The systems I build.
Six categories. Yours probably fits in one of them. If it does not, that is interesting too.
Field-service job manager
Technicians see their day on a mobile board. Jobs flow from quote approval to site completion without a single re-entry. Status, parts, time, all logged in the field.
- Re-entry between job card and invoice
- Status updates by WhatsApp
- Unbilled time from the field
Quote to invoice pipeline
A quote becomes a job card becomes an invoice. One action at each stage. No spreadsheet, no copy-paste, no lost approvals.
- Quotes that never convert
- Manual PDF generation
- Payment follow-up lost
Stock and inventory
Reorder points set, consumption tracked, supplier emails triggered. The stockroom runs itself between physical counts.
- Emergency orders from stockouts
- Carrying dead stock
- No supplier reorder baseline
Bookings and scheduling
Online bookings that land in a unified calendar and trigger reminders without a human in the loop. Cancellations update the slot in real time.
- Double-bookings
- No-shows without reminders
- Manual calendar blocking
Client CRM and pipeline
Every prospect, every conversation, every next action in one view. Notes auto-tagged by deal stage. No CRM that requires a course to use.
- Deals lost from no follow-up
- No record of what was said
- Pipeline invisible to owner
Live ops reporting
The numbers your business actually runs on, live. Revenue by period, outstanding invoices, job completion rates. Exportable, not just viewable.
- End-of-month reconciliation taking days
- Numbers always slightly wrong
- No live view