Construction Company: Integrating Inventory with QuickBooks
Situation: A construction company wanted to optimize their internal inventory management process. The business was struggling to maintain accurate records of inventory statuses and [...]
Pest Control Company: Creating Customer Profiles Automatically
Scenario: A pest control company used Insightly (a CRM software) to create new customer profiles and better manage their existing clients. However, as they [...]
Electrical Company: Adding QuickBooks Invoices to Job Dispatching
Situation: An electrical company wanted to cut back on paper costs by digitizing their invoices to be included when dispatching jobs. Printing out invoices [...]
Construction and Civil Engineering: Integrating Safety Checklist Data
Scenario: A construction and civil engineering firm regularly completed digital safety checklists through TeamWherx™ that were faster and more thorough than traditional paper forms. [...]
Plumbing Company: Uploading Work Orders to QuickBooks Online
Scenario: A plumbing company wanted their work orders to automatically upload to their QuickBooks Online account to generate invoices. Manually creating the invoices had [...]
Roofing Company: Integrating Google Calendar Appointments
Scenario: A roofing company needed a way to take orders for new jobs that were initially scheduled in Google Calendar and integrate them with [...]
Paving Company: Inventory Management with Excel Custom Data Sets
Scenario: A paving company needed to a new way to update inventory for the materials and supplies housed in their facility. They needed a [...]
Pool Maintenance Company: Syncing Timesheet Data with QuickBooks Online
Scenario: A pool maintenance company needed a way to sync their workers’ timesheet data with QuickBooks Online, their accounting software. TeamWherx™ enabled them to [...]
Transportation Company: Dispatching Work Orders from Geotab
Scenario: A food distribution company wanted to dispatch work orders to drivers in the field more efficiently. This would help them be more streamlined, [...]