Field operations, off spreadsheets
HVAC and home services company · ~15 staff · Texas
The problem
Jobs and scheduling were being run across Excel, email and WhatsApp at the same time. With several technicians out simultaneously, customer details and job status were slipping between the three — the office could not reliably say who was where, or what state a job was in.
What we built
A custom web system covering customer records, job creation, scheduling, technician assignment, live job status, invoicing and admin reporting. Built mobile-first on the technician side, so field staff could pull up and update their jobs from a phone between calls rather than reporting back to the office.
The outcome
Everything moved into one place. Office staff gained a single view of jobs and technician availability; field staff updated status directly rather than routing it through someone else. Manual follow-up dropped substantially.
Client feedback: they reported the system was considerably easier to work with than the spreadsheet process it replaced, and singled out having job status visible to everyone as the change that mattered most.