Case study · Field services

A field service platform that retired the paper docket

Seven months with a Western Australian utilities maintenance contractor replaced a paper job process with one platform — scheduling, offline mobile capture, asset history and a payroll-ready export — without touching the ERP underneath.

Client: WA maintenance contractor (confidential) Sector: Utilities & field services Duration: 7 months Status: In production since 2024 Team model: Dedicated in-house engineers

The contractor maintains water and electrical assets across regional WA, where mobile coverage is an assumption rather than a guarantee. Work was scheduled on a whiteboard, written onto a triplicate docket, then retyped days later into payroll, an Excel asset log and a costing sheet — one repair recorded three ways that rarely agreed.

We built one system instead: a scheduling board, an offline-first capture app, an asset register holding service history, photo evidence per job line, a payroll export accepted without re-keying, and a supervisor dashboard showing live job state. The ERP stayed; the platform feeds it.

01The problem

Nobody held a complete picture of a job. The scheduler knew roughly who was assigned, the technician knew what had been done, and the office knew whatever arrived on paper by Friday — three versions that rarely agreed.

  • Dockets delayed by days, occasionally lost or illegible after rain
  • The same hours retyped into payroll, an asset log and a costing sheet
  • Overtime and travel claimed from memory, then disputed
  • No reliable record of which components were fitted to which asset
  • Controllers phoning crews to ask whether a job had finished

02Constraints we worked within

Fixed limits shaped the design, and one dominated: the ERP stays, because it holds the financial record and the costing rules.

  • Award rules governing how start, finish and travel time may be captured
  • Remote sites without reliable coverage, so offline operation was mandatory
  • An ERP retained as the financial source of truth
  • A fixed capital budget with no per-user licence fees

03What we built

Six components delivered as working software, each usable alone so value arrived before the platform was complete. The asset register went first: it needed long soak time before crews trusted it.

  • A drag-and-drop scheduling board with skill tags and travel windows
  • An offline-first mobile app for dockets, times and parts used
  • A structured asset register with full service history
  • Timestamped, location-stamped photo evidence per job line
  • An automated payroll export reconciled before release
  • A supervisor dashboard showing exceptions by depot

04How we solved the hard parts

Offline-first was the constraint everything bent around. Each device keeps a local journal of entries stamped with a device-generated identifier, so a completed job exists with zero signal. On reconnect the entries replay in order and the server applies conflict rules: a newer edit wins only while the job is open, and contested lines go to a supervisor queue rather than being overwritten. Every accepted change writes an append-only audit row, and a reconciliation report gates the payroll export on any mismatch between docket counts and pay lines.

  • Local write-ahead queue per device, replayed in order once signal returns
  • Server-side conflict rules with an append-only audit trail
  • Media uploads carried on a separate, lower-priority queue
  • Reconciliation report gating every payroll export
  • Staged rollout by depot, never a company-wide switch
  • Device enrolment with kiosk mode, remote wipe and certificate rotation

05Migration and cutover

Paper and software ran side by side at the first depot, and the exit criterion was simple: the reconciliation report had to agree with the paper file for two consecutive fortnights. Each depot then followed the same sequence, every stage with a rollback point.

  • Asset data cleansed and verified depot by depot with local crews
  • Parallel running before any depot stopped writing dockets
  • Training at shift changeover, plus a named presence for two days

06Results and what we learned

Job close-out is 62 per cent faster, no docket has been lost since the first depot went live, and three legacy systems — the Excel asset log, the costing sheet and the whiteboard roster — are gone. Month-end reconciliation takes about four hours rather than several days.

One thing went wrong. We assumed photographs would travel with their docket; on poor connections a batch of large images sat at the head of the queue and starved job data, leaving dispatchers with stale job states for hours. Media moved to its own compressed queue, fixed within a fortnight. Those measures are still reported to the client each month.

62%
Faster job close-out
0
Dockets lost since go-live
3
Legacy systems retired
4 hrs
Month-end reconciliation
“We stopped arguing about hours. Each job is timestamped, has photographs with it, and reaches payroll before the technician finishes his shift. That argument used to cost us a morning every week.”
Operations Manager — WA field services contractor

07Technology used

React (PWA).NET 8PostgreSQLAzure App ServiceAzure Blob StorageTerraformxUnitPlaywright

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