Process work orders
Extract hours, materials and completed work and associate them with the right project. Missing information goes back for completion before the work order reaches invoicing.
Process automationMore time for installation work
For electrical, mechanical and HVAC contractors, we connect work orders, project records and administration. Technicians and planners provide information that can move forward without being entered all over again.
Where can your installation business save time?
From preparation to payment, we choose a process that fits your work and the software you already use.
Prepare quotes and estimates
Extract specifications from enquiries and combine them with item and price records. The planner checks technical choices and calculations before sending the quote.
System & ERP integrationRecord inspections and handovers
Bring measurements, site notes and photographs into one file. Flag missing fields or attachments so the qualified reviewer can assess and approve the content.
Document intelligenceCheck payment batches
Compare outgoing payment lines with invoices, supplier records and payment agreements. Accounts reviews flagged differences before the batch goes to the bank.
System & ERP integration"At least 4 hours less checking each week"
For a technical service provider, we built a system that compares payment batches with invoices and supplier records. Accounts reviews exceptions before payments are released. The customer reports saving at least four hours of checking each week.
Customer-reported time saving from payment batch checks.
View the project and demoPractical questions
Which installation businesses is this for?
Electrical and mechanical contractors, including heating, ventilation and air conditioning businesses. The starting point is a specific administrative process in projects, maintenance or service work.
Will technicians need another app?
We start with how they record information today, such as a work order or existing app. We first check whether that information is usable. If input needs to change, we discuss it with the people doing the work.
Can the system approve an inspection?
Our focus is collecting, structuring and checking information. The qualified member of your team assesses the technical content and approves the report or installation.
How do we know how much time it saves?
We measure processing and exceptions on your own documents and compare them with your current workflow. Results from another business are an example; a trial shows what is feasible in your process.
Test your own process first
Start with 20 to 50 documents. In five business days, see what can be automated and what still needs review.
Explore our services
Talk through your process
Tell us which work takes time or leads to errors. In a 30-minute call, we will look at where automation could help.