MANUFACTURING

A field services company

How a field services company replaced rented software with a custom Power Apps tool they own

A 30 person field services team dropped the monthly subscription for a tool that almost fit. In its place: an app shaped around their inspection and claims process, built inside the Microsoft 365 they already pay for.

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Platform fee on top of Microsoft 365
$0Platform fee on top of Microsoft 365
THE CHALLENGE

Where They
Started.

This field services company had rented an off the shelf tracking tool for years. It almost fit. The field teams bent their day around the software, not the other way round. Every month the subscription invoice landed for a product nobody loved. Half the fields were ignored, and the one screen they truly needed was never there. When they looked at the alternatives, the story repeated. Every serious platform meant a bigger monthly fee and a long onboarding. Each one added another login and another place their data would live. They did not want a heavier rental. They wanted a tool that matched how they worked, and they wanted to own it. They did not want a heavier rental. They wanted a tool shaped around their work, living in their own system, that was theirs to keep.

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THE WORK

What We
Did.

Before, every inspection and claim ran through a rented tool that almost fit. Field teams keyed details into screens built for someone else's business. The office retyped the same information to track status. Updates traveled by phone call and message, because the one view they needed was never there. We rebuilt the process around how they actually work. The field user opens a single app and captures the job with only the fields that matter, setting status, priority, and deadline as they go. Power Automate then carries that record forward. The office sees the same update the moment it is saved, with no retyping and no chasing, all inside their own tenant. It is one of many tools we build inside Microsoft 365 instead of outside it. The same approach sits behind Listique360, our ClickUp replacement built in SharePoint. The capability lives in your tenant, and the data never leaves it.

01

Honest fit check first

We started with a free intro call to walk through the process step by step and tell them plainly whether a custom build was the right call. It was. If it had not been, we would have said so.

02

Phase based scope

We broke the work into phases, each with its own scope and budget. Phase 1 was small and cheap on purpose: a single working screen they could click within days. They judged us on results before committing to more.

03

Built on what they already pay for

Their Microsoft 365 licenses already included Power Apps and Power Automate, so we built the app there, inside their own tenant, with no new platform to buy.

04

Tested with real field users

We put the working app in front of the people who do the job. We watched where they hesitated and adjusted before go live, so the tool fit the work and not the other way round.

We'd scope the same kind of engagement for your business, with timelines and effort against each stage.

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We had been paying every month for something that almost worked. Now we have a tool built around exactly how we operate. It lives in our own system, and it is ours to keep.
Operations lead · a field services companyA field services company
MORE STORIES

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A logistics company

Like a lot of growing operations, this logistics company approved invoices by forwarding emails. Someone then tracked who had signed off in a shared spreadsheet, retyping the same details every day. It worked, right up until the person who knew the spreadsheet went on vacation. The cracks showed in the usual places. Approvals sat unread at the bottom of inboxes. Nobody could say for certain who had signed off, or when, without scrolling back through an email chain. A mistyped number was caught late, if at all. The team did not want yet another subscription, another login, another monthly fee for an approval tool. They wanted the process fixed, inside the tools they already trusted. They thought they needed to buy an approval tool. It turned out they already owned everything they needed.

100%Of approvals logged with who and when
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A growing construction firm

The owner ran the business. They were also the person every Microsoft 365 question landed on. A password reset here, a new hire's laptop there, a mailbox that stopped syncing, a Teams setting nobody could find. None of it was their job. All of it was eating their week. As they put it to us, they did not want to figure this stuff out anymore. It was not what they did, and it took too much time. They were not looking for a one and done fix either. They wanted a partner that could grow the system as the business scaled. Every IT problem had no home except the owner's inbox, and the owner had a company to run.

1Address for every IT problem
Manufacturing

A manufacturer

The team lived in Outlook, Teams, and SharePoint every day. The bills came in every month. What leadership did not know was whether any of it was set up safely. There was no internal IT person to ask. The honest answer to where the biggest risks were was a shrug. The worry was not one specific fire. It was the feeling of flying blind. Were licenses being wasted on people who had left. Was sign in actually secure. Were files scattered in places nobody could find. They wanted the full picture in one place before any big project or spend. The fear was not a single fire. It was not knowing where any of the fires might be.

48 hoursTo a full report and a 90 day plan

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This for Your Business?

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