BBU1 MASTER MANUAL VOL 6: FIELD SERVICE

Vertical Code: field_service | Automated Tax Rate: 16.00% Specialty: Appointments, Technician Tracking & Mobile Billing Target Market: Plumbing & Electrical Firms, Salons & Barbershops, Cleaning Servi

PHASE 1: SYSTEM BIRTH (SIGNUP & HYDRATION)

The journey begins by building the "Appointment Engine."

1. Identity Entry: The user enters the Service Business Name (e.g., "Sovereign Home Fixers") and Owner details.

2. Vertical Selection: The user selects Field Service (Trades, Barber, Salon) from the dropdown.

3. The BBU1 Trigger: Upon clicking "Sign Up," the BBU1 backend executes the hydrate_universal_tenant() function.

   • Automation: The system detects the "Field Service" code and automatically creates a 16.00% Standard Service Tax profile in the tax_configurations table.

   • Module Activation: BBU1 activates booking, appointments, inventory_consumption, work_orders, and timesheets.

   • Security: 100% RLS is applied to the business_id. Your technician schedules, customer addresses, and profit margins are physically isolated from competitors.

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PHASE 2: SERVICE & TEAM CONFIGURATION

Before the first booking, the user defines the "Menu of Services."

1. Service Catalog: Navigate to Services > All Services.

   • Add items like "AC Maintenance," "Executive Haircut," or "Home Cleaning."

   • Price Logic: Enter the base price. BBU1 automatically adds the 16% tax to show the final price to the customer.

2. Staff Registry: Navigate to Management > Employees.

   • Add your technicians/stylists. BBU1 creates a link in the profiles table to allow them to log into the mobile view.

3. Physical Locations: (Optional) If you have multiple salons or branches, add them in Management > Physical Locations.

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PHASE 3: THE APPOINTMENT ENGINE (CRM)

BBU1 acts as the front-desk coordinator.

1. Customer Onboarding: Navigate to CRM > Customers. Add the customer’s phone, email, and physical address.

2. Booking a Slot: Navigate to Booking > Appointments.

   • Select the Customer, the Service, and the Technician.

   • Automation: BBU1 checks the appointments table to ensure the technician isn't double-booked (Collision Detection).

3. Status Sync: The technician receives a real-time notification in their BBU1 mobile dashboard.

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PHASE 4: FIELD EXECUTION & STOCK CONSUMPTION

This is where BBU1 captures "Hidden Costs."

1. Starting the Job: The technician clicks "Start Job" on the mobile interface. BBU1 records the start_time in the time_entries table.

2. Material Consumption: If the job requires parts (e.g., a new valve or specialized hair dye):

   • The technician selects the item from the Inventory Command Center.

   • Automation: BBU1 executes the inventory_consumption logic. It deducts the part from the van/shop stock and attaches the cost to the customer's specific work_order_id.

3. Completion: The technician clicks "Finish." BBU1 calculates the total labor duration automatically.

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PHASE 5: THE 16% AUTOMATED INVOICE

The user never has to "calculate" the bill.

1. Generation: Upon job completion, BBU1 triggers the fn_sovereign_accounting_kernel.

2. The Math: BBU1 adds:

   • (Service Price) + (Consumed Material Price) + (Labor Hours, if applicable).

3. The Tax Weld: The system automatically calculates the 16% VAT/Sales Tax on the total.

4. Payment: The technician can collect payment on-site via Mobile Money. BBU1 generates a Receipt instantly and sends it to the customer via email/SMS.

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PHASE 6: LABOR & FLEET MONITORING

1. Timesheet Audit: Navigate to HR > Time & Attendance.

   • The owner can see exactly how many "Billable Hours" each technician generated versus their actual hours worked.

2. Workforce Location: Navigate to Management > Physical Locations.

   • BBU1 tracks where jobs are being completed via the employee_locations table, ensuring technicians are actually on-site.

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PHASE 7: AUTOMATED REPORTING & PROFITABILITY

1. Sales Reports: Navigate to Reports Center > Sales Reports.

   • BBU1 breaks down revenue by Service Type. (e.g., "Are we making more from Haircuts or Facials?")

2. Tax Hub: Navigate to the Tax & Compliance Hub.

   • See the total 16% liability for all field jobs completed.

3. Audit Trail: The owner can see every time an appointment was "Canceled" or "Discounted" by a staff member, stopping revenue leakage.

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PHASE 8: ASK AURA (SERVICE ANALYTICS)

The owner can ask Aura to optimize the workforce:

• "Aura, who is our most efficient technician based on job completion time this month?"

• "Aura, show me a report of all AC repairs that utilized the 'Coolant' inventory item."

• "Aura, what is our projected 16% tax return for this service period?"

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SUMMARY OF THE FIELD SERVICE ADVANTAGE

• Collision-Free Booking: No double-booked staff or rooms.

• Total Consumables Tracking: Every part used in the field is deducted from inventory and billed.

• Automated 16% Tax: BBU1 handles the service tax logic for every invoice and appointment.

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