
Transforming Work Order Management for W***** Inc.

Client Overview
W***** Inc. is a trusted IBEW choice licensed contractor specializing in construction-related projects across the United States. Their expertise includes electrical vehicle charging stations, high-voltage line construction, underground and overhead utilities, utility potholing, concrete, masonry, and general contracting. With a reputation for delivering high-quality infrastructure solutions, W***** Inc. needed a more efficient way to manage its growing workload and workforce.
Industry: Construction & General Contracting
Client Since: April 2023
Source: Inbound Referral
The Challenge
Before implementing the new system, W***** Inc. faced significant inefficiencies due to a lack of proper tools.
- Their team relied solely on spreadsheets, which made it difficult to track work orders, assign tasks, and access shared information.
- This led to delays, miscommunication, and inefficiencies in scheduling and project management.
- This disorganized workflow not only slowed down operations but also risked miscommunication between teams, leading to potential project delays and increased labor costs.
With expanding operations and potential new work opportunities, they needed a more structured and scalable solution.

How They Found & Chose the Solution
A referral.
The leadership team at W***** Inc. had previously worked with the District Manager and Office Manager, who were familiar with the capabilities of the proposed solution. Through a referral, they were introduced to a system that had already proven effective in managing work order tracking for similar businesses.
To help W***** Inc. evaluate its potential, a demonstration was provided, showcasing how the system could serve as a solid foundation for their needs. The demo highlighted key functionalities such as automated work order tracking, team scheduling, and asset management – features that directly addressed their pain points.
After seeing the system in action, W***** Inc. quickly recognized its value over spreadsheets. The ability to track work orders in real time, assign tasks efficiently, and provide construction coordinators with a shared platform for scheduling was exactly what they needed to improve operations. This hands-on demonstration and the system’s proven track record were the deciding factors in their choice.


Implementation & Adoption
The transition from spreadsheets to an advanced tracking system was handled in a structured and phased approach to ensure seamless adoption.
The first step was providing W***** Inc. with a pre-built template, designed to align with their existing workflow while introducing automation and better tracking mechanisms.
Once the system was refined, training sessions were conducted for managers and key team members, ensuring they understood how to navigate and utilize the platform effectively.
Instead of a top-down enforcement approach, W***** Inc. allowed managers to take ownership of the system and introduce it to their teams. This hands-on adoption strategy led to a smoother transition, as employees saw the direct benefits of the system in their daily operations.



Key Measurable Results
With the new system in place, W***** Inc. experienced significant improvements in efficiency and cost savings.
Time Savings: Faster work order tracking reduced manual entry and administrative overhead.
Cost Savings: Increased efficiency translated to lower operational costs.
Improved Team Coordination: Shared access to information allowed better scheduling and collaboration.
Most Loved Features & Benefits
Work Order Tracking
The ability to create, assign, and monitor work orders in real time made scheduling more efficient and eliminated the need for manual spreadsheet updates.
Asset Tracking
By having a centralized platform to track equipment and resources, the company could easily see where assets were located and how they were being utilized.
Team Member Tracking
Managers could now oversee workforce assignments, ensuring that the right personnel were allocated to the right projects at the right time.
Customer Feedback & Testimonials
The transition to the new system was met with enthusiasm from the W***** Inc. team.
Upon implementation, their response was simple yet telling:
“Awesome, thank you so much!”
Replacing outdated spreadsheet tracking
With a scalable and user-friendly system in place, W***** Inc. has successfully improved its operational efficiency, setting the foundation for continued growth in the construction industry.
Contact us to get started today.





