The paperless journey
The paperless journey connects the work done on site with the office. We replace paper job sheets, site forms and spreadsheet trackers with digital workflows built around your process, one stage at a time, so information is captured once and seen by everyone who needs it.
Who it is for. Contractors and field-service businesses where engineers and supervisors still fill in paper and the office still retypes it.
01The problem
02What it includes
Each is scoped per project.
03See an example
Evidence, variations and invoice status: built to your requirements.
| Job | Stage | Evidence | Invoice |
|---|---|---|---|
| J-1042Example client A, Site 1 | Quote sent | Not started | Not yet |
| J-1043Example client B, Site 1 | Scheduled | Not started | Not yet |
| J-1044Example client A, Site 2 | On siteVariation flagged | Partly captured | Not yet |
| J-1045Example client C, Site 1 | Awaiting evidence | Missing | On hold |
| J-1046Example client B, Site 2 | Ready to invoice | Complete | Ready to send |
| J-1041Example client C, Site 2 | Invoiced | Complete | Sent |
04What you get
05Where it fits
Illustrative scenario
A supervisor's checklist, a job sheet and a tracking spreadsheet that never quite agree. Not a customer project.
TodayEngineers complete a paper job sheet at the end of a visit.
With one connected systemThe visit is recorded on a digital form before the engineer leaves.Built to your requirements.
TodayThe sheet is handed in or photographed and sent later.
With one connected systemThe record reaches the office as soon as it is saved.
TodayThe supervisor updates a tracking spreadsheet from the sheets.
With one connected systemThe job record updates from the form, with no second entry.
TodayMissing sheets are noticed when someone goes looking.
With one connected systemA reminder flags a form that has not been completed.Built to your requirements.
TodayApproval waits for the paper to be checked.
With one connected systemThe approver sees the completed form and records their decision against the job.
Sectors this can be configured for: Construction, Telecoms, Facilities management, Commercial cleaning.
Does this look like how your business runs today?
06What might it cost
Replacing a single form or tracker can fit a Starter System. Replacing several that feed one connected record may fit a Business System.
Hosting and support are agreed with you up front. We don't publish figures for them because they depend on what is built.
Tell us about your process in the form. We reply to set up a short conversation to talk through the scope level that fits and what it is likely to cost.
07How we deliver it
We collect the forms and spreadsheets you use today and follow each one from the person who fills it in to the person who relies on it.
We decide which to replace first, what each digital form must capture and who needs to see it, so the new version fits the job rather than the other way round.
You see the proposed digital forms and the record they feed, on example screens, before anything is built.
We replace one form or tracker at a time. Where it helps, paper and the new form can run side by side while people check the new version works.
Teams move over in an order that suits the business, and we support the new forms as the way you work changes.
Not sure where to start? That is what the review is for.
08Questions
Where it helps, yes. We can replace one form at a time and let the old and new versions overlap while people check the new one works. The order is agreed with you when the specification is agreed.
We look at what each one actually does, then agree what moves into the new record and what stays where it is. Bringing existing history across is scoped per project.
If your forms are simple and stand alone, a ready-made form tool may be all you need, and we will say so. Bespoke work earns its place when the forms have to feed one job record, approvals and invoicing.
Evidence and sign-off are attached to the job as the work is done, so the office is not waiting for paper to arrive before it can invoice. Whether payment follows is a matter for your customer and your terms.
Once the specification for the forms is complete, delivery takes one week for the scope it describes. Work beyond that scope is agreed separately before it starts.
With one form or tracker that causes the most re-typing or chasing. Bring an example of it to the free operational review and we will talk through what replacing it would involve.
Next step
Book a free 20 to 30 minute review and bring an example of a form or spreadsheet you want to retire. We will talk through what replacing it would involve.