How a one-stop-shop batch flows through JobFlow
Grant-funded work arrives in batches and lives or dies on paperwork. Here's the flow.
The partner uploads a spreadsheet; jobs appear
Your one-stop-shop or energy consultancy uploads their CSV of approved homes to their partner portal. Every job lands in your queue with the site details attached. No re-keying.
CSV upload → jobs in queueSurveys and installs, routed by county
Schedule survey and install visits across your service area, grouped by location and put in a smart driving order. Declarations of works, BER documentation and commissioning certs attach to each job as named deliverables, tracked until they're sent.
routed → visited → certs trackedOne consolidated invoice a month
All completed partner jobs roll into a single monthly B2B invoice with PDF download. The partner watches live status in their portal without ringing you, seeing only their own jobs and their own agreed pricing.
month end → one B2B invoice