Manage intake, approvals and settlement in one place.
We review your spreadsheets and screens to find repeated entry and checking. We build shared access to intake and work records for field and office teams, and assess ERP integration and data migration.
Discuss this projectEstimated timelineAgreed after reviewing workflows and integrations
When this service fits
- Entering the same information in spreadsheets, messaging apps and existing systems
- Field and office teams calling each other to check progress
- Intake, approvals or settlement depending on individual memory
- Company-specific workflows that your existing ERP does not cover
Key features and work
- 01Assign incoming work and manage its status
- 02Office access to field records, photos and supporting documents
- 03Review approval records and settlement information
- 04Work history that remains when staff change
Development scope
We review scope and costs item by item before the contract.
- Document workflows, responsibilities and approval rules
- Build customer or staff web and mobile apps and admin tools
- Assignments, permissions, notifications and activity records
- Integration with existing ERP and external services
- Data migration within the reviewed scope and user acceptance testing
Handover materials
The materials needed to operate the service or hand it over to another team.
- Initial scope and exclusions
- Workflow, screen and permission specifications
- Source code and deployment materials specified in the contract
- Admin guide and handover documentation
- Separately agreed maintenance scope and response standards
Frequently asked questions
Questions about scope, cost and support after launch.
Tell us what you need to build.
Share the features you want or the problems you face. You can also send reference screens or spreadsheet templates.