Streamlining National Paving Solutions

Task

Our mission was to develop a centralized, mobile-first CRM that would serve as the single source of truth for all project-related information. The tool needed to be rugged and simple enough for foremen to use on-site, yet powerful enough for project managers in the office to handle bidding, scheduling, and invoicing.

Action

We took a field-first approach:

1. On-Site Discovery: We spent several days on active job sites, observing crews and project managers to understand their real-world workflows and challenges.
2. Mobile-First Design: We designed a tablet-friendly interface with large touch targets and an offline mode that syncs data once a connection is available.
3. Core Module Development: We built modules for bid creation, project scheduling (with crew and equipment allocation), daily job logging (with photo uploads), and automated invoice generation based on project milestones.
4. QuickBooks Integration: To streamline accounting, we built a robust, two-way integration with their existing QuickBooks Enterprise software.
5. Hands-On Training: We conducted training sessions not in a boardroom, but on-site, ensuring crews were comfortable using the app on their devices.

Result

The custom CRM digitized National Paving's entire operation and delivered significant returns: