JP2002288266A - Productivity evaluation system for utility work - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a system that realizes reliable productivity evaluation by utility working personnel unit in a utility work. SOLUTION: This productivity evaluation system for utility works is provided with a job management file part, which manages the sales and cost in the utility works and a performance outputting means which outputs performance record list for each of the utility works, based on the data from the job management file part. The job management file part is provided with a sales file, which house and manages the sales volume for each utility work, an equipment cost file which stores and manages the equipment cost for each utility work, a labor cost file which stores the manages the labor cost for each utility work and gross margin proportionally-dividing the which stores and manages the proportional division for the utility work executer unit to a crude profit calculated by each utility work, and the performance output means output the list of the proportionally divided gross profit for each utility work executer unit.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a business management file section for managing sales and costs in facility construction, and a performance output means for outputting a performance list for each facility construction based on data from the business management file section. The present invention relates to a productivity evaluation system for equipment construction provided with a.

[0002]

2. Description of the Related Art In a conventional system for managing facility construction work, a gross profit for each facility construction is calculated by inputting a sales amount, equipment cost and labor cost for each facility construction, and outputting in a predetermined form. can do. Further, by linking and filing the facility construction worker in charge of each facility construction, it is possible to output a facility construction list and a gross profit list for each facility construction person.

[0003]

However, in the conventional system, when a plurality of equipment workers are engaged in a single equipment work, it is possible to view what kind of equipment work each equipment worker was engaged in. A list can be output, but regarding the relationship between the gross profit and the person in charge of the facility construction work, the gross profit in the facility construction is simply linked to each facility construction worker at most, so multiple facilities The contribution of the person was unknown at all. Even if it is unavoidable that the gross profit is divided by the number of persons in charge of the equipment construction work, the skill and experience of each equipment construction worker will not be taken into account at all. There were many uncertainties and it was difficult to use it. In view of the above situation, an object of the present invention is to provide a system for realizing a reliable productivity evaluation for each facility builder in facility construction.

[0004]

[MEANS FOR SOLVING THE PROBLEMS] In order to achieve the above-mentioned object, a business management file section for managing sales and costs in equipment construction, and a performance list for each equipment construction is output based on data from the business management file section. In the productivity evaluation system for equipment construction according to the present invention, the business management file unit includes a sales file for storing and managing a sales amount for each equipment construction, and an equipment cost for each equipment construction. And a labor cost file that stores and manages labor costs for each piece of equipment work, and a gross profit apportionment file that stores and manages the apportionment of gross profit calculated for each piece of equipment work by each person in charge of equipment work. And the result output means outputs a gross profit list allocated to each person in charge of equipment.

[0005] In this configuration, a gross profit apportionment file for storing and managing the apportionment of the gross profit calculated for each facility construction by each person in charge of the facility construction is provided, so that a plurality of facility constructions can be performed in a single facility construction. Even when a worker is engaged, it is possible to record the degree of contribution to the gross profit of each facility worker in a plurality of facility construction units. Therefore, by using this gross profit apportionment file, a gross profit list apportioned for each person in charge of equipment can be output. From this list, the construction gross profit is strictly checked and adjusted for each property and each person in charge. Can be. This is important information for more accurate evaluation of the equipment construction worker, and is also important information for the management strategy for maximizing gross profit.

At this time, if the gross profit calculated for each facility construction is obtained by subtracting the man-hours of the engaged construction worker from the construction sales amount by the unit price, the so-called labor cost is reduced. , And the exact gross profit for each facility construction work and each construction worker is calculated, and the gross profit performance can be grasped with high reliability.

In one preferred embodiment of the present invention, the apportionment for each person in charge of the facility construction is manually input as a percentage with respect to the amount of money or gross profit. In this case, when the completion of the facility construction is reported, the facility construction manager or the manager directly inputs the amount allocated to each facility construction manager, or a ratio (for example, a percentage) to the total gross profit.
In that the input, it is a practice to put in always mind the contribution rate against each person is gross profit.

Of course, such manual input is
Since a certain burden is imposed on the input person, it is also convenient to have a function of automatically inputting the information as needed. As a preferred embodiment for this purpose, it is proposed in the present invention that the apportionment for each person in charge of equipment is automatically set based on an apportionment table set in advance. Preferably, in the apportioning table, an expected contribution rate when a plurality of teams are formed is set for each team based on the skill and experience of the facility construction worker. Therefore, when the number of persons in charge of the facility work and the name of the person in charge are input, the contribution ratio, that is, the proportion to the gross profit is automatically set and written in the gross profit distribution file. This distribution table is revised every predetermined period for strict management. It is also convenient to prepare different apportionment tables for each construction type so that they can be selected appropriately.

