From Excel chaos to a single planning app for 12 field workers.
A contractor in digital works used to plan hundreds of interventions per week via Excel, WhatsApp, and loose emails. We built a custom planning app where admin and field workers collaborate in real-time, with automatic customer communication and full status tracking.
Planning was lost between Excel, phone, and WhatsApp.
Excel files went out of sync
Each field engineer worked with their own version. Nobody knew which schedule was correct.
Clients were forgotten or called twice
Follow-up was manual: sometimes twice, sometimes not at all. Complaints piled up.
15+ hours per week on administration
Typing up work orders, tracking statuses, emailing clients. All by hand.
No overview of field engineers
Who is where? Who is finished? Who has a problem? Answering required 5 phone calls.
A single web app for planning, clients, and field workers.
We developed a custom planning platform with separate roles for admin and field workers. Everyone works with the same data in real time, from import to completed work order.
Central client database
One source of truth for all client data, with automatic import from Excel or CSV lists from the client.
Roles for admin & field engineers
Admin plans and directs. Field engineers only see their own clients, with the right info at the right time.
Live planning per team
Drag & drop interventions to a field engineer or day. Changes are immediately visible to the entire team.
Automatic client communication
Emails and letters are automatically generated and sent based on the planning status.
Statuses & notifications
Planned, en route, on site, completed. Every status change sends the right notification automatically.
Address and municipality logic
Smart sorting by municipality, so field engineers drive efficient routes without planning themselves.
Live in 3 phases.
Analysis & data model
We mapped the full flow: import → planning → execution → communication. Built a data model that scales.
Build & integration
Web app with separate admin and field engineer environment. Automatic email flow and real-time sync between roles.
Rollout & training
Pilot with 2 teams, then rollout to the full team of 12 field engineers. After a short training everyone was using it. Everything was live within 2 weeks.
Measurable impact, from month 1.
Saved on planning & administration
More interventions per field engineer per day
Lost work orders since go-live
Adoption within 2 weeks after rollout
"We went from loose Excel files to one system where admin and field workers collaborate in real-time. Our planning now takes a fraction of the time, and no customer falls through the cracks anymore."
Does your team also lose time in disparate tools and schedules?
In a free session, you'll discover where you can already save hours today in your company.