Raw

Top: We recommend extending Fieldbook to the North and Islands regions in Q1, provided the onboarding process is restructured to achieve the rapid adoption seen in Central and East.

Situation – Fieldbook is live in four of six regions; 83 % of technicians have activated accounts and 83 % of work orders are now created and closed in the system. Central and East reached full adoption within six weeks, delivering clear scheduling and cost benefits.  

Complication – South and West lagged because the two‑day classroom course was offered only once per region, leaving many technicians untrained; this caused shadow‑training, lost route time, and higher support tickets. In addition, data‑transfer gaps (missing asset‑history feed, mismatched invoicing codes) and manual re‑keying add operational friction and cost.  

Question – Should we roll Fieldbook out to the remaining two regions (North and Islands) in the upcoming quarter?  

Why (reasons)  
1. **Adoption feasibility** – The primary barrier in slower regions was a single, infrequent training session. A revised onboarding plan (multiple classroom slots, on‑demand webinars, and a “train‑the‑trainer” cascade) can replicate Central/East’s six‑week adoption timeline, avoiding the 11‑week lag seen in South.  

2. **Operational impact** – Across the four live regions, jobs per technician rose from 4.6 to 5.3 per day and travel time fell 18 %. Replicating these gains in North and Islands would increase capacity and reduce fuel costs. The remaining gaps (missing asset‑history feed and code‑mapping) are known, documented, and have vendor‑provided solutions awaiting Kestrel’s decision; they can be addressed in parallel with the rollout.  

3. **Financial case** – Licensing and hosting cost £13,500 per month for the two new regions. Overtime fell 12 % and fuel cost per job fell 9 % in the existing rollout, delivering a pay‑back within two quarters in Central/East. Assuming similar adoption, the extension is projected to become cash‑positive by Q3, even after accounting for the modest additional staffing needed for training and temporary support.  

What I need now: Approval to proceed with the Q1 rollout to North and Islands, together with the revised onboarding plan (multiple training sessions, webinar support, and a designated integration owner).