A leading utility services provider specializing in industrial equipment rentals was struggling with inefficiencies caused by fragmented workflows. Field teams were submitting mobile forms, but the data still had to be manually transferred into QuickBooks Desktop. This led to delays, missed audits, and inconsistent reporting.
The Solution:
MobileSurety implemented its Form Junction platform to serve as the intelligent control point between mobile forms and backend systems. Integrated with TrueContext, the new workflow enabled real-time form dispatching, automated job tracking, and seamless integration with QuickBooks Desktop. Rental orders and expense submissions from the field now update the accounting system instantly — the moment a form is submitted.
The Results:
⦁ 100% reduction in manual dispatching efforts
⦁ Improved audit readiness and compliance scores
⦁ Real-time visibility into rental activity and job costs
⦁ Seamless, error-free data flow from the field to finance
“Our crews know exactly where to be and when, and submitting rental orders and expenses is seamless.”
Utility Services & Industrial Rentals
- July 25, 2025
Table of Contents
- Result:
- 100% reduction in manual dispatching
- Client:
- National utility equipment rental provider
- Challenge:
- Field forms had to be manually re-entered into QuickBooks Desktop, causing delays and errors.
- Solution:
- Implemented Form Junction with TrueContext to automate form dispatch and sync data directly into QuickBooks.