​

  • Multiple stages
  • Complex dependencies
  • Resource coordination
  • Client alignment
  • Quality gates

Site Surveys​

  • Simple progression
  • Quick turnaround
  • Focused timeline
  • Report delivery
  • Client review

Maintenance Visits​

  • Regular scheduling
  • Fixed duration
  • Routine process
  • Service windows
  • Client convenience
Remember

Understanding the differences between job types ensures proper system usage and effective project management.

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