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PROGRESS BILLING THAT MOVED OUT OF SPREADSHEETS

Installation and service records, and the monthly progress billing calculated from them, moved into an application the whole team reads from.

FIG. 06 — PROGRESS BILLING

01 THE PROBLEM

Tracker and camera installation jobs lived in spreadsheets. Every technician kept their own file, and the monthly progress billing came out of merging those files by hand. Files overwrote each other, and the record of a past job would sometimes simply disappear.

02 THE APPROACH

We started by migrating the data that already existed: past records were read out of the spreadsheets, validated and written into the database. Nothing was lost. The new system did not sit on top of the old one — it replaced it.

The application runs against a single database on the server, so everyone on the team reads the same records. Progress billing is no longer a manual calculation; it falls out of the records themselves.

System requirements were written from measurements against the real dataset, not from guesses.

03 BUILT WITH

  • React
  • Express
  • SQLite
  • Node.js

04 THE OUTCOME

  1. 1,235 historical records validated and migrated

  2. Monthly progress billing is derived from records instead of calculated by hand

  3. One shared dataset; no more file-version confusion

  4. Installation and auto-update documented so the team can run it themselves

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FIG. 07 — ASSISTANT

05 CONTACT

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