The Outcome

The new system quickly became an essential tool for RL Rattray. Staff now rely on it daily, using a dynamic calendar to manage their assigned jobs and update progress in real time.

Since launching in 2023, the platform has delivered substantial efficiency gains, replacing paper trails with streamlined digital workflows. The client’s verdict? Exceptional. They’ve noted more accurate, up-to-date records and a noticeable boost in productivity - proof that the right system can indeed transform a business! 

The system built was optmised for Mobile use

Revised RL Rattray system website mobile 3 views 1600 x 805 px

The Brief

RL Rattray is Perthshire’s trusted expert in plumbing and heating. Based in Scone, they’ve built a reputation for delivering a top-notch service, whether it’s a large or small project, RL Rattray ensures every job is handled with precision and care.  

From fixing household leaks to designing sophisticated heating systems, their team combines experience with innovation to keep homes and businesses running smoothly.

RL Rattray wanted to make the day-to-day running of their business much more efficient. They were using lots of spreadsheets to track work along with paper forms and constant WhatsApp messages to their team members during the working day.  

They approached Inspire with the goal of bringing all these processes online into a new centralised system that could be securely accessed anywhere, anytime. By taking this step, RL Rattray aimed to significantly reduce wasted time and resources, improving their overall efficiency and saving them money. 

 

Key requirements

Develop a bespoke web-based software application that would digitise their processes and automate data tracking and reporting to this end.

What we did

We kicked off the project by doing a deep dive into RL Rattray’s day-to-day operations. Our team spent valuable time understanding their existing paper-based and spreadsheet workflows to ensure we could translate - and elevate - these processes into a streamlined digital system.

Built with PHP and powered by Craft CMS, the new web-based platform delivers flexibility and accessibility. Responsive via any browser on desktop, tablet, or mobile, it empowers RL Rattray’s team to track jobs and manage tasks seamlessly, from the office or the field.  

No app downloads are needed, just a smooth, intuitive experience designed to save time and resources. 

Key features of the bespoke system

Engineers can view all jobs assigned to them so they know where to go each morning and exactly what is needed
Engineers can update after a job is completed with any notes and upload photo evidence
Engineers can submit annual leave requests
Engineers can fill out mandatory daily and weekly company vehicle checklists
Engineers can view the on-call rota
Admin staff can view all jobs assigned to all engineers and track their progress
Admin staff can assign new jobs to the engineers based on their current workload
Admin staff can set up new customers and new contracts, the latter being for bigger customers like local housing associations
Admin staff can approve engineer holiday requests
Admin staff can run regular reports at the touch of a button so they can track team and financial performance

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