Invoice Digitization & App Setup
A local service business was running on paper invoices and clipboards. We modernized the whole workflow — digital invoices, the right app for their team, full iPad setup, and hands-on training so they could run it themselves from day one.
The problem
Davis Escort Services was running entirely on paper invoices and clipboards — no digital record of jobs, payments, or history, and no clear system for the team to follow.
The approach
We picked the right off-the-shelf app for their workflow instead of overbuilding custom software, set up iPads for the whole team, digitized their invoice format, and ran hands-on training so every step was clear before we left.
The result
The team now runs digital invoices day-to-day with no paper trail to lose, and can operate the system themselves without ongoing hand-holding.
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From Paper Invoices to a Tidy iPad WorkflowWhat it actually looked like to move a local service business off clipboards and onto a digital invoicing system they could run themselves — no custom software required.