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Case study · Real estate & property

Taking property maintenance estimates and invoices into the field

A US property services company equipped technicians to create estimates, capture signatures and print invoices onsite, with online and offline working and back-office synchronisation.

.NETPocket PCWeb services
AI-generated illustrative scene: Property maintenance technician workbench with a period-appropriate compact handheld PDA, stylus, service paperwork and small portable printer, residential repair tools, no modern smartphone, no client branding.
AI-generated illustration; not a client photograph or production screenshot.
Client context
A US residential and commercial property company
Working modes
Online and offline
Field documents
Estimates, invoices and POs
Integration
Two-way synchronisation

The situation

The business need

The client wanted technicians to prepare estimates and invoices at customer sites. They also needed to receive daily work remotely without travelling to the office.

Conventional laptop and tablet solutions were described as cumbersome for this field workflow. The project explored a Pocket PC application supported by Shinetech’s .NET engineering team.

The approach

How the team delivered

01

Synchronise the day’s work

Web services supported bidirectional synchronisation with the back-office server. The data to be synchronised could be configured, and technicians could receive work remotely.

02

Support work at the customer site

The application supported online and offline operation, service or product presentation, customer signature capture and onsite printing.

03

Return completed work to the office

Completed work could be synchronised back to the server. Web-service login and role-based permissions controlled access to application functions.

Project context

Technology and delivery

Technologies and working practices used in this engagement.

.NETPocket PCWeb servicesOffline synchronisation

The result

What the engagement delivered

A field-ready workflow

The delivered functions covered estimates, invoices and purchase orders at the point of service.

Offline capability

Technicians could continue their onsite workflow without a continuous connection.

Connected back-office records

Two-way data synchronisation linked field activity with office processing.

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