Power Platform Solution
Commercial Equipment Distributor
Replacing paper-based field service processes with a complete Power Platform solution—from service requests to invoicing.
100%
Paperless
4-Mo
ROI Timeline
30%
Productivity Gain
Same-Day
Invoicing
The Problem
The company distributed and serviced commercial food equipment across the Mid-Atlantic region. Their 25 field technicians relied entirely on paper forms, clipboards, and phone calls to manage service requests, document work, and submit time.
This created a cascade of inefficiencies: lost paperwork, illegible handwriting, delayed invoicing (often 2+ weeks after service), and zero visibility into technician schedules. The office staff spent hours each day re-entering data and chasing down missing information.
Key Constraints
Field Team
25 technicians, varying tech skills
Connectivity
Limited signal in warehouses/basements
Integration
Must sync with existing accounting system
Adoption
Technicians resistant to change
Budget
No custom development budget
Timeline
Rollout before busy summer season
What We Built
Mobile-first Power App for technicians with offline capability
Service request intake form with customer lookup and history
Digital work order with photo capture and signature collection
Time tracking and parts inventory management
Power Automate flows for automatic dispatch and customer notifications
Power BI dashboard for management visibility into operations
Integration with QuickBooks for same-day invoicing
The Results
100% paperless field operations within 60 days of launch
Invoice cycle reduced from 2+ weeks to same-day
30% increase in technician productivity (more calls per day)
Full ROI achieved in 4 months through reduced admin time
Real-time visibility into all field operations
Stack Used
“I was skeptical about getting our guys to use tablets instead of clipboards. Joseph spent time with our most resistant technician and designed the app around his workflow. Now that same guy won't go back to paper. The solution paid for itself faster than we expected.”
— Operations Manager, Commercial Equipment Distributor
Ready to Go Paperless?
Let's discuss how Power Platform can transform your field operations.
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