OPERATIONS PLATFORM
A connected operating system for work that had outgrown spreadsheets.
A connected operations platform supporting ~220 active projects across 20 regions and all 50 U.S. states, covering estimates, job details, scheduling, documentation, billing and field coordination.
Discuss a similar systemBefore Trabaja
Spreadsheets, manual entries and email were carrying too much of the operation.
Before Trabaja, important project information and coordination were spread across manual database entries, spreadsheets and email. As the operation grew, the business needed one connected place for the information and decisions that move work from estimate through scheduling, documentation, billing and reporting.
The outcome
One platform now supports ~220 active projects across 20 regions and all 50 U.S. states.
Instead of coordinating core work across disconnected records, office and field teams now use one connected environment for estimates, job setup, scheduling, documentation, billing and reporting. The platform currently supports ~220 active projects across 20 regions and all 50 U.S. states.
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.
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