Field Intelligence — How It Works
ABS · Balco · Quayside — Group

Every morning, the whole group on one page.

Our reps and technicians log what happens in the field. By 6am you and Nick get one report that tells you the truth — the story and the numbers, reconciled.

Prepared for: John Beck  ·  From: Nick
How it works — five steps
1

The field logs itself

Every rep, technician and trade-counter person captures each customer call on their phone — their own private link, their branch's own branding. Takes seconds; they can even just talk into it.

📱 On the road
2

Claude reads it overnight

The day's logs become clear insight — and Claude cross-checks what the reps say against what the ELCB numbers show. Where the story and the figures disagree, that becomes the headline.

🌙 Overnight
3

Each manager gets their pack

Ockert, Charles, Franscious and the tech lead each receive their team's summary — flagged accounts, competitor moves, who to visit — and plan the week's calls from it.

👔 The managers
4

Dean adds his read

Dean reviews the analysed Balco & ABS packs and adds his own comments before it comes up to ownership.

🔍 Oversight
5

The Owner's Wrap reaches you

One clean PDF — everything reconciled and flagged — lands on your and Nick's WhatsApp at 6am, every day.

📄 To you & Nick

One report replaces the old pile of scattered daily & weekly reports.

06:00
every morning
What changes for you

One report, not ten

The whole group in a single morning wrap — no chasing spreadsheets or forwarded emails.

Early warning

At-risk accounts and competitor moves float to the top before they cost us a customer.

The truth, checked

If a rep says "all good" but the account's spend is sliding, you'll see it — the numbers keep the story honest.

Run it from anywhere

Eyes on the entire group without being on the floor — the business runs on report, not presence.

What to expect — the rollout
Starting now

Rep & technician reports

Field logging goes live first. A sample report is already built for you to see the format.

Next

Counter + the number-check

Trade-counter logging, then the ELCB & paint-usage figures wired in for the reconciliation.

Then

The full Owner's Wrap

Dean's review layer and the 6am group wrap to you & Nick. Nothing changes for you but a better report.

Coming features — later phases

Order capture & sign-off

Reps take the order on the spot — the shop's authoriser signs on-screen, tagged with an official order number. A signed record, instantly.

Daily budget tracker

Each rep sees at a glance whether they're short or over target for the day and month — motivation without a manager having to ask.

Numbers reconciliation

ELCB day-ends, month-ends and paint-usage cross-checked against what the reps report — the story kept honest by the figures.

One system — every unit, its own skin
ABSBalcoQuayside

Built for the family — so the business runs on trust and information, not on being there.

Field Intelligence System · Group · illustrative overview