Case Study · Construction

A Unified Job Lifecycle Platform for Construction Services

A central workflow platform built around the job lifecycle for a construction services business. Lead intake, estimating, site delivery, variations, quality checks and financial oversight are connected, with Microsoft 365, SharePoint and Xero.

Custom SoftwareWorkflow AutomationMicrosoft 365 Integration
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  • Perth Based. Australia Wide.
  • 18+ Years in Custom Software
  • Fixed-Price Delivery
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Summary

At a glance

Client
Construction and building services business
Industry
Construction
The problem
Estimating, approvals, scheduling, variations and finance tracking were spread across emails, spreadsheets and specialist construction tools.
What we built
A central workflow platform structured around the job lifecycle, connecting lead intake, estimating, site delivery, variations, quality checks and financial oversight.
Systems and technology
Microsoft 365, SharePoint, Xero, Web application
Results
  • One view A single job-level operational view.
  • Handover Improved handover between office and field teams.
  • Tracked Better tracking of approvals and variations.
  • Less duplication Reduced duplication across connected business systems.
Client Context

Construction and building services business

A construction services business running estimating, approvals, scheduling, variations and finance tracking across email, spreadsheets and specialist tools.

The Challenge

What needed to change

Estimating, approvals, scheduling, variations and finance tracking were spread across emails, spreadsheets and specialist construction tools.

The Solution

What we built

A central workflow platform structured around the job lifecycle, connecting lead intake, estimating, site delivery, variations, quality checks and financial oversight.

Lead intake

New work captured at the start of the job lifecycle.

Estimating and approvals

Estimates and approvals tracked against the job.

Site delivery

Office and field teams working from the same job record.

Variations

Variations recorded and tracked.

Quality checks

Quality checks as part of the job.

Financial oversight

Finance tracked against each job, with Xero.

Built with:
Microsoft 365SharePointXeroWeb application
Results

What changed

One view A single job-level operational view.
Handover Improved handover between office and field teams.
Tracked Better tracking of approvals and variations.
Less duplication Reduced duplication across connected business systems.
Similar Project?

Want something similar for your business?

Tell us about your industry, your workflows, and what you want to achieve. We will scope it, quote it fixed-price, and build it.

Tell us what you want to fix

What industry are you in? What systems do you use? What is the biggest operational problem you want solved? We will come back with a plan and fixed-price quote.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.

Kasun Wijayamanna, founder of HELLO PEOPLE

Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.