In this blog Thomas discusses robotic sign off automation with invoice creation
In this blog we discuss a business that has operated successfully and continues to grow in its market through providing market leading customer service using the “Datrabatix” technology. Timely information and fast data processing are key to providing its operational team with processes that let them only look at the exceptions. Jobs undertaken could take 7 days to bill now they are billed instantly when the service worker leaves the job. “Datrabatix” can be programmed to interrogate the business job platform and monitor jobs in progress. When a job is set to close the system then performs its checks against the job, regards the input from the engineer and validates it meets its operator defined criteria. If all the criteria are met the system will then tick off the automated checks and then use the SAGE API to perform checks to see if the invoice already exists and update it or create a new invoice as required. Additionally, “Datrabatix” provides daily reconciliation reports to validate all invoices created in a day match the accounting system data. Only exceptions are reported to the user for review. This creates many robotic steps avoiding the user needing to perform the same actions repeatedly. The scheduling functions in the system allow for regular checks of job closures and billing. As certain contracts required same day billing, having a user perform all the job checks before billing would require an increase in resource. Using the “Datrabatix” system has saved time and money while increasing throughput and allowing the user to focus on only the jobs requiring attention. As the “Datrabatix” product has developed it has expanded other modules such as GPS tracking, this service now allows for automated advice of arrival to the client, as linking the job system to the GPS module allows for automated advice of job completion. The system then using the mapping technology to ascertain the arrival time of the technician sends an automated advice to the client. The client has the option of viewing on a map where the technician is at any time and their likely arrival time live on screen. “Datrabatix” as a tool has several functions. The ability to add custom code including vendor DLLs from any application, this allows the tool to leverage various technology layers and be coded to seek out information and undertake robotic actions on your businesses behalf. Using this tool merely for trigger-based exception reporting offers great value for businesses as often time is used to check data across systems. The tool can import and normalise data from a great number of sources creating logical data structures in millisecond, it can then combine the data and create information on any schedule you so desire. If your business would benefit from linking its internal legacy platforms to your strategic systems this tool is perfect for the job. Please contact us to find out how we can add value and automate your business for the future.