[0009] construction equipment such as air conditioners and water heaters, generally are defined service area is fine, equipment installation technician is doing the construction activities of the service shop and sales office having jurisdiction over each area as a base. For this reason, when the above-mentioned system is installed alone in the construction center or the facility headquarters in a stand-alone form, the person in charge returns to the construction center or the facility headquarters in order to input information for the construction completion report. Or the relevant information must be sent by facsimile or mail. In order to avoid such inconvenience, in the system according to the present invention, the business management file unit is constructed in a network server, and a write input for each file constructing the business management file unit is performed by a client connected to the network. Done through the terminal. In other words, when the construction completion information including gross profit distribution is input using a terminal that is installed in a service shop or sales office that has jurisdiction over each area and that can connect to the server through a network such as the Internet or a dedicated line, that is, a client computer, Can be. Particularly, in a preferred embodiment, the terminal is a mobile phone communication network or a PHS.
It is proposed that the computer is a mobile computer that can access a server via wireless communication such as a communication network. in this case,
Construction completion information can be input to the server from anywhere when the facility construction is completed. Other features and advantages according to the present invention will become apparent from the following description of embodiments with reference to the drawings.

[0010]

FIG. 1 shows one embodiment of a productivity evaluation system for facility construction according to the present invention. In this embodiment, a computer system as a server 1 of this system is connected to an in-house LAN and installed in a facility headquarters. The in-house LAN has a desktop terminal 2 as a client of the system.
(Composed of a general-purpose personal computer) and a network printer 6 as an output device of the system. Further, the in-house LAN is also connected to a communication network 4 as a generic term such as the Internet or a dedicated line via a gateway (or router) 5, and similarly, a common communication network 4 via a gateway (or router) 5. The server 1 exchanges information between a desktop terminal 2 as a client installed in a service shop or the like that can be connected to the Internet, and a mobile terminal 3 that can be connected to a communication network 4 through a gateway 5 and a mobile phone or PHS. It can be performed. The mobile terminal 3 is carried by a facility builder or a salesperson, and can access the server 1 from anytime and anywhere to input and retrieve business information and construction information.

[0011] Here, this production evaluation system is applied to the type of business that performs equipment construction such as air conditioners and water heaters. In this industry, a person in charge of equipment construction works in a service shop that supervises a relatively finely divided service area. The server / client system as described above is suitable because the construction activity is carried out from a sales office or a sales office.

Since the server 1 has a WWW server function and the clients 2 and 3 have a WWW browser function, information between the server 1 and the clients 2 and 3 is transmitted in the form of an HTML document using HTTP. Therefore, user-friendly input work can be performed by the clients 2 and 3 while using a screen display in which an image image and a text are mixed.

The flow of business management in this productivity evaluation system will be described with reference to the flowchart of FIG. First, when a sales representative receives an estimate of a device sales construction project from a customer, a quote is created by inputting device estimation data and construction estimation data through the terminal 2 (#
1). If this estimate projects reaches orders, estimation data is converted to sales data after additional information has been added the required, is recorded in the server 1 of the sales file. This sales file contains all of the selling price / cost details (#
2). When the construction manager and the scheduled construction date and time are determined and the customer's consent is obtained, the construction of the equipment is carried out (#
3). When the construction is completed, as will be detailed later,
The construction completion report is sent from the terminal 2 or the terminal 3 to the server 1 by the construction manager or the manager thereof. The construction completion report includes the input of man-hours of the construction staff, the input of equipment / construction details, and the gross profit distribution of the construction staff in units of construction projects (# 4). Since various data of the facility construction performed in this manner is stored in the server 1, the result management is performed on a monthly basis or at a predetermined cycle using the stored data. In this performance management, for example, a performance table in which the gross margin contribution degree for each equipment worker is specified is output (# 5).

FIG. 3 shows a business management file unit 10 and a WWW server unit 20 which are important functions of the present invention constructed by programs and hardware in the server 1.
And the interface unit 30 are schematically shown. The business management file unit 10 includes a sales file 11 in which all items relating to equipment sales and equipment equipment construction sales for each order item are stored, an equipment cost file 12 for storing and managing equipment costs for each equipment construction, A labor cost file 13 for storing and managing labor costs for each of the facilities, a gross apportionment file 14 for storing and managing the apportionment of the gross profit calculated for each facility work by each person in charge of the facility work, and these files 11 to 1
4 includes a file management unit 15 that controls reading and writing of data. The WWW server unit 20 generally has C
Through an intermediary of the GI (Common Gateway Interface) interface 30 which employs a system, while exchanging business management file unit 10 and the data, the data input screen and the data output screen according to the request of the terminal 2 and 3 are created, It is sent to terminals 2 and 3.

An important point of the present invention lies in the gross distribution input in the construction completion report of step # 4 in the flow chart of FIG. 2, so that this construction completion report work will be displayed on the monitor of the terminal 2 or 3. This will be described with reference to the screen shown in FIG.

