What changed for the businesses we build for. The numbers come from their own records.
At six every morning the owner and the bookkeeper get one email: what customers owe, how late it is, and the few accounts worth a call today. Nothing in their system pulled that together before. The first real run showed about half of what was owed was overdue.
Invoices were vanishing without a trace. Deleting a single line could take the whole invoice with it. We fixed the cause, then put a check on every invoice number that runs each hour. When one goes missing, the owner gets an email, and it keeps coming until someone answers it. The first sweep turned up 19 missing in a row.
Two live boards. One shows each truck: out, due back today, overdue, or booked twice for the same dates. The other shows today's deliveries and pickups. Drivers close their runs on an iPad, and the boards refresh every five minutes on screens around the building. Their old task system had 12 entries against 809 orders.
While quoting, one click shows whether an item is free for those dates, tight, short, or already sub-rented, and which other jobs are holding it. The old availability numbers were off by dozens of items, and every item was flagged to reorder. The owner had called it the biggest headache in his day.
Every setup and teardown, who's on it, the room and the loading dock, on any phone. None of the 30-plus crew needs a login to the office system to see it. Logistics assigns trucks right on the page, and it goes back into their records. The busiest week on the books had 29 setups and teardowns and 103 crew slots.
"The search is fast and it runs well on mobile."Crew leadSee it with made-up data →
A review of a year of rentals found more than $200,000 a year of demand going to competitors: gear they had to sub-rent because they didn't own it, or didn't own enough. The same review listed what had stopped earning its shelf space. Now one click on any item shows what it has earned against what it cost, month by month, and who rents it most.
What rents but runs short, which sub-rentals haven't come back, what to buy and what to sell, in one email each week.
Customers browse the catalog on the company's website, build a gear list with their dates, and send it. It arrives in the office's system as a lead with the items already listed, so nobody retypes an email. The catalog comes from the inventory, so it stays current.
The customer email goes out about twice a month. Now it builds itself from the product records: new gear, photos and links, with a check for broken links and a list of who shouldn't get it. One click, copy, send.
The sales team's deals, laid out the way they already work, with every edit flowing back to their records. Moving a deal to intake creates the quote on its own. Refreshing all 480 deals on the board went from 8½ minutes to under 2 seconds, and we repaired the link between deals and quotes on 446 of 482 records.
One click opens the year so far, the rolling twelve months, the pipeline, inquiries by week, results by producer, and a forecast against budget. The numbers are worked out on the screen you're looking at, so it opens fast and the office system doesn't slow down.
See it with made-up data →When something on screen looks wrong, staff click an icon, mark up the screen, type one sentence and send. The report arrives with the screenshot and the exact screen and record they were on, so the fix starts with the facts. It runs on five computers around the building.
Every night the latest backups go offsite, about 68 GB, for roughly 41 cents a month. Before, the only copies were in the building. Setting it up also turned up a scheduled job that had been failing every night for eight months without anyone knowing.
The smaller work counts too. Some of what ongoing care has caught:
A small business that rents production equipment and a fleet of trucks. Thousands of items on the shelves, a small office, a crew that's out on jobs most days.
At six every morning the owner and the bookkeeper get one email: what customers owe, how late it is, and the few accounts worth a call today. Nothing in their system pulled that together before. The first real run showed about half of what was owed was overdue.
Invoices were vanishing without a trace. Deleting a single line could take the whole invoice with it. We fixed the cause, then put a check on every invoice number that runs each hour. When one goes missing, the owner gets an email, and it keeps coming until someone answers it. The first sweep turned up 19 missing in a row.
Two live boards. One shows each truck: out, due back today, overdue, or booked twice for the same dates. The other shows today's deliveries and pickups. Drivers close their runs on an iPad, and the boards refresh every five minutes on screens around the building. Their old task system had 12 entries against 809 orders.
While quoting, one click shows whether an item is free for those dates, tight, short, or already sub-rented, and which other jobs are holding it. The old availability numbers were off by dozens of items, and every item was flagged to reorder. The owner had called it the biggest headache in his day.
A review of a year of rentals found more than $200,000 a year of demand going to competitors: gear they had to sub-rent because they didn't own it, or didn't own enough. The same review listed what had stopped earning its shelf space. Now one click on any item shows what it has earned against what it cost, month by month, and who rents it most.
What rents but runs short, which sub-rentals haven't come back, what to buy and what to sell, in one email each week.
Customers browse the catalog on the company's website, build a gear list with their dates, and send it. It arrives in the office's system as a lead with the items already listed, so nobody retypes an email. The catalog comes from the inventory, so it stays current.
The customer email goes out about twice a month. Now it builds itself from the product records: new gear, photos and links, with a check for broken links and a list of who shouldn't get it. One click, copy, send.
When something on screen looks wrong, staff click an icon, mark up the screen, type one sentence and send. The report arrives with the screenshot and the exact screen and record they were on, so the fix starts with the facts. It runs on five computers around the building.
Every night the latest backups go offsite, about 68 GB, for roughly 41 cents a month. Before, the only copies were in the building. Setting it up also turned up a scheduled job that had been failing every night for eight months without anyone knowing.
Keeping it running
The smaller work counts too. Some of what ongoing care has caught:
A small business that produces corporate events. A sales team, a group of producers, and a crew of 30-plus who set up and take down the shows.
Every setup and teardown, who's on it, the room and the loading dock, on any phone. None of the 30-plus crew needs a login to the office system to see it. Logistics assigns trucks right on the page, and it goes back into their records. The busiest week on the books had 29 setups and teardowns and 103 crew slots.
"The search is fast and it runs well on mobile."Crew leadSee it with made-up data →
The sales team's deals, laid out the way they already work, with every edit flowing back to their records. Moving a deal to intake creates the quote on its own. Refreshing all 480 deals on the board went from 8½ minutes to under 2 seconds, and we repaired the link between deals and quotes on 446 of 482 records.
One click opens the year so far, the rolling twelve months, the pipeline, inquiries by week, results by producer, and a forecast against budget. The numbers are worked out on the screen you're looking at, so it opens fast and the office system doesn't slow down.
See it with made-up data →Keeping it running
The smaller work counts too. Some of what ongoing care has caught:
Your business has its own version of these. Text or email and tell us what yours looks like.
