Western Counties Roofing
Western Counties Roofing

Client

Western Counties Roofing

Objective

WCR wanted to develop an app for staff out on site to be able to access and upload key information about the site and roofing job they are working on. We implemented a Vtiger CRM solution as the key data management system to which the app could connect.


Solution

Standard CRM modules and fields were configured to their needs providing them with a fully bespoke system. With the CRM in place we started work on the app which allows site staff to view documents, complete and email forms, and upload images of the work they are undertaking.

The app can also be used to deliver on the spot health and safety training. CRM training records are created which captures participant signatures and creates certificates confirming training has been received. This ensures that health and safety training records are kept up to date and maintains a full training history.

Whilst this work was being complete, we also developed an app which accurately measures the pitch of a roof. The app has a calibration tool to allow for protective phone covers, location coordinates, photo capture and email functionality.

Here's what Western Counties Roofing had to say about Clystnet:

Coming from a roofing/construction background I did not have the first clue of where to start or who to turn to – all I had was a clear idea of what I wanted.

After googling and interviewing a number of companies, all of which spoke in jargon, made things overly complicated which in turn made me doubt whether I wanted to go down this route at all, I was recommended Clystnet and from the first meeting was completely reassured that my vision was possible and straightforward.

I saw Henry’s passion first hand and what was supposed to be a 30 minute introduction meeting quickly turned into a 2 hour brainstorming/ideas session. I had artwork and site maps within the first week and we haven’t looked back since. The pace at which our app and CRM have been created is incredible and the level of detail in understanding our business is astounding.

Henry, Claire and the great team at Clystnet have driven my idea forward, expanded on my vision and taken the original concept to a new level. What started out as a 1 year project now enters its 3rd year and not only brings together our H&S but training, quality assurance, customer care, financial applications and invoices. Claire now visits our office around once a week and has gained an insight into the inner workings of our business so new systems can be written and developed bringing everything together completely revolutionising how we work.

Clystnet have taken the time to understand my idea, the business needs and have fully immersed themselves within our company.

I recently recommended Clystnet to a close friend who was looking to bring all their systems into line using a CRM, his words to me were “that was one of the best business recommendations I have ever been given”. A major PLC housing developer recently said “you have better systems than us”. What more can be said!

I cannot recommend Clystnet highly enough and they have completely transformed how our business runs and has helped us achieve ongoing growth. We are now paperless, streamlined and compliant working with huge efficiency within every area of the business.

I cannot recommend Clystnet highly enough and they have completely transformed how our business runs and has helped us achieve ongoing growth. We are now paperless, streamlined and compliant working with huge efficiency within every area of the business.

Western Counties Roofing

Western Counties Roofing

Quality assured full service roofing solutions
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