Job Book Manual

Overview

What is Job Book?

Job Book is an easy-to-use project management and workflow system specifically designed for land surveying companies. It helps to automate the flow of value through your company, gives staff the tools they need to stay accountable, and allows you to make better business decisions with realtime analytics and reporting.

Job Book is the result of years of working with survey companies and implementing the very best practices across the whole profession and industry. We have seen first-hand the dramatic improvements in profitability and quality-of-life experienced by our Job Book customers, and we hope you love it as much as our other customers.

How will Job Book improve my life?

Job Book helps in different ways depending on your role.

Administrators

  1. You will spend much less time:
    • Collecting daily work records and other paperwork from employees.
    • Preparing for payroll and reimbursement activities.
    • Getting project information and approvals from project managers.
    • Creating invoices and keeping track of what work still needs to be billed.
    • Keeping different rate sheets organized across different customers and different kinds of jobs.
    • Generating reports and KPIs for management.
    • Getting data into your accounting system.
  2. You will find it reassuring that the system automatically coordinates project manager approvals of invoices and other processes to dramatically reduce the amount of mistakes that could show up during billing.
  3. It will be easier to support your customers, with all job information being a few clicks away.
  4. You will be able to get your weekends back.

Management

  1. You will be able to see the status and financial health of your jobs in real-time.
  2. You will be able to see when a job is going off-track, so you can make that call to your client now, instead of waiting until the end of the month or the end of the project when the hours are tallied up.
  3. You will be able to easily search past jobs by area or any information, so that you can easily put together estimates for new jobs.
  4. You will be able to catch errors in records submitted by your team, and improve the profitability of your jobs.
  5. You will be able to delegate your job activities to other managers, as project information is centralized and easy to pick-up.
  6. You will no longer have to wait for Accounting/Bookkeeping to tell you if you are making or losing money on a job.

Technicians

  1. You will spend much less time filling out paperwork.
  2. You will find it easier to enter hours and equipment against your jobs.
  3. You will spend less time asking your manager about which line items you should be using.
  4. You will be able to easily view all of your hours and the status of your expenses.
  5. People will stop bugging you about your handwriting or losing paper in the truck.

How will Job Book improve my company?

Job Book will transform your company and help take things to the next level.

Improve Profitability

  1. Reduce the mistakes that lead to under-billing.
  2. Invoice your customers much more quickly.
  3. Reduce the amount of overhead across all roles in the company. Administrators will now have more time to do crew organization, scheduling, safety, make marketing materials and book-keeping.
  4. Learn what your best kinds of clients and jobs are, so you can focus on what makes you the most money
  5. Find where you’re coming up short on estimates and where you need to raise your rates.
  6. Reduces the pain of growing your company by automating processes and keeping information centralized and organized for everyone who needs it.
  7. Makes it much easier to merge with or acquire other companies by having everyone work on the same system.
  8. Make more money from your equipment, learn which equipment are most utilized or are bottlenecks.
  9. Staff can more easily work remotely, with less communication with the office.
  10. When the company makes more money, you will be able to hire the best surveying talent to work different kinds of jobs or increase capacity.

Improve Accountability

  1. Staff are given the tools and are incentivized to enter hours accurately.
  2. The system keeps track of what actions must be completed and by whom, so nothing falls through the cracks.
  3. Improves visibility on jobs and operations across the organization, and shines a light on problem areas to allow faster correction.
  4. Improved clarity around roles and responsibilities results in less conflict between employees.

Improve Sustainability

  1. It will be easier to on-board new hires, and integrate them into a solid existing process.
  2. Reduce the pain and lost knowledge from the departure of key staff, as all project information is centralized and easily reassigned.
  3. Increasing the amount of time staff spend on what they love and reducing the time spent on tedious overhead will dramatically improve employee retention.
  4. When survey companies are more profitable, it improves the stature and sustainability of the whole surveying profession!

Now is the Time

So, with all of that out of the way, let’s get your Job Book system set up as quickly as possible, so you can spend more time doing what you love.

We will be with you every step of the way.

Sincerely,

Mike & Doug, and the Cyanic Job Book team.

PS: If you don’t already have Job Book, Get Job Book