prosights
case studies

A paperless field workflow for a multi-site equipment services company

Industrial equipment maintenance workshop with machinery and control panels

Paperless Field Workflow

A machinery and equipment services company — repairing, inspecting and overhauling units across more than a dozen facilities — ran every job on a paper file that physically traveled with the unit through roughly ten work centers. Hand-offs were manual, asset IDs were transcribed by hand, completed labor and materials often went uncaptured and unbilled, and neither customers nor managers could see where a unit was.


$300K+

billing leakage recovered

~40%

faster unit throughput

4 weeks

to live in production


Prosights put a forward-deployed engineering team on-site and built a paperless job-file application: field-ready tablets at every work center, computer-vision capture of stamped asset IDs at intake, digital forms that match the paper they replaced, gated QA sign-offs with role-based login, and clean customer status and PDF reports out the other end.

The Challenge

A paper file rode each unit across ~10 work centers. Hand-offs were manual, IDs were keyed by hand, QA gates and rework were invisible, completed labor often went unbilled — and compliance records lived on paper.

The Solution

A digital job-file app on tablets at every work center: capture forms on the device, route units center-to-center with gates, and sign off with role-based approvals — online-first, then offline-capable.

The Bulid

Computer-vision capture reads stamped asset IDs from a photo and validates them against the roster; configurable, customer-specific forms the client's own team maintains (no rip-and-replace); and a supervisor dashboard with live status, hand-offs and sign-offs.

The Outcome

Paperless across the piloted work centers with real technicians using it, previously-lost labor captured and billed, live status for customers and managers, and a repeatable rollout facility by facility — on a platform the company owns.

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