From 12 hours of weekly paperwork to zero
The Problem
A growing HVAC company was spending 12+ hours per week on job reports, invoicing, and chasing payments — all done manually across spreadsheets and email.
The Solution
We built an end-to-end job automation: field techs complete a mobile form on-site, which auto-generates a structured job report, triggers an invoice in the client's accounting system, and sends a payment request — all within minutes of job completion.
Results
- 12 hrs/week eliminated
- Invoice turnaround reduced from 5 days to same-day
- Payment collection improved by 35%
Achieved within 6 weeks of engagement