The Challenge

Our client, a home improvement services company with 50-100 employees was struggling with a rigid desktop-based industry standard tool. Despite paying $10,000 monthly for enterprise licenses, the system couldn't handle their complex scheduling needs and forced inefficient communication patterns across their organization.

Key pain points included:

Daily spreadsheets and constant phone calls for coordination

No sub-project capabilities for multi-trade jobs

Project-level scheduling preventing granular job management

Inability to generate operational analytics or reports

Desktop-only application limiting field access

Our Solution

Working closely with their COO who had a clear vision for the transformation, we built a comprehensive replacement system that revolutionized their field service operations.

1. Custom Scheduling Engine

Developed a sophisticated scheduling system supporting sub-projects, enabling separate scheduling for delivery, installation, and different trades within a single customer project, capabilities their enterprise software couldn't provide.

2. Mobile-First Field Application

Created a mobile app for 100+ field technicians with real-time job updates, eliminating the need for constant office calls and enabling direct technician-to-technician communication through in-app alerts.

3. Intelligent Integration Layer

Built a complex synchronization layer with the enterprise software for backward compatibility during transition, managing bi-directional data flow while the legacy system remained the source of truth for inventory and accounting.

4. Communication Automation

Implemented automated customer notifications (24-hour reminders, arrival alerts) and post-completion survey requests, plus internal alert systems replacing phone-based coordination.

Implementation Timeline

Phase 1: Discovery & Architecture (Months 1-2)

On-site workshops with COO and team to map complex business logic, design sub-project architecture, and plan RFMS integration strategy.

Phase 2: Core Platform Development (Months 3-5)

Built scheduling engine, mobile applications, and synchronization layer while maintaining backward compatibility with existing RFMS data.

Phase 3: Soft Launch & Stabilization (Month 6)

Gradual rollout to field teams with intensive support, followed by month-long "firefighting" period to debug business logic edge cases.

Phase 4: Feature Expansion (Months 7-8)

Added analytics module, customer communication features, and inventory change proposal workflows between sales and back office.

Results & Impact

The transformation delivered both immediate cost savings and fundamental operational improvements::

The platform enabled capabilities previously impossible with the former enterprise software, including tracking technician issues, analyzing problem types and costs, and generating real-time performance data instead of quarterly manual analysis. The inventory proposal system streamlined sales and back-office coordination, while automated customer communications improved satisfaction scores.