Ideal Loft Ladders S.E Ltd


Ideal Loft Ladders are based in Kent and supply high quality loft ladders, loft boarding, loft lighting and roof windows. Ben approached me as his business was growing fast and he needed to understand his customers and finances better.

The Challenge:

  • Growing quickly
  • Lack of ability to track customers
  • Unable to monitor quotes
  • Not able to properly track engineers in the field
  • Poorly set up Google G-Suite

The Strategy:

I trialled Insightly but after further investigation I rolled out ServiceM8 to track and monitor customers. Service M8 was also incredibly helpful to manage engineers in the field, allocate jobs and look at job profitability analysis. I also rolled out iPads using Jamf (a mobile device management tool) to all the engineers and sorted out Google G-Suite.

The Result:

I made things simpler, more secure, reduced costs and introduced shared files and calendars. Ben was delighted and described ServiceM8 as a “game-changer” for his business.

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