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Parley Consulting
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Site welfare hire · Part of Davro Group

Davlav

1 formReplaced a PDF, a spreadsheet and two rounds of re-typing.

The problem

New customers filled in a PDF. The office re-typed it into Excel, then again into the CRM. Sales and operations each had their own picture of the business, and drivers were routed by hand.

What we built

  • A connected online onboarding flow that replaced the PDF.
  • A live operations dashboard, now running in the office.
  • A sales dashboard.
  • A driver routing system for the service fleet.
  • Connections into the hire and invoicing system (Point of Rental Syrinx).

The result

1 form

Replaced a PDF, a spreadsheet and two rounds of re-typing.

Live

Operations dashboard on the office wall.

4 systems

Built in one long-term partnership.

Tools used

  • Point of Rental Syrinx
  • CRM
  • Custom dashboards
  • Routing
“Billie has marketed our brands for years, but what changed the business was when he started fixing how we work behind the scenes. Onboarding, dashboards, routing – he understands the operation as well as the marketing, and builds things our team actually uses.”
– Ian Cole, Commercial Director, Davro Group

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