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Task management app

Business intelligence for a fence manufacturer

Our client required a better overview of business performance and a reduction in manual admin processes.

Tablet-friendly task management

Live production information was easily accessible to anyone, anywhere in the busy workshop on touch-friendly interfaces specifically designed for tablet screens.

Business intelligence reporting

Our client now has clear profitability, productivity, inventory and projected revenue reporting, which replaces what was previously an arduous and onerous process.

Third-party software integration

We were able to use APIs to integrate the new platform with the client’s existing software that they’d come to rely upon on, such as Xero and Google Maps.

The brief

Due to unprecedented growth of their business, our client quickly found that producing and managing sales quotations, workshop job sheets and customer invoices had become time-consuming and frustrating.

The team opted for an iterative approach in which the automation of processes was delivered in small chunks of development, with each successful implementation returning cost savings that would fund the next phase of the overall project.

The result

We built a quotation system aligned to their internal workflows, with instant margin visibility to support stronger negotiations and higher conversion. Automated job sheets then gave the workshop a clear, task-driven view from the moment a sale was confirmed.

As growth continued, the platform expanded with sales CRM and revenue forecasting, inventory planning tools, Xero integration, touch-friendly workshop task management, delivery planning using Google Maps API, and work scheduling to reduce delivery costs.

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