- Industry
- Gas supply distribution and appliances servicing, serving both residential and commercial customers.
- Client Type
- Established SME with delivery, servicing and administrative teams.
- Business Goal
- Preparing a traditional gas distribution business for a services-led future.
- Services Delivered
- Business Process Redesign · Job Redesign · SOP Development · Job Scheduling System
- Project Focus
- The company is expanding from gas supply into appliances servicing. The existing operating model, built around delivery routes, does not fully support the coordination needed for a services business — where jobs, technicians, spare parts and customer history all have to move together.
What this business was working through
- Legacy processes built around gas delivery, not appliance service jobs.
- Job scheduling handled manually, creating coordination pressure as service volumes grew.
- Overlapping responsibilities between delivery, service and admin teams.
- Limited visibility into job status, technician workload and job history.
- Finance and operations working in separate systems, leading to double-entry and reconciliation effort.
The work that moved the needle
Business Process Redesign
Redesigned core workflows across enquiry, job booking, despatch, servicing and invoicing to fit a service-led operating model.
Job Redesign
Clarified roles and responsibilities across delivery, servicing, admin and finance so ownership of each step was explicit.
SOP Development
Documented SOPs for the most critical operational processes to reduce dependency on individual memory.
Job Scheduling System
Supported the design and rollout of a job scheduling flow to manage service jobs, technician allocation and job status visibility.
Xero Integration
Aligned the operational workflow with Xero so finance and operations worked from consistent data.
Change Support
Hands-on adoption support with operational, servicing and admin teams.
What changed for the business
- A clearer operating model designed around service jobs, not only delivery routes.
- Improved coordination between operations, servicing, admin and finance.
- Better visibility into job status, technician workload and job history.
- Reduced manual reconciliation between operations and finance.
- A more scalable foundation to support future growth in the appliances servicing business.
Explore what powered this engagement
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