One entry. One source of truth. The supervisor types it once in the field. Everything downstream is automated handoff.
Phased delivery means you see value at each step. We don't bet the whole project on the last phase working.
Paper goes away. Customers get same-day PDFs.
Steve's transcription step is gone. He becomes the approver.
| WO # | Date | Customer | Service | Hrs | Labor | Materials | Subtotal | Status | |
|---|---|---|---|---|---|---|---|---|---|
| WO-2026-0143 | 04/14 | Carrollton Mill Co. | Hydro blast · line jetting | 6.5 | $1,152.50 | $165.00 | $1,317.50 | Ready | |
| WO-2026-0144 | 04/14 | Southern Logistics | Vacuum tank pump · 6,500 gal | 3.5 | $752.50 | $1,255.00 | $2,007.50 | Ready | |
| WO-2026-0145 | 04/15 | Greenway Steel | Line jetting · 240 LF | 3.0 | $495.00 | $60.00 | $555.00 | Edited | |
| WO-2026-0146 | 04/15 | Acme Manufacturing | Frac tank rental · 21,000 gal | — | $1,250.00 | $640.00 | $1,890.00 | Unsigned | |
| 4 work orders | 13.0 | $3,650.00 | $2,120.00 | $5,770.00 |
Built like Excel because that's how Steve already works. Spreadsheet by default. Drill into a single work order when you need to. Export to Excel any time.
The dashboard isn't the point. Cutting out the manual re-entry is. Automation handles the boring, error-prone copying between sheets. Steve handles what only Steve can — pricing calls, customer judgment, running the company. Less time chasing digits. More time on the parts of the business that need a human at the wheel.
Job-level profitability without building it in Excel.
Decide later. Not part of the initial commitment.
Honest ranges, not commitments. Firm numbers after we sit down and walk the workflow.
| Phase | Timeline | Effort | Outcome |
|---|---|---|---|
| 01 — Tablet capture | 4–6 weeks | 80–120 hrs | Paper out, customer PDFs in |
| 02 — Office handoff | 3–4 weeks | 50–80 hrs | No more transcription for Steve |
| 03 — Reporting | 2–3 weeks | 30–50 hrs | Job-level profit visibility |
| 04 — Customer portal | Defer | TBD | Optional, post-Phase-3 |