Case Study · Custom Operations Software
A better way to schedule a growing roofing backlog.
The company had plenty of work. The problem was deciding what should be built next. Every week, the operations team had to reconcile jobs, crews, project managers, weather, permits, materials and cash flow across spreadsheets and separate tools. We built a scheduling platform around that exact decision.
Roofing & Construction
Custom Scheduling Platform
Google Maps · BAMWX · AccuLynx
Direct Client
$300k+
in project backlog worked through after the scheduling platform went live.
Scheduling was really a coordination problem.
A job could look ready on paper and still be the wrong job to schedule. The team had to know whether materials and permits were in place, whether the weather would hold, which project manager had room, which crew could do the work well, how far that crew would have to travel and whether the job was cash or insurance funded
3 to 7 days
could be spent building and confirming a production schedule by hand.
6+ factors
6+ factors
No single view
Before → After
The problem was not missing data. It was seeing the full picture.
Before
Every answer required another tab, message or spreadsheet.
The team could find each piece of information, but not in one place. Building the schedule meant checking job status, crew availability, weather, permits, project manager capacity and financial context one by one.
| Job | Crew | Status |
|---|---|---|
| Project 014 | ? | Permit |
| Project 021 | Crew B | Weather |
| Project 026 | ? | Ready |
| Project 031 | Crew A | Cash |
The system
Put the pipeline on the map.
The first step was making the workload visible. Jobs waiting to be scheduled are plotted on a map so the team can see where work is concentrated, what is nearby and which assignments would send a crew back and forth across the service area.
Bring the decision into one place.
The scheduling logic gives the operations team the context they were already trying to assemble by hand. Before a crew, project manager and date are committed, the system can surface the factors that matter for that job.
Job geography
Crew availability
Crew specialization
Custom scheduling logic
Who should build what, where and when?
Weather conditions
Job readiness
Cash / insurance context
Turn the backlog into a week the team can execute.
Once a job is ready, the team can move it from the unscheduled queue into a weekly plan. They can see what still needs a date, which project managers have capacity and what has already been committed for the week.
Unassigned job queue
Project manager assignment
Weekly production planning
A free crew can still be the wrong crew.
Once a job is ready, the team can move it from the unscheduled queue into a weekly plan. They can see what still needs a date, which project managers have capacity and what has already been committed for the week.
Specialty and trade capabilities
Operational ranking
Availability-aware assignment
When the plan changes, the change stays in the system.
Roofing schedules move. Weather changes, scopes grow and some jobs cannot be built on the day they were planned. The app gives the team a clear workflow for those exceptions so a changed job does not disappear into a message thread or a separate spreadsheet.
We connected the tools the team already trusted.
Google Maps
BAMWX
AccuLynx
Custom Scheduling Logic
$300K+ backlog worked through.
The biggest change was not another dashboard. It was having one place to answer the question that had been slowing the team down every week: what should we build next, and who should build it?
Before
3 to 7 days of manual scheduling coordination
After launch
$300K+ in backlog worked through
Platform
Jobs + crews + PMs + weather + readiness
What are you still running in a spreadsheet?
The best custom software usually starts with a process people are tired of working around.
If a critical workflow still depends on spreadsheets, calls, messages and knowledge that lives in a few people’s heads, there may be a better way to run it. We learn the process first, then build the software around how the operation actually works.
