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Unifying Operations with a Custom Control Panel
A fast‑growing field services company coordinated work through spreadsheets, WhatsApp groups, and ad‑hoc reports. As they scaled to new cities, keeping track of jobs, technicians, and invoices became increasingly error‑prone.
Goobo Labs Software partnered with their operations team to design and build a custom control panel that connected job intake, scheduling, execution, and billing in one place.
Overview
Dispatchers manually assigned jobs and updated status in shared spreadsheets, while technicians sent photos and notes via chat. Finance teams reconciled work orders against invoices at the end of each month, often discovering gaps too late.
We began by shadowing dispatchers, technicians, and finance staff to understand their workflows and constraints. From there, we identified the minimum set of features that would remove the most friction without forcing an overnight process change.
Solution
We built a web‑based control panel where coordinators can see all jobs, assign technicians, and track progress in real time. A lightweight mobile interface lets technicians receive tasks, capture evidence, and update status from the field.
The system integrates with existing accounting tools to generate invoices automatically once work is completed and approved. Role‑based access ensures each team sees what they need without exposing sensitive financial data unnecessarily.
Process
Workflow discovery
Observe real‑world operations and map how information currently flows between teams and tools.
MVP design
Prioritise features that reduce the most manual work while keeping the learning curve low.
Rollout by team
Launch first with a small group of coordinators and technicians, refine based on their feedback, then scale.
Optimise & extend
Add reports, dashboards, and integrations once the core workflows are stable and trusted.
Outcomes
After rollout, the company had a single source of truth for operations. Missed jobs and duplicated work decreased, technicians spent less time on admin, and finance gained clearer, faster visibility into revenue and outstanding invoices.
