MCG Services
Automating service dispatch and compliance workflows for a growing mechanical contracting firm.
The Challenge
MCG Services managed dispatch, compliance documentation, and job tracking across spreadsheets and phone calls. As their technician roster and service territory grew, the manual approach created bottlenecks — missed appointments, incomplete paperwork, and little real-time visibility into field operations.
What We Built
We built a custom automation platform tailored to mechanical contracting workflows:
- Dispatch tools that match technicians to jobs based on skill, location, and availability
- Digital compliance forms pre-filled with job and equipment data
- Automated follow-ups and client notifications at each stage of a job
- Live dashboards giving management visibility into field operations
The Outcome
Dispatch, paperwork, and client updates now run through one system instead of phone calls and spreadsheets. Compliance documentation is captured digitally, and management can see what's happening in the field as it happens.
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