D&A Commercial · Commercial cleaning and facilities · 2024
A CRM that replaced the quoting spreadsheet, without losing what made the spreadsheet work.
Before Drag to compareAfter
Quotes_FINAL_v7 (2).xlsx
Job
Gang
Date
Hours
Rate
Notes
1
Wolverton
02/03
3
£26
2
Newport
03/03
6
£28
3
Stony
04/03
9
£30
4
Bletchley
05/03
2
£24
5
Wolverton
06/03
7.5?
£26
6
Newport
07/03
8
£28
7
Stony
08/03
1
£30
8
#REF!
09/03
4
£24
9
Wolverton
01/03
7
£26
10
Newport
02/03
0
£28
11
Stony
03/03
3
£30
The problem
Quotes, contracts and job schedules lived in one very large spreadsheet that only two people understood. Growth meant more people needed in, safely.
What we built
A web CRM for quotes, clients, sites and recurring jobs, with role based access and the familiar table views the team already knew. Exports still look like the spreadsheet, on purpose.
What changed
- Quotes produced in minutes instead of an afternoon
- Multi user access with a full change history
- Recurring job scheduling with reminders
Stack
Next.jsNode.jsMongoDBDocker
Services involved
Built with
Delivered in partnership with Heapium. Same team, shared ownership, one point of contact.
