Christmas Light Installer

The client, a small business specializing in Christmas light installation, was facing significant difficulties in inventory management. They were unable to keep an accurate track of their items - colored bulbs, power cords, timers, etc. Often, they would discover they were out of stock only when they needed a particular item, leading to delays as restocking from their supplier could take weeks. Their existing system, based on Google Forms and Google Sheets, was disconnected from the inventory tracking process. The owner had to manually update the inventory based on entries from his technicians. This process was not only time-consuming but also prone to inaccuracies.

Drive Phase Consulting developed a comprehensive solution that addressed these challenges. We built an admin dashboard and a tech dashboard that integrated seamlessly with their backend estimate and scheduling system, House Call Pro. This integration allowed all job data to be brought in automatically, eliminating the need for manual data entry.

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API(s): Housecall Pro

The new system revolutionized the way the client managed their inventory. They now had a real-time view of their stock levels, which allowed them to anticipate when they were about to run out of a particular item and order it in time. The integration with House Call Pro also ensured that all job data was accurate and up-to-date, reducing errors and inefficiencies.The client reported significant time savings from not having to manually update their inventory. They also saw a reduction in delays caused by out-of-stock items, leading to improved customer satisfaction.