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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

Running a process like this on spreadsheets, WhatsApp and memory?

See Custom Business Systems