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Membership intake & back-office system for a vehicle-towing operator
Custom customer intake portal and back-office system for a vehicle towing operator, replacing manual PDF re-typing and automating month-end commissions.
What went live
- Agent submission form with returning customer and vehicle lookup by plate number
- Auto-calculated coverage dates, fees and per-package discount caps
- Sequential invoice numbers generated server-side, with a branded PDF per application
- Customer and vehicle records — one customer, multiple vehicles
- Owner dashboard: daily and monthly submissions, revenue and trends by agent and package
- Filtered Excel exports and role-based access (agent / admin / owner)
- Full audit trail on every change, with sensitive IDs encrypted and masked
- A towing-job cost-tracking module added after launch, at the owner's request
What improved
- Staff freed from re-typing customer details out of PDF forms for every application
- Repeat customers looked up by plate number instead of entered from scratch
- Quote and invoice arithmetic moved server-side, so the numbers stopped being wrong
- Month-end agent commission calculations produced on demand instead of rebuilt by hand
- The owner reads the day's numbers from a dashboard instead of asking around
- Member details moved out of shared files into an access-controlled system
No invented outcomes
- No revenue or time-saved figures are claimed — we haven't measured them yet
- The client's name and country lineup are withheld by agreement
MORE WORK
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