1 month
Timeline
Field Services
Service Management Platform — End-to-End Work Order & Messaging System
Cloud-native platform to handle CSV ingestion, calendars, notifications, document sync, and technician workflows.
95%
manual Handling Reduction
Challenge
What was slowing the business down?
Scheduling, messaging, documents, and calendars were fragmented and manual.
Solution
What we built or automated
- GCFs to process large CSVs to Firestore; dynamic job sync
- Auto create/update Google Calendar events with rate-limit backoff and cleanups
- Google Drive folder sync + file access for installers
- Twilio SMS/calls/emails: daily reminders at 3PM + manual flows (confirmation, reminders, date options with validations)
- Trello logging of SMS responses for internal visibility
Outcomes
Business impact
- 95% reduction in manual work-order handling
- Real-time alerts increased customer satisfaction
- Always-synced schedules and files improved installer productivity
Tools
Tech stack
From raw CSVs to calendars, files, and customer comms—all orchestrated automatically, with manual 'assist' tools when needed.