Guide5 min read
How to stay ahead of truck service without a whiteboard
Set service reminders by miles or by date, have drivers log mileage from the phone, and see which trucks are due before one breaks down.
Example shop5 min read
An example 15-person cabinet and millwork shop stops running out of hinges and plywood in the middle of a job.
An example, not a real company: how a company like this runs on Krew Point.
An installer stands in a customer’s kitchen with 12 doors to hang and 8 hinges in the box. The shop is 40 minutes away. This is an example cabinet and millwork shop with 15 people, two install crews, a box truck and two vans. A call like that comes in about once a week.
The shop runs on a lot of small parts. When one of them runs out in the middle of a job, everything stops.
Hinges, drawer slides, edge banding, screws and glue live on open shelves. A clipboard hangs at the end of the aisle, so people can write down what they take. Some days they do.
By Thursday, the sign-out sheet says two boxes of hinges went to a job, with no job number. The shelf says there are four boxes left. Nobody is sure which one is right.
Once a month, someone counts everything by hand. In between, the first sign of trouble is a call from a kitchen.
One missing box costs more than the box. This is an example for a shop this size, not a measured result, so try it with your own numbers.
Say one install a week stops for a missing box of hinges, and 2 installers wait 3 hours. That’s 6 hours. Add a 2-hour run to the supplier, and it comes to about 8 hours a week.
And that’s before the customer who took a day off work to let the installers in.
In the example, every part on the shelf is in Krew Point’s Warehouse, with its bin and how many are on hand. When someone takes hinges for a kitchen, they open Pull Material on the phone, pick the job, set how many, and tap Pull.
On hand goes down by that much, and the parts go on that job. When an install crew brings back what they didn’t use, they tap Return, and on hand goes back up.
New stock gets received when the supplier’s truck shows up. When it’s time to count the shelves, the count goes in the app, not on a clipboard.
When a part runs low, it’s marked Low on the Warehouse list, and the office sees it on Home under Low stock. That’s the order list, already made.
The office manager orders hinges while the shelf still has two boxes, not when an installer calls from a kitchen.
Every pull names its job, so nobody has to guess where the hinges went.
The install crews used to leave the shop with a printed job sheet and a cut list. Now each installer opens Today on the phone and sees the job, the address and Directions.
The job carries its checklist: boxes set, leveled and fastened, doors hung, drawers adjusted, touch-up, walk-through. The office watches it move from 2 of 7 to All done, and the last walk-through’s small fixes go on the punch list.
Photos of the finished kitchen go to the job from the phone. When the customer calls in a year about a door that sags, the office can see how it looked the day it went in.
The trucks matter as much as the shelves. A truck down on install day is a kitchen that doesn’t get installed.
Each truck’s service is set by miles or by date, with its registration and insurance dates too. Drivers log mileage from the phone, under Truck Mileage. When a truck is due, the office sees it in Trucks due, and a reminder comes in as an alert.
Day one starts with a count: every part on the shelf, its bin and how many, typed into the Warehouse once, with us. The jobs, the trucks and the people go in the same week, so the numbers start out right.
Then the clipboard at the end of the aisle comes down. The phone in everyone’s pocket is the sign-out sheet now.
| What | Before | With Krew Point |
|---|---|---|
| Taking parts | A sign-out sheet, filled in some days | Pull Material on the phone, to the job |
| What’s left | A hand count once a month | On hand changes with every pull and return |
| Ordering | When an installer calls from a kitchen | When Low stock shows up on Home |
| Trucks | Oil changes when someone remembers | Reminders by miles or by date |
Guide5 min read
Set service reminders by miles or by date, have drivers log mileage from the phone, and see which trucks are due before one breaks down.
Example shop5 min read
An example 60-person excavation company trades a dozen Google Sheets and Excel files for a custom build that fits how it works.
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