Built a job system that runs from quote to invoice across the office, the workshop, and crews in the field.
A field-services & manufacturing business
FIG.01 · Headline result
Field job capture
FIG.01 · OUTCOME — MEASURED, NOT CLAIMED
Sample case — pending client publication. This is a representative example of the kind of system we build for a manufacturing & field services business. Figures and details are illustrative until the named client case study is published.
01 / The problem
The business & where it was stuck
Quotes, work orders, and asset history lived in separate tools that didn't talk. Field crews worked from paper, the workshop chased updates by phone, and jobs regularly stalled waiting on information that already existed somewhere.
FIG.02 — BEFORE → AFTER
4 → 1Before · scattered
- Bespoke business application
- Systems integration
- Workflow automation
- AI assistance
After · unified
One system, built around how they operate
One record, one source of truth.
02 / What we built
One system, engineered around how they operate.
A job system spanning quoting, scheduling, asset history, and invoicing — shared across office, workshop, and field.
A mobile-first view for crews to capture job progress, photos, and sign-off on site.
Integration with the existing inventory and accounting systems so stock and billing stay in sync automatically.
AI-assisted scheduling that suggests the next best job for each crew based on location, skills, and parts on hand.
03 / The results
3 metrics · before → afterField job capture
Faster quote-to-invoice cycle
Office, workshop & field
“The crews, the workshop, and the office finally run off one system. Nothing falls through the cracks between them.”
04 / Capabilities
What this build drew on.
05 / More work
All workReplaced a tangle of spreadsheets, a legacy TMS, and email with one system for dispatch, tracking, and billing.
Times each job is entered
Connected CRM, time, and finance into one delivery hub so partners see project health and margin in real time.
Margin visibility per project
Start here
Could your business run on one system like this?
Start with a conversation. We'll learn how you work today and show you what one unified system could change.