First, in order to complete the construction of a specific facility, a construction completion button is displayed by selecting a construction to be completed from an order list selection screen displayed by clicking a construction completion button in a main menu. The construction completion input screen 40 shown in FIG. 4 is used. On the construction completion input screen 40, data already input in the order receiving stage (see FIG. 2 # 2) and the construction execution stage (see FIG. 2 # 3) and stored in the work management file unit 10, such as a construction number, Data such as an order receiving date, a construction date, a construction name, a sales person, a construction person, and a customer name are displayed.

After inputting the date in the field of the construction completion date,
When the equipment / construction details button 41 is clicked, an equipment / construction details input screen 50 shown in FIG. 5 is displayed. On this screen, in addition to the construction number, the construction name, and the customer name, an equipment entry field 51 for entering equipment handled in this facility construction and a construction entry field 5 for entering various construction details included in this facility construction
2 are provided. The device input field 51 has a display frame for the code of the equipment handled in this facility construction, its quantity, unit price, and amount. When the code of the equipment and its quantity are entered, the equipment name and unit price are displayed in the business management file section. It is automatically displayed on the screen by being extracted and downloaded from ten suitable files. Further, the amount is calculated and displayed including the total. Of course, it is also possible to change the name and value automatically displayed through this screen.
Similarly, the construction input column 52 has display frames for the construction code, the construction details, the quantity, the unit price, and the price, and the details of the relevant facility construction can be input through manual input or automatic input.

When the man-hour input button 42 is clicked on the construction completion input screen 40, a man-hour input screen 60 shown in FIG. 6 is displayed. On this screen, the corresponding construction number and the construction name are displayed, and the construction input box 61 for entering the name of the person in charge of the equipment construction, and the number of man-hours spent on the construction by the equipment construction person are displayed in units of hours. Are provided for a plurality of persons. The construction unit price for each person in charge is stored in a table in advance and stored in the work management file unit 10. Therefore, by inputting the name of the person in charge and the number of man-hours, the cost of the facility construction can be calculated.

When the input is completed, the user clicks the OK button to return to the construction completion input screen 40, and the data obtained based on the data entered as described above is displayed in the construction charge column and the sales amount column. Will be done. Here, by clicking the registration button 43, the user can return to the main menu. As described above, when the construction completion input operation is completed, it is possible to output an invoice or a completion report.

To perform the gross apportionment for each piece of equipment work that can be calculated by inputting through the construction completion input screen 40, a list of construction completions is listed by clicking a gross apportionment button on the main menu. From the selection screen,
Displayed by selecting the construction for which you want to perform gross profit distribution.
The gross profit distribution screen 70 shown in FIG. 7 is used.

A gross profit apportionment input screen 70 includes a construction basic data display area 70a displaying the name of the work, the construction date, and the sales amount, and an equipment gross apportionment display area for apportioning the equipment gross profit. 70b, and a work gross apportionment display area 70c for inputting apportionment of work gross profit. Here, the equipment gross profit is obtained by subtracting the cost from the sale price of substantially were sales equipment, construction gross profit is substantially multiplied by the unit price to the man-hours of construction personnel engaged from construction sales amount Minus the amount paid.

In the device gross profit apportionment display area 70b, the total amount of the device gross profit, the assigned amount of the sales person to the device gross profit and the name of the person in charge, the allocated amount of the construction gross personnel to the device gross profit, and the like. A frame where the name of the person in charge is entered is arranged. Similarly, in the construction gross profit apportionment display area 70c, the total construction gross profit, the assigned amount and the name of the salesperson for this construction gross profit, and the assigned amount and the person in charge of this construction gross profit for each construction worker are also displayed. The frame to be entered is arranged.

The assigned amount of the sales person or the assigned amount of the construction person arranged in the equipment gross apportionment display area 70b and the construction gross apportionment display area 70c, respectively, can be directly input to the amount. Using the input screen shown in FIG. 8, which is displayed by clicking the operating rate button 71, the user can input a percentage representing a contribution rate such as a business apportioning rate or a construction apportioning rate. Furthermore, when the gross profit apportionment input screen 70 is first opened, the allocation amount calculated based on the apportionment table 14a (see FIG. 3) set in advance is displayed. Only if you want to modify
Either enter the amount directly or enter the apportionment rate.

