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Crane Hire / Quote-to-Cash AutomationIn Progress

Crane Ops

Crane hire company running quotes, field tickets, invoicing, and payment chasing across spreadsheets, paper, and manual re-keying.

Crane Ops system overview
Outcome

10 to 15 hours of manual billing eliminated every week

The problem

Quotes, field tickets, invoicing, and payment tracking all lived in separate places, spreadsheets, paper, and a lot of manual re-keying. Standby time got missed, invoices lagged behind the work, and no one could see a job's true status without digging.

What we built

We built a set of connected n8n workflows that run the whole back office end to end. A field ticket comes in, an invoice goes out, payment reconciles itself, and every job's status stays true, from a priced quote through to a client-signed proof of delivery, with the office barely touching it.

  • Field crews log job tickets from their phone, hours, standby, photos, and signature
  • One-click invoicing from a signed-off ticket, with an automatic pricing engine for standby, minimum hours, and overtime
  • Branded invoice pack generated as PDF, CSV, and XLSX
  • Payment reconciliation, a QuickBooks payment flips the invoice to Paid on its own
  • Client e-signed proof of delivery, generated and emailed automatically
  • Live job status that rolls up from every ticket, sign-off, and payment
Built by an Anthropic PartnerTrained at Oxford

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