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Case study · 2024

Dimotec Contrôle

End-to-end platform: quote generation, in-person client signature, mission orders, and a loyalty wallet — all in one tool.

Web platform · Field operations
Client
Dimotec Contrôle
Industry
Inspection & maintenance
Duration
10 weeks
Role
Product design, full-stack engineering, integrations

The challenge

What we walked into.

Dimotec's field technicians juggled three tools — quotes in Word, signatures on paper, mission orders by email — and lost hours per intervention. Clients had no loyalty incentive and the back-office re-typed every quote into the accounting system. They needed one platform that does it all, from the van.

Approach

How we shipped it.

  • Designed a mobile-first quote builder with templated line items and tax handling.
  • Wired in-person digital signature with timestamped PDF generation and email delivery.
  • Auto-generated mission orders from signed quotes — synced with the technician roster.
  • Built a points-based loyalty wallet with referral codes and a customer portal.

Stack

What it runs on.

TypeScriptReactTanStack StartPostgresPDFDocuSign API

Outcome

What changed.

−74%
time per intervention paperwork
+38%
client retention after 6 months
100%
of quotes signed in one visit

Industry context

Digitizing field operations: quotes, signatures and loyalty in one platform

Field-service businesses — inspection, maintenance, installation, repair — are still routinely held back by paper. Quotes in Word, signatures on a clipboard, mission orders by email, and a back-office that re-types every line into the accounting system. The cost is invisible and enormous: lost hours per intervention, lost margin per quote, lost customers to faster competitors.

Dimotec Contrôle asked us to fix exactly that. We built a single platform that follows the technician from the van to the client's site and back to the office: a mobile-first quote builder with templated line items and tax handling, in-person digital signature with timestamped PDF and automatic email, auto-generated mission orders synced with the technician roster, and a points-based loyalty wallet to bring clients back.

Technically, the platform runs on TanStack Start with a Postgres backend, PDF generation server-side, and integration with DocuSign-compatible signing. Everything is responsive-first because every technician uses it on a phone or tablet — but the back-office gets a richer desktop dashboard for planning, invoicing and reporting. Offline edge cases are handled gracefully: a technician can finish a quote in a basement and sync it the moment they come back online.

The pattern generalises far beyond inspection. Any field business that today juggles quote tools, signing tools and dispatch tools — HVAC, telecom installation, real-estate diagnostics, fleet maintenance, B2B services — can collapse all three into one platform their technicians actually like to use, and watch the margin per intervention follow.

Project FAQ

What is field-ops software?
Software that follows a service worker outside the office — quoting, signing, dispatching, reporting and invoicing — across phone, tablet and desktop.
Does the in-person signature have legal value?
Yes. We generate a timestamped, hash-sealed PDF and store the signing audit trail (IP, timestamp, signer identity) — equivalent legal value to standard electronic signatures across the EU.
How does the loyalty wallet work?
Clients earn points on signed quotes, redeem against future interventions or services, and get a referral code. The points engine and customer portal are built in.
Can it integrate with our accounting software?
Yes. We can export signed quotes and invoices to Sage, QuickBooks, Pennylane or any tool with an API — eliminating the back-office re-typing step.

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