Project overview
Service company specializing in electrical repairs and measurements handled dozens of daily orders through many field technicians. Settlement, payment tracking and cost process was manually conducted in Excel, generating errors and taking hours of administrative work.
The challenge
Company struggled with organizational chaos - Excel, notes, emails. Technician settlements took several hours weekly, and billing errors were frequent.
Settlement chaos
Settlements with 10+ technicians in Excel - manual counting of cash, transfers, fuel and parking costs. Errors and disputes about amounts.
No real-time overview
Owner did not see current order status, daily revenue or alerts about missing documents.
Cost tracking
Operational costs (fuel, parking, materials) were not systematically tracked - no order margin control.
Documentation and invoices
Document chaos - missing invoices, measurements, protocols. No urgent matter alert system.
Our solution
We built two-level dashboard: admin panel with company overview and technician panels with their orders and settlements.
Administrator Panel
Dashboard with real-time overview: daily revenue (cash/transfers), order count, missing document alerts. All orders list with priorities.
Technician Panel
Each technician has own panel: daily orders, payment tracking (cash/transfer), costs (fuel, parking), running balance with company.
Settlement and alert system
Automatic balance counting, missing invoice/document alerts, order status tracking (completed, transfer, cash, valve replacement).
Export and reports
CSV data export, monthly reports, automatic accounting statement generation.
Describe what you want to improve - quote in 24h
Tell us what you need - automation, integration, AI agent or an app. You get a concrete quote for exactly what you want: what we'll do, what it costs and when it goes live.
Project process
Discovery & Design
Business process analysis, order and settlement workflow mapping, UI/UX design for both panels.
1Development
Dashboard building (admin + technician), settlement logic implementation, alert system, database integration.
2Testing & Deployment
Tests with real data, team training, deployment, Excel data migration.
3Project duration
2 weeks
Scope of work
Web Development & Dashboard
Technologies
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