Proof of work
Case Studies
Real implementations. Real metrics. Real outcomes.
8 case studies
Automated Invoice Processing for Regional Plumbing Company
FlowRight Plumbing was losing 12+ hours per week to manual invoice entry. Technicians would fill out paper job sheets, the office manager would re-key everything into QuickBooks, and errors were common — duplicate entries, wrong amounts, missing line items. Late invoicing meant late payments, hurting cash flow.
Client Onboarding System for Boutique Law Firm
New client intake involved a chain of emails, phone calls, and paper forms. Partners were spending 45 minutes per new client just on admin — sending engagement letters, collecting documents, scheduling the initial consult. Clients would drop off mid-process because it felt clunky and slow.
Appointment Reminder System for Multi-Location Dental Practice
No-shows were costing BrightSmile an estimated $4,200/month across their three locations. Front desk staff were manually calling patients the day before appointments, but with 60+ appointments daily, many calls never got made. When they did call, they often reached voicemail anyway.
Lead Tracking Dashboard for Roofing Contractor
Summit Roofing was getting leads from five different sources — Google Ads, Facebook, Angi, referrals, and walk-ins — but everything lived in the owner's head or scattered sticky notes. They had no idea which channel was actually profitable, and follow-ups were inconsistent. Roughly 40% of leads never got a callback.
Employee Time-Off Request Workflow for Staffing Agency
PeopleBridge managed 120+ temporary workers across dozens of client sites. Time-off requests came in via text, email, phone calls, and even in-person — all to different coordinators. Requests got lost, double-bookings happened, and there was no central record. HR spent hours each week sorting it out manually.
Vendor Payment Reconciliation for Property Management Firm
Keystone manages 45 rental properties and works with 30+ vendors (plumbers, electricians, landscapers). Each month, the bookkeeper spent two full days cross-referencing vendor invoices against work orders to make sure they matched before paying. Discrepancies were common and required back-and-forth emails that dragged on for days.
Inventory Reorder Alerts for Auto Parts Distributor
PartsPro tracked inventory in spreadsheets but had no automated reorder system. The warehouse manager would do a manual count every Friday and place orders based on gut feel. Stockouts on popular parts happened 2–3 times per month, causing lost sales and frustrated customers. Overstocking on slow-moving parts tied up $40K+ in unnecessary inventory.
Customer Feedback Collection & Routing for HVAC Company
ComfortZone had no system for collecting customer feedback after service calls. They knew word-of-mouth mattered but had only 12 Google reviews after 3 years in business. When complaints came in, they arrived via random texts and emails with no tracking — the same issues kept recurring because there was no pattern visibility.