Custom CRM for a Field Services Business

Challenge

A growing field-services company was coordinating jobs, customers, and invoicing across spreadsheets and three disconnected tools, causing errors and lost time.

Solution

We modeled their real workflows into a custom CRM with scheduling, role-based access, and automated invoicing, integrated with their existing accounting software via API.

By encoding the way the team actually works — rather than forcing them into off-the-shelf software — adoption was immediate and enthusiastic.

Results

• 8 hours/week saved per coordinator
• Invoicing errors reduced by 90%
• Single source of truth for jobs and customers