Shopfitting and installations

Keep multi-site installation work organised from assignment to client record

Connect each fitter, location, shift, expense and signature to the correct installation job instead of reconstructing the record after completion.

Current workflow

How shopfitting installation records usually get rebuilt

The office confirms the location, shares access notes with the crew, handles night-work changes, waits for signed hours and then pieces together travel, parking, client sign-off and invoice support after the installation.

Where installation records lose accuracy

Teams move between client locations

The current address, assignment and client context need to reach the right worker.

Rates and extras differ

Night work, travel, parking and job-specific arrangements complicate manual calculations.

Client evidence matters

Office teams need signed job records before billing or answering a client query.

A job-centred installation workflow

FitterFlow preserves the site-specific context while supporting repeated templates for common work.

01

Build the installation job

Set location, timing, client, worker requirements and applicable rate rules.

02

Dispatch the crew

Assign workers and share private shift access for the current location.

03

Record completion details

Capture time, breaks, notes, allowances and both signatures.

04

Prepare the commercial record

Approve the timesheet and generate invoice records and signed PDF job sheets.

Before and after

What changes in the shopfitting workflow

Before

Location, access notes and crew allocation are copied between jobs.

With FitterFlow

Job templates and assignments keep the current site context tied to the worker record.

Before

Night work, travel and parking are reconciled after the installer reports back.

With FitterFlow

Supported extras stay with the timesheet while the record is reviewed.

Before

Client evidence depends on a signed paper sheet or later email.

With FitterFlow

Worker and supervisor signatures remain attached to the job sheet.

Before

The commercial record is assembled separately from the field record.

With FitterFlow

Approval, signed PDFs and invoice records are generated from the same operational flow.

Operational outcomes

What the operation gains

  • Installation records separated correctly by client and location.
  • Configured extras retained with the underlying timesheet.
  • Reusable templates for recurring installation patterns.
  • Signed PDFs that support client and billing follow-up.
FAQ

Questions about this workflow

Can recurring installation jobs use templates?
Yes. Job templates are supported for repeating operational setups.
Does FitterFlow include project snagging?
No. The product focuses on workforce and timesheet operations rather than construction project snag lists.

Map one real shopfitting and installation teams workflow

Create your agency account, configure the first records on Free, and upgrade when you need monthly timesheets and more capacity.