Protech / Case study
Built around their reality.
Bringing Protech’s operations together in a custom ERP.
A custom ERP that brings clients, quotes, scheduling and invoicing together, with a built-in loss calculator.
Illustrative results — pending validation
- +40 hrs
- Saved each month on admin work
- −60%
- Time spent preparing a quote
- −30%
- Duplicate entries across tools
- 2×
- Faster invoice tracking
01The context
The starting point
Operations relied on piles of paper and the administrative assistant’s memory: quotes, invoices and installer scheduling. Preparing a quote could take 30 minutes, from measurements and surface calculations to choosing cuts that would minimize film waste.
02Our approach
The solution
A custom ERP centralizes residential and commercial clients, quotes, scheduling, invoices, inventory, work orders and purchase orders. Using the entered measurements, a calculator determines surface areas and optimizes cuts for the available rolls. Credit card payments are automatically confirmed in the app.
Inside the solution
- Clients and quotes
- Scheduling and invoicing
- Loss calculator
03The benefits
What changes
Quotes ready in under 5 minutes, faster payments and less wasted film. The team saves hours each week while keeping client records and inventory under control. Evan and Pierre-Luc can head home with peace of mind, without worrying about a forgotten follow-up.
