Automating Daily Reports: Streamlining Operations for Mattioni Plumbing, Heating & Cooling
How we saved the Mattioni team an hour per day of report creation. That’s roughly 20 hours per month, or 240 hours per year.
Summary
Mattioni Plumbing, Heating & Cooling has served Chester County, PA and surrounding areas since the 1948. They offer a range of services including emergency plumbing services, heating maintenance, air conditioning repair, drain cleaning, and more.
Adam Buncher is the General Manager at Mattioni. He originally approached dataconduit with a clear issue: spending too much time building daily reports.
Adam estimated that he and the team were spending between 5-10 hours per week creating a daily report that informed the business on projected sales for the upcoming day, sales from the previous day, and a categorical breakdown of which services were driving the most revenue for those days.
This report is crucial for the Mattioni team’s daily rituals, as well as for keeping a pulse on the health of the business day to day and week to week, but they wondered if there was a way to automate the creation and delivery of the report.
In this case study, we’ll explore the problem in greater detail, outline the goal for what Adam was looking for in a solution, and talk about the solution that we created for their team and the results it drove.
The Problem
Mattioni Plumbing, Heating & Cooling’s business is split into three categories:
- Maintenance
- Plumbing inspections
- HVAC tune up etc
- Demand
- Reactive problem-solving (repairs)
- Sewer service, HVAC breaks, etc
- Install
- HVAC install
The team tracks revenue against projections on a daily basis for each of these categories. Each morning, the team would review the prior day (jobs and actual revenue versus projections), as well as the outlook for that day. All of this information was tracked in a spreadsheet they call their Daily Huddle Report.
This report helps the team keep track of the health and trends of a business on a granular, day to day level. But the problem was that most of the spreadsheet depended on daily manual inputs from Adam or his team.
Each morning, they would clear old data from the daily sheet, and update the projections for that day. Then, the team would go into ServiceTitan to pull the actual revenue and job data from the previous day, and manually add that data to the relevant parts of the spreadsheet. Finally, they would manually pull information related to their marketing attributed / sales attributed revenue from the previous day, like deals closed from a tech-generated lead or a marketed lead.
The details of their old process aren’t necessarily important for you, the reader, to understand, but the point is that their team manually pulled these numbers every morning before the workday started. A real pain in the ass.
Goal
The scope of the solution was to create an auto generated report that is delivered to the inbox of the appropriate Mattioni team members at an agreed upon cadence.
Solution
To solve for this, our team built out the following:
- ETL: This stands for Extract, Transform, Load. Essentially, this is a functional codebase that allows us to extract Mattioni’s data from ServiceTitan, transform this data into the functional data points needed for Mattioni’s reports, and load this data into a consumable report for the team’s use.
- Automated Report Generation: The next step was to create the auto-generated report that would be delivered to the inbox of the appropriate Mattioni team members at a certain cadence. Now, each morning, the Mattioni team receives this Daily Huddle Report, fully populated and accurate, before they wake up so that they can review it at their standup.
- Monthly management and change log: Finally, we consistently monitor and maintain Mattioni’s reporting codebase and implement changes, improvements, and other tweaks as the business needs evolve.
- Graphic User Interface: We provided the Mattioni team with an interface that enables their team to manually update key values that change on an ongoing basis and impact the end report. This ensures the report automation remains accurate without dataconduit needing to act as a middleman each time something changes.
In short, Adam and his team now wake up with an accurate report in their inboxes that is created without any manpower from the Mattioni team.
Results
This solution saves the Mattioni team roughly an hour per day of report creation. That’s roughly 20 hours per month, or 360 hours per year.
Additionally, because dataconduit has an in-depth understanding of the ServiceTitan API, as well as the Mattioni codebase, making improvements or changes to the spreadsheet is simple for the dataconduit team to execute on.
Adam says, “The DataC team has been great from the jump. I live in the people, technical and financial sides of the plumbing heating and air conditioning industry. It’s not exactly the first industry that comes to mind when you think about computer software and automation. Not only did they help translate my thoughts into real solutions, they were a blast to work with and never made me feel bad about not knowing what I was talking about. It went so smoothly that our management team now has a list of things we are asking the DataC team to assist with automating that we are tackling now! ”
The other advantage that working with the dataconduit team offers is that we take our partnership with our clients seriously; we don’t set it and forget it.
dataconduit focuses on reducing your process friction so you can increase your revenue. If your team has any manual processes that you want automated, please reach out to us here and we’ll be happy to meet with you.
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