Service 03 · Custom business systems
Business systems built around how you actually operate
When the spreadsheet has become the system, we build the real one: your workflow, your stages and your rules, in one application your team and your customers can use.
- Inquiry becomes a customer and a lead
- Quote built with options, sent as a secure link
- Customer approves and signs onlineException: No deposit yet: the job holds, and moving it needs a reason
- Job moves through your stages; staff log time and photos
- Invoice, payment and follow-up from the same record
Signs you need this
Sound familiar?
- The business runs on a patchwork of spreadsheets, paper and text messages.
- Nobody can see every open job, quote and unpaid invoice in one place.
- Off-the-shelf software forces your work into someone else’s process.
- Customers call to ask where their job is, because there is no other way to find out.
What we build
The pieces, and what each one is for.
- Customer records and history
- Every call, quote, job, photo and payment on one timeline per customer.
- Quoting and approval
- Quotes with options, a secure customer link, e-signature and deposit requests.
- Jobs, tasks and scheduling
- A job board with your stages, phone views for staff, and a calendar with conflict checks.
- Invoicing and reporting
- Invoices and payments from the same record, ageing, and the reports the owner actually reads.
- Roles and permissions
- Each role sees what it needs: technicians see the work, not the margins.
What you get
Deliverables you can hold us to.
Fixed price, agreed before work starts. Built in your environment wherever possible, and owned by you.
- A workflow map agreed with the people who do the work
- The application, deployed to your hosting or ours, with your data exportable at any time
- Role-based access, an audit history and backups
- Training for each role and documentation for whoever maintains it
Track record
Related work.
Systems built by RootN’s founder: case studies and field notes from a heavy-civil equipment operation.
Questions
Good questions to ask.
Why not buy off-the-shelf software?
Often you should, and we will say so. A custom system makes sense when your workflow is what makes you competitive, or when every tool you have tried forces workarounds.
Who owns it?
You do: the code, the data and the documentation. Data lives in a standard database you can export.
Other services
Next step
Start with one process.
Bring an example. In 30 minutes we’ll tell you whether it’s worth fixing, roughly what it would take, and what we’d do first.
With the engineer who would do the work. Reply within one business day.