Use a Business Management Software Solution to Manage Change Orders

Your company offers a niche service to the oil and gas industry, and as you grow, you’re noticing more and more delays – on your end – when it comes to booking business.

You’ve added more staff to make service calls in the field, but the work is reaching locales farther and farther from your home office. Consequently, you find that you are handling most of their calls, as you need to see a copy of the client’s contract, or because you know where to find that last change order.

The problem is that when you need to see that contract or find that change order, you’re going into search mode. What document had that change order? Or was it in a spreadsheet? Oh wait, no – it was at the bottom of this email thread. While you’re sorting through this information, your client’s needs are being put on hold.

When you store information in separate documents, spreadsheets, and emails, it’s known as being held in isolated ‘silos.’ Silos hold information the same way their namesake did – in one location. If you're lucky, you'll find the information shared via the office network, but otherwise you'll find it only on the computer where you saved it. What you need is a streamlined process that keeps all the data in one place and updates it in real time.

In short, you need software that can handle change order management.

Tracking change orders in real-time is at the core of the business management software system. With an easy setup for almost any vertical industry, the changes are accessed intuitively via the “Customers & Sales” navigation center. The “Jobs” tab leads to the “New Change Order” option that also tracks the chain of authorized users making the requests.

The information in the “Jobs” tab can be updated to show the new end-date as well as all the forward data affecting expenses and revenue estimates. For better security, the software tracks changes via user and only allows an authorized user to sign off on the change order. Changes are automatically synced and applied.

Enterprise resource planning software also comes with mobile capabilities. Accessing change order information, retrieving documents, and generating reports from any location allows a business to be more flexible and responsive to its customers.

Business management software system makes managing change orders easy, saves time and manpower, and offers more accurate information more quickly. Contact Asyma Solutions to learn how to get one for your company.