From appraisal to invoice in one system, and still growing a decade on

Capital Recycling, a Perth demolition and recycling company, was tracking jobs in a spreadsheet and struggling to quote. We designed a custom job management system with them, built it in stages, and have kept growing it since about 2013.

Dave Markham

The overall cost over the 8 years has rivalled off the shelf products that don't actually give you what you really want.

Dave Markham, General Manager, Capital Recycling. Google review, August 2021
Dave Markham, General Manager of Capital Recycling, in the testimonial video 1:39

Dave on choosing OneIT, building in stages, and nearly ten years with the same system (1:39).

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The challenge

Demand for recycling was growing, and with it the number of new jobs. Staff were tracking jobs in a spreadsheet that couldn't keep up, and every demolition quote was different and hard to put together.

Capital Recycling came to OneIT through a reference from another customer.

The solution

Before anything was built, we put together wireframes so the team could see the layout and how the system would work. We then built a custom job management system in stages, so Capital Recycling could start small and grow it as the business needed.

Quotes are broken down with a template for each kind of job, and every quote, job and invoice lives in the same system.

The benefits

Costs no more than off the shelf

Over eight years, the total cost has rivalled off-the-shelf products, and the system does what Capital Recycling actually needs.

No big upfront outlay

Built in stages, so they didn't have to spend a massive amount to get started. Each stage paid for what the business needed next.

Quoting under control

Quoting was the main reason they started. Every demolition quote is now broken down with a template for each kind of job.

One system, not a spreadsheet

Appraisal, quote, job, invoice and receipts all live in one system, replacing a spreadsheet that couldn't keep up with demand.

Grows with the business

In daily use for more than ten years, refined over time, and now having the point of sale system added.

Fits the whole business

Designed, in Dave's words, to cater for all aspects of the business.

What we built

Templated quoting

A quote template for each kind of job, editable and sent straight to the client.

CRM

Every communication record and task notification in one place.

Job progress tracking

Each job's steps, dates and who completed them, from appraisal to close.

Invoicing and receipts

Automated invoice creation and receipt management.

MYOB link

The system links directly with MYOB.

Progress dashboard

The progress and financial status of every project at a glance.

Still growing: nearly ten years on, Capital Recycling is adding its point of sale system to the same platform.
The job progress screen in Capital Recycling's system
The job progress screen: every step of a demolition job, the date it was done and who did it. Staff names are blurred.

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