Case studies

Problem

A trades business was managing appointments through phone calls, WhatsApp messages, and a shared spreadsheet. Jobs were double-booked, follow-ups were missed, and the owner spent hours each week coordinating schedules manually.

Solution

A web-based booking system where customers request appointments online, staff see their daily schedule on mobile, and the owner has a dashboard view of upcoming jobs and capacity.

Outcome

Reduced scheduling admin from several hours per week to under an hour. Fewer double-bookings and a clearer view of upcoming workload.

Features delivered

• Customer self-service booking with availability rules
• Staff mobile schedule view
• Admin dashboard for job overview and assignment
• Email confirmations and reminders
• Basic reporting on bookings and no-shows

Technologies used

Problem

A small consultancy tracked leads in email, proposals in Word documents, and client history across multiple inboxes. Nothing was in one place, and follow-ups relied on memory.

Solution

A lightweight CRM tailored to their sales process: lead capture, proposal tracking, client history, and follow-up reminders — without the complexity of enterprise CRM tools.

Outcome

Illustrates the kind of CRM we build for service businesses that have outgrown spreadsheets but do not need Salesforce.

Features delivered

• Lead and contact management
• Proposal status tracking
• Activity timeline per client
• Follow-up reminders
• Simple reporting on pipeline value

Technologies used

Problem

A growing logistics startup needed a single view of orders, driver assignments, and delivery status. Their off-the-shelf tools did not connect, and the ops team was copying data between systems.

Solution

An internal dashboard pulling data from their existing tools via APIs, giving the operations team one place to monitor daily activity and flag issues.

Outcome

Ops team stopped manually reconciling data between three tools. Issue response time improved because problems were visible in one dashboard.

Features delivered

• Real-time order and delivery status
• Driver assignment overview
• Exception alerts for delayed deliveries
• Daily summary reports
• Role-based access for ops and management

Technologies used

Problem

A maintenance company managed hundreds of recurring jobs across multiple sites using paper forms and Excel. Invoicing was delayed because job completion data took days to reach the office.

Solution

A web application for field staff to log job completion on mobile, with automatic sync to the office for invoicing and client reporting.

Outcome

Invoicing cycle shortened from days to same-day. Client name withheld at their request — project is real and ongoing.

Features delivered

• Mobile-friendly job completion forms
• Photo upload for completed work
• Automatic invoice data generation
• Client portal for job history
• Recurring job scheduling

Technologies used