Further, when there are a plurality of sales persons and construction persons, it is necessary to set the gross profit distribution for each person. In this case as well, the amount can be directly input to the assigned amount frame of each person in charge, but is displayed by clicking the input button 72 based on the rate.
By using the input screen shown in (1), the gross profit distribution for each person in charge can be input as a percentage that indicates the contribution rate. Also in this case, when the gross profit apportionment input screen 70 is first opened, the allocation amount calculated based on the apportionment table 14a set in advance is displayed, so this is the initial state. Only when it is necessary to correct the value, enter the amount directly or enter the apportionment rate. Although FIG. 9 shows only the screen for inputting the apportioning rate of the construction gross profit, the input screen for the apportioning of the construction business gross profit, the apportionment of the equipment sales gross, and the rate input screen for the apportionment of the equipment construction gross are also prepared. ing.

In this manner, the apportionment of the gross profit calculated for each facility construction by each facility construction worker and, if necessary, the distribution of each salesperson by the terminal 2 or 3 are input at any time and from any place. Gross distribution file 1
By storing and managing the information in step 4, even when a plurality of facility workers are engaged in a single facility work, it is possible to reliably record the degree of contribution of each facility worker to gross profit in units of a plurality of facility works.

[0026] As described above, various data construction equipment that is input from the terminal 2 or 3 is sent to the server 1 server 1
The result table is printed out in a predetermined output format that is convenient for the result management on a monthly basis or in a predetermined cycle by using these stored data. As an example of the performance table, FIG. 10 shows a performance breakdown list for each equipment construction worker. In this list, the man-hours, construction gross profit, labor cost, and construction gross profit per man-hour are output on a monthly basis. From this list, it is possible to more accurately evaluate the equipment construction workers. It can be used as important information for productivity evaluation.

In the above-described embodiment, for the sake of simplicity, the business management file unit 10 is composed of various individual files. However, the business management file unit 10 has a so-called relational database. In the construction, the sales file 11 and the equipment cost file 12 and the labor cost file 1 for storing and managing the labor costs for each facility construction work are preferable.
3 and the gross distribution file 14 may be integrated in various combinations or may be partially divided. That is, the business management file unit 10 as this database
In this case, the sales data, the equipment cost data, the labor cost data, and the gross apportionment data may be filed and stored and managed so as to be searchable and extractable. Even if a database is constructed by such various structuring methods, all of them fall within the scope of the present invention.

[Brief description of the drawings]

FIG. 1 is a schematic diagram showing one embodiment of a productivity evaluation system for facility construction according to the present invention.

FIG. 2 is a flowchart showing a flow of business management in the productivity evaluation system.

FIG. 3 is a schematic diagram showing a configuration for data access between a terminal and a business management file unit constructed by a program and hardware in a server.

FIG. 4 is a monitor screen showing an installation completion input screen.

FIG. 5 is a monitor screen showing an equipment / construction details input screen.

FIG. 6 is a monitor screen showing a man-hour input screen.

FIG. 7 is a monitor screen diagram showing a gross profit apportionment input screen.

FIG. 8 is a monitor screen showing a sales apportioning rate input screen.

FIG. 9 is a monitor screen showing an input of a prorate of construction gross profit.

FIG. 10 is a printout diagram showing a breakdown list of equipment construction workers.

[Explanation of symbols]

 Reference Signs List 1 server 2 client (user terminal) 3 client (user terminal) 4 communication network (internet) 10 business management file section 11 sales file 12 equipment cost file 13 labor cost file 14 gross profit distribution file 15 file management section 20 WWW server section

 ────────────────────────────────────────────────── ─── Continuation of front page (72) Inventor Kenichi Tsujikawa Inside Osaka Gas Co., Ltd. 4-1-2 Hirano-cho, Chuo-ku, Osaka-shi, Osaka

Claims (5)

[Claims] 1. A facility management system comprising: a business management file section for managing sales and costs in facility construction; and a performance output means for outputting a performance list for each facility construction based on data from the business management file section. In the productivity evaluation system, the business management file section includes a sales file for storing and managing the sales amount for each facility construction, an equipment cost file for storing and managing the equipment cost for each facility construction, and a labor cost for each facility construction. A labor cost file for storing and managing the gross profit calculated for each piece of equipment work, and a gross profit apportionment file for storing and managing the apportionment of the gross profit calculated for each piece of equipment work for each person in charge of the work. A productivity evaluation system for facility construction, characterized by outputting a gross profit list. 2. The method according to claim 1, wherein the gross profit calculated for each facility construction is obtained by subtracting an amount obtained by multiplying a man-hour of a worker in charge of the construction by a unit price from a construction sales amount. Productivity evaluation system. 3. The productivity evaluation system for facility construction according to claim 1, wherein the apportionment for each person in charge of the facility is manually input as a ratio to a monetary amount or a gross profit. 4. The productivity for installation work according to claim 1, wherein the apportionment for each facility operator is automatically set based on a preset apportionment table. Evaluation system. 5. The business management file section is constructed in a network server, and writing input for each file is performed through a client terminal connected to a network. Productivity evaluation system for the described equipment construction.