endorsedOngoing

Mobile PO App and Admin Portal for HVAC Installer

Services Covered:

Mobile Application Development • UI/UX Design • Website Development

Industry

Information Technology

Duration

27 months

Budget

50K - 199K

Start Date

1 May 2024

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

82/100

Strong

Project Capability Score (PCS) estimates how capable Rootquotient is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

CMJ Sheet Metal Ltd.

Burnaby, Canada

Project Summary

Rootquotient developed and designed a mobile app and accompanying web portal for an HVAC installer to replace paper purchase-order books. The solution generates unique PO numbers accessible from employees' phones and surfaces POs to admins via a web portal. The delivered product is stable, has been well received by employees and the controller, and the vendor maintained clear communication and stayed within budget.

Key Challenges

Replace paper purchase-order books with a digital PO system
Prevent fabricated PO numbers and mismatched invoices
Reduce time spent tracking down invoices and associating them to projects
Provide unique PO generation accessible from mobile devices and a web portal

Project Deliverables

Mobile app (iOS and Android)
Web admin portal for viewing and approving purchase orders
Unique purchase order number generation system
UI/UX design and prototypes (Figma)
Database hosted on AWS

Project Solution

Rootquotient designed and built a cross-platform mobile app and a web admin portal that enable field employees to create purchase orders and provide suppliers with a unique PO number. They performed the UI/UX design, implemented the app and portal (using a Ruby on Rails–based approach to distribute to iOS and Android), and hosted the backend on Amazon. The team followed the client's specification, provided proposals for timeline and cost, and delivered iterative drops while collaborating via Microsoft Teams and Figma.

Project Outcome

Controller reports reduced administrative headaches
Employees can create and review purchase orders on mobile devices
Stable release with only minor nonfunctional bugs found pre-release
Project delivered on budget with timely communication

Platforms

Mobile
Web

Tech Stack

Ruby on Rails
iOS
Android
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Rootquotient has delivered a stable solution that the client's employees enjoy. The team is knowledgeable and provides improved solutions to the client's original idea. Rootquotient delivers timely items and has stayed within budget during the engagement. Their regular communication is noteworthy.”
Bruce Bernard
President
Date: 01/10/2025