Where do you keep your case files? In a program for your trade In spreadsheets, mail and folders In custom software In such a program, with lists and mail beside it On paper On the phone, in mail and messages Other
Where do you see how far each case file has come? In one system Spread over programs and lists With whoever follows the file
Where are the documents of a case file kept? With the file, in one system In a folder per file Spread over mail and folders Other
When a file stalls too long, who notices first? The system A colleague or myself Nobody, until the client calls
How does data get from one program to another, for instance from quote to invoice? Through a link, by itself We work in one program Through a file someone moves across Someone retypes it Other
What happens to documents that come in, such as quotes or certificates? They are filed automatically Someone reads them and copies the details over They stay in the mailbox until someone needs them Other
How does the work that comes back every week run, such as following up invoices or sending out schedules? It runs by itself Someone follows a fixed list By hand, every time again
How do reminders and follow-up mails go out? By themselves, at the right moment Someone sends them from a template Someone writes them anew each time
How do you draw up a quote or report? The system prefills it with the details from the file From a fixed model, filled in by hand From scratch each time
How do you plan recurring appointments, such as maintenance, inspections or follow-up visits? By themselves, with a notice Someone keeps a list When the client asks We have none
How do new requests come in? Through the website, straight into a case file Through a form someone copies over By mail and phone We have no website Through a tender or the client's platform Other
Can you change the content of your website yourself? Yes, we do that ourselves Through an outside party No
Can your clients see for themselves how far their file has come? Yes, online, whenever they like No, they call or mail us No, they only hear when everything is done
How does a client learn that their file has moved a step? An automatic message Someone calls or mails They do not hear
How does a client approve a quote or document? In the file By mail On paper Verbally or by message Clients need not approve anything Other
How does a client book an appointment or visit? Online, in a calendar Through a form someone schedules By phone or mail Clients do not book appointments Other
When you hand over a certificate or report, can the recipient check for themselves that it really comes from you? Yes, they can check it themselves No, then they call or mail us No, nobody checks it
Where do you plan who does which work? In the system, with the files In a separate planning program On a board or in a list In the head of whoever plans We do not plan people Other
