The client
A regional services operator with a field team of roughly 45 people across several sites. A decade of growth had left them running their dispatch, job tracking, and reporting out of a combination of spreadsheets, email threads, and a CRM that wasn't designed for the job.
The problem
Three knock-on effects were visible from the outside:
- The operations lead spent most of every Sunday stitching the week's data together for Monday morning reporting
- Crews on site regularly finished jobs that had already been cancelled because the update hadn't reached them
- Invoicing lagged by two to three weeks, tying up working capital the business couldn't spare
What we did
We spent two weeks inside the business understanding how the work got done in practice, then proposed a staged replacement rather than a big-bang rebuild. The first phase, a single operational dashboard unifying dispatch and job status, went live in eight weeks.
Over the following six months, we added the field-crew mobile app, automated invoicing triggers, and a simple reporting layer that replaced the Sunday spreadsheet exercise entirely.
What they chose
The client started on a service-by-service basis (Option B) for the first build, then moved to a fully managed retainer (Option A) once the platform was in production. We run hosting, support, and iterative improvements on an ongoing basis.