Clients
Greenpro Energy Consultants / Carlow

How an energy consultancy stopped working blind and started growing on purpose

Bobby C., Managing Director, Greenpro Energy Consultants

The work was coming in, but nobody could see the shape of it: which jobs made money, which sectors were worth chasing, who still owed, and which engineers were carrying the load. We built one system that holds every job and puts all of it in plain view.

Before

Picture a job arriving at Greenpro.

Someone makes a card and drops it into the first list. The client, the address and the agreed price go into a spreadsheet. The emails stay in Outlook. The card then moves across the board as the work progresses.

None of it is complicated, just messy. The same job is written down in three places, and the business had outgrown that way of working.

Representative of the board Greenpro worked from: a list per stage, a card per job, and the real detail kept somewhere else.

It gets a bit crowded looking... a bit confusing looking at it.

Bobby C.Managing Director, Greenpro Energy Consultants

What that was costing

  1. The same job, written down three times

    Board, spreadsheet, inbox. Every job is entered more than once, and every change chased through all three.

  2. Work slips between the tools

    A job waiting on a document looks exactly like one on track. The work stalls, and the client usually notices first.

  3. Nobody can see what is working

    Which jobs make money, which sectors to chase, who is carrying the work, who still owes. None of it is visible unless someone pulls it together by hand.

What we built

  1. Every job in one place

    Problem
    Lifecycle on a board, detail in spreadsheets, client thread in Outlook.
    Cost
    No single record anyone could trust for what was booked, done or owed.
    Fix
    One linked system for jobs, contracts, clients, engineers and estate agents, each job with its own detail, status and price. So every job has one record, from first booking to marked paid.

  2. Job types and pricing, set once

    Problem
    Every job quoted as it came in, with no standard structure.
    Cost
    Similar work charged differently depending on who quoted it.
    Fix
    Standard job types and pricing, including the BER split and commercial SEAI cases, with repeat and credit clients separated. So profitability is visible per job.

  3. Engineers run their own work

    Problem
    No view of their own schedule. Status came back by phone or text, then was typed in again.
    Cost
    Office time spent transcribing, and a board always behind the field.
    Fix
    Each engineer gets their own jobs, a weekly calendar flagging anything unscheduled, access set by role, and assignments that notify whoever has to act. So the system reflects the day as it happens.

  4. The owner can see the whole operation

    Problem
    No layer above the individual jobs. Reports were compiled by hand, if at all.
    Cost
    No read on sectors, engineer performance or what was outstanding. Decisions made on impression.
    Fix
    Reporting over the job data: revenue by job and sector, performance by engineer, live workload and payment status. So the owner runs the business on what it is actually doing, and finds any of it in seconds.
After

  • Every job has one home

    Booking, detail, status and price on one record, priced the same way every time.

  • Engineers run their own day

    Their own list and week, without going through the office.

  • Nothing has to be hunted for

    Any past job, client or price, back in seconds with its history.

  • The owner can see the whole business

    Revenue by job and sector, performance by engineer, and what is still unpaid.

The speed of everything, the ability to automate the invoice generation and taking people's details is much easier.

Bobby C.Managing Director, Greenpro Energy Consultants
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