Context
All-Can Engineering, a leader in providing advanced engineering services, faced significant workflow inefficiencies due to outdated systems for time tracking, job scheduling, and client management. Their manual processes were prone to errors, causing delays and miscommunications among team members. All-Can Engineering required a solution that streamlined these processes into one cohesive platform, improving transparency and productivity.
Our team partnered with All-Can Engineering to design and develop JobSwift CRM, a tailored solution that combines project management, scheduling, field notes, and reporting functionalities. The CRM was built with their specific business needs in mind, ensuring it could handle the complexities of their operations while remaining user-friendly and accessible to all employees.
Solution
JobSwift CRM was developed to revolutionize how All-Can Engineering manages their projects and workforce. By combining intuitive design with robust functionality, the platform offers tools for everything from job order creation to detailed time tracking.
Core Features Include:
Streamlined Time Management
The time cards feature simplifies tracking hours for employees, including drafting, calculations, and fieldwork. This ensures accuracy in payroll and project reporting while offering employees an easy way to manage their own time records.
Comprehensive Admin Controls
The admin panel provides seamless control over user roles and permissions, enabling managers to assign responsibilities and access levels effectively. This feature also supports updating employee information and tracking team-specific roles for better oversight.
Integrated Contact Management
Contact management tools centralize all client and project-related information. The feature allows users to search and manage companies, store contact details, and keep everything organized under one roof, enhancing customer relationship management.
Detailed Field Notes
Field notes empower field employees to log essential data such as materials used, equipment deployed, and billable third-party charges. The integration of GPS-enabled tools further streamlines field reporting, ensuring that all information is accurate and easily accessible.
Job Order Automation
The job order module enables the creation and assignment of new jobs, including site-specific and ROW (Right of Way) tasks. The platform’s flexibility ensures that both small-scale and large-scale projects are handled efficiently.
Dynamic Scheduling
A two-week scheduling view allows teams to plan projects effectively, tracking employee availability, holidays, and time-off requests. The system also supports task assignment for better workload distribution.
Data-Driven Reporting
With custom query and summary composite reporting, managers can extract actionable insights, track project progress, and ensure compliance with organizational standards. The CRM allows for report generation in multiple formats, including CSV and XML, for easy sharing.
Results
Since the implementation of JobSwift CRM, All-Can Engineering has seen a dramatic improvement in their workflow efficiency.
Key Outcomes
35% Reduction in Administrative Overhead:
Manual processes were replaced with automated workflows, saving countless hours each week.
25% Increase in Project Completion Rates:
Streamlined scheduling and task management ensured on-time project deliveries.
Improved Employee Satisfaction:
The user-friendly interface made it easier for employees to log their hours, track tasks, and manage responsibilities.
JobSwift CRM has become an integral part of All-Can Engineering’s daily operations, empowering their team to focus on delivering exceptional engineering services rather than battling inefficient systems.
Showcase
Final Thoughts
JobSwift CRM exemplifies the power of customized software solutions in solving complex business challenges.
For All-Can Engineering, the CRM became more than just a tool—it became the backbone of their operations, supporting both their immediate needs and long-term goals.
At Zelio, we believe in creating platforms that adapt to your business, ensuring your team has the tools they need to succeed. If your organization is ready to transform its operations, we’re here to help make it happen.
