OPERATIONS PLATFORM
A connected operating system for work that had outgrown spreadsheets.
A workflow-heavy platform for estimates, job details, scheduling, approvals, documentation, billing and field coordination.
Discuss your workflowThe operational problem
Work was moving across too many disconnected records.
Built for a project-based carport manufacturing and installation operation, Trabaja needed to give office and field teams one connected place for the information and decisions that move work from estimate through scheduling, documentation, billing and reporting.
One shared operating record
Jobs, schedules, documents and billing had to stay connected.
- 01
A project operations dashboard that brings portfolio status, backlog and current work into a shared operating view.
- 02
Job workspaces for project setup, customer and billing information, documents, approvals and readiness.
- 03
Crew and job scheduling, billing operations, user and role management, collections and reporting surfaces.
The operating path
From approved estimate to reliable reporting.
The path below shows how one job moves through the operation without exposing private system names or customer data.
- 01Estimate
- 02Job workspace
- 03Scheduling
- 04Documents and approvals
- 05Billing
- 06Reporting
Where complexity entered
Office and field teams needed different views of the same work.
- Billing and operational data are interdependent, so changes need to remain legible across the workflow.
- Office and field teams need different information while working from the same operational record.
- The system must accommodate evolving job attributes and process details without making everyday use harder.
Interfaces used by office and field teams
The operating screens where work is coordinated.
The outcome
One operating surface for connected work.
The delivered platform makes job setup, scheduling, documentation, billing, and reporting visible in one connected environment for office and field teams.
Technical notes
- Role-aware web application and operational data model.
- Connected dashboard, scheduling, billing and reporting interfaces.
- Structured job attributes and export-ready operational views.
Stakxl's role
Stakxl owned the system design, workflow implementation and product engineering across the operational platform.
Discuss a similar workflow