Case studies from work we built
We hide client names. You get the binder or spreadsheet that came before, the build or demo that followed, and the claims we still cannot back with a number. We have never invented a percentage or written a testimonial for anybody.
Fire-safety inspection and servicing contractor, office-to-technician dispatch
Dispatch, Quotes and Invoicing for a Fire-Safety Contractor: How a Phone Call Becomes a Paid Invoice
Dispatch ran through a group chat with no record of who took a job or when. Invoices and quotes came off Excel and Word templates, retyped by hand for every job, with numbering nobody had ever designed. Invoice numbers topped 5,500 in one year and restarted at 2000 the next, and quotes ran three separate numbering blocks at once. The office had no way to promise a customer an arrival window, and no way to see whether an emailed invoice had actually landed.
Read the work and the limits
Fire-safety inspection and servicing contractor, 3-4 person office
Field Service ERP for a Fire-Safety Inspection Contractor: Paper Books to a 42,000-File Digital Archive
Years of finished work orders, invoices and quotes sat scattered across filing cabinets, a shared drive of scanned photos, and two Excel workbooks. Nobody could open one client's file and see the whole history in one place. The receivables sheet alone ran north of $1.7 million across roughly 490 rows, with duplicate and hidden rows in it that the client's own staff had stopped trusting.
Read the work and the limits
Built for an arborist and landscaping firm
An arborist and landscaping firm
Landscaping Tender Pipeline for Provincial and Municipal Bids
How an arborist and landscaping firm turns a provincial or municipal tender into a priced, cited quote draft that a person certifies before it goes out.
Read the work and the limits
Built for an arborist and landscaping firm
An arborist and landscaping firm
Report Writing Corpus Built for an Arborist and Landscaping Firm
How an arborist and landscaping firm turned past arborist reports into a writing corpus, then turned their conclusions into guidelines for new drafts.
Read the work and the limits
Demo build, pre-launch
HVAC contractor, southern Ontario (3-4 technicians, one dispatch office)
Scheduling, Field Work Orders, and QuickBooks Desktop for an HVAC Contractor
Work orders priced by hand on paper, a schedule with nothing in it to catch a double booking, on-call hours typed onto a timesheet every week by the office, and a bookkeeper retyping every invoice into QuickBooks Desktop off that paper trail. The crew had also killed one GPS rollout already.
Read the work and the limits
Have a sample tender or work order?
Send it over. We'll say where a build fits and where your current tool already does the job.
Send a sample document