SME job tracking software
A simple, durable job tracking system replacing paper workflows and streamlining invoicing for a small agricultural engineering business — built to fit how the team actually works, not to change it.
- Client
- Agricultural engineering firm
- Engagement
- Long-term operational use
Paper sheets and a filing cabinet
- Work recorded on paper and filed physically.
- Jobs spanning several days were difficult to see as one piece of work.
- Lost or incomplete paperwork created gaps at the invoicing stage.
- No clear view of which jobs had been invoiced and which had not.
The same way of working, without the paperwork
- Engineers record work as it happens, grouped into a single job across days.
- Jobs are marked completed and invoiced, so billing status is visible at any point.
- Customers, locations and who worked on what are held in one place.
- Runs on-premise at a single site, with nothing to administer.
What we built
Job records
Entries across multiple days group into one job, so a week of work reads as a single piece of work for billing.
Invoicing status
Jobs are marked completed and invoiced — no manual reconciliation, no missed billing.
Lightweight CRM
Customers and locations, plus internal tracking of who worked on what, including absence.
On-premise
Runs at a single location for internal use. Stability and clarity took priority over feature breadth.
Results
- Eliminated paper-based daily sheets and physical filing
- Collates work across multiple days into a single job cleanly and reliably
- Clear visibility of invoicing status — no more missed or uncertain billing
- Administrative overhead reduced for a small team without changing how they work
- System has remained stable and in active use for years with no disruption
“The system is simple, reliable, and does exactly what we need. It replaced piles of paperwork and made invoicing far clearer.”
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