The situation
The company had more than 1,200 service-agreement customers, and every one of them was owed regular maintenance. A lot of those visits had quietly slipped past due. The work itself was never the issue. The trouble was that nobody could see who was overdue, so those visits just sat there, unbooked and unbilled, while the revenue waited.
What I built
I pulled their live job data from their field software and worked out which service-agreement customers were past their maintenance cadence with nothing on the books. Then I cross-referenced that against the jobs already scheduled for the next three weeks, so the office could see which overdue customers a truck would be passing anyway.
The result was two things they could act on the same day:
- A call sheet grouped by area, worst-overdue first, with phone numbers and the days a tech is already nearby.
- A map showing the overdue customers as dots inside the zones where work was already booked.
The result
110 customers were genuinely due, and 98 of them sat in an area with a job already coming up in the next three weeks. That’s 98 visits the office could book with a single call and almost no extra drive time. The data had been there the whole time. Once it was visible, a pile of idle agreements turned into a morning’s worth of phone calls.
If you’ve got work hiding in your own system, let’s talk.