Case study · Technical systems maintenance
From €320K to €1.1M in revenue, with the same headcount.
An electrical and HVAC systems maintenance company brought quotations, orders, purchasing, materials, interventions, sites and invoices into Nebulas ERP. The flow supported 3.4-times growth without expanding the team.
Anonymous case study · Data and results supplied by the projectThe setting
An electrical and HVAC maintenance contractor working through projects.
Every intervention depends on an approved quote, available materials, purchasing, technicians, completed work and accurate documents. As the number of sites increased, the same team had to control more work without duplicating data between the office, warehouse and field.
- 2022–2026
- measured growth period
- 2
- system types: electrical and HVAC
- 1
- flow from quote to invoice
The operating challenge
Grow the number of sites without losing control of materials, interventions and invoices.
Quotations, customer orders, inventory requirements, purchasing and supplier orders produced information that had to reach each site. If those steps had remained separate, every new job would have added manual entry, checks and opportunities for error.
Downstream, intervention reports and project activities had to become complete project reporting and accurate invoices. Missing or mistyped information would have meant completed work that could not be reported and billed correctly.
Nebulas ERP
One operating flow for the office, warehouse and sites.
The ERP source confirms that commercial documents, inventory movements, projects, intervention reports, WBS and invoicing share references and operational steps.
Quotations and customer orders
An accepted quote continues through the sales cycle while retaining the customer, lines, prices and links to later documents.
Purchasing and materials
Supplier orders, incoming goods, stock on hand and committed materials show what the work requires and what is available.
Sites and intervention reports
Documents and intervention reports stay associated with the project, so completed activities, technicians and materials do not have to be reconstructed at the end.
WBS, reporting and invoices
Phases, subphases and activities structure the site; hours, progress and actual costs feed project control and the documents to be invoiced.
The configured workflow
From quotation to invoice, without re-entering the work.
Each stage retains what the next one needs and exposes materials, activities and documents that still need attention.
- 01
Quotation
Customer, work, materials and terms define the job.
- 02
Order and project
Approved work enters project planning.
- 03
Purchasing and materials
Availability, requirements and supplier orders feed the site.
- 04
Intervention and WBS
Reports, hours and progress are recorded against activities.
- 05
Reporting and invoice
Recorded work becomes project control and a customer document.
What stayed connected
One project, one chain of operational information.
The system keeps continuity between what was sold, purchased, issued, completed and invoiced. The office can therefore review each site using the same data captured while the work was done.
- Customer, quotation, order and project
- Items, warehouses, requirements, purchases and supplier orders
- WBS, activities, hours, progress and intervention reports
- Project reporting, linked documents and customer invoices
The result
The same team manages 3.4 times the revenue, with reporting and invoicing errors eliminated.
Between 2022 and 2026, annual revenue rose from €320K to €1.1M while headcount remained unchanged. The ERP flow gave the team the operating capacity to coordinate more projects and, according to project data, eliminated reporting and invoicing errors.
Annual revenue
From €320K in 2022 to €1.1M in 2026
Headcount growth
The same number of people
Reporting and invoicing errors
Eliminated from the operating flow
The financial, staffing and error figures were supplied by project stakeholders. They describe the company’s growth while using the system and do not attribute the entire revenue increase to the ERP alone. The customer’s identity remains confidential.
Managing field work?
Every intervention should reach the invoice complete.
Show us how quotations, materials, technicians, reports and administration pass work between them. We can identify where one connected flow removes errors and creates capacity.
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