Automating field service operations mean customers receiving job sheets on time, with less errors and making it easier for your field-based technicians
Manual management of site visit scheduling and site report publication is error prone, slow and highly demoralising.
Smoother on-site experience and faster turnaround time for field reports.
From first call to implementation in days, not months.
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Method used
App(s) involved
Overview
Away We Go Transportation partnered with flowmondo to replace a fragmented system of paper forms, Google Docs, and Zapier with an Airtable-based operations hub. Handling over 54,000 submissions annually, the project introduced automated ride allocations, financial workflows, and Make.com-powered integrations. Outcomes include elimination of 54,000+ manual entries per year, 80% reduction in manual ride allocation tasks, and 2x faster invoicing.
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App(s) involved
Overview
We replaced Villa Retreats Cyprus Ltd’s legacy booking system with a custom Webflow solution fully integrated with Airtable via Make.com and Wized. The new platform delivers 5× faster bookings, a 75% drop in support tickets, and 90% improved data consistency, enabling real-time sync, scalable architecture, and seamless operational control through Airtable.
Method used
App(s) involved
Overview
We developed reporting dashboards in Airtable to provide BB7 with real-time visibility across invoicing and forecasting workflows. The system tracks sync success rates, highlights errors, and surfaces trends for proactive resolution. This monitoring layer reduced time spent diagnosing issues and gave stakeholders confidence in data accuracy and performance.
Method used
App(s) involved
Overview
We built an Airtable-based forecasting and revenue recognition system to automate and consolidate daily data pulls from BB7’s financial sources, replacing static spreadsheets with real-time insights. The tool supports work package-level tracking, improves planning accuracy, and gives the finance team a reliable, scalable foundation for future growth.
Method used
App(s) involved
Overview
We created a scheduling and distribution system that automatically sends reports to the appropriate stakeholders based on predefined schedules and triggers. The system handles everything from email delivery to secure portal uploads based on client preferences. The distribution system includes read receipts, engagement tracking, and automated follow-ups to ensure critical financial information reaches the intended recipients.
Method used
App(s) involved
Overview
We built a structured system to consolidate customer records from multiple tools into Pipedrive, giving the client a single, reliable source of truth. This centralised view dramatically improved support response times, streamlined sales tracking, reduced internal confusion, and eliminated the inefficiencies caused by scattered customer data across systems.
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App(s) involved
Overview
We built a Make.com-driven integration that automates the transfer of invoice data from Scoro to Microsoft Dynamics Business Central. This eliminated the need for manual re-entry, reduced the risk of errors, and saved valuable time for BB7’s finance team. The system handles data transformation, error detection, and sync triggers across multiple invoice types.
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