Summary

Coral Environmental is an indoor environmental consultancy with over 20 years’ experience, delivering services across the UK and Ireland. Their work spans a wide range of sectors, including Legionella management, water treatment, asbestos surveying and air quality assessments.

With a mobile workforce travelling extensively, Coral Environmental implemented WorkPal to reduce administrative workload, improve reporting and deliver a more professional, efficient service to clients.

Challenge

Coral Environmental faced significant operational challenges due to its reliance on manual, paper-based processes, particularly with a mobile workforce operating across the UK and Ireland.

“We were drowning in paperwork and a huge amount of time was being spent on administration, so much so that we needed to recruit another administrator. Our field workers travel the length and breadth of the UK and Ireland and could be away for up to two weeks before coming into the office to hand over paperwork. As a result, jobs were not being processed quickly enough, which meant invoices were not being sent out promptly. The reporting we could provide was limited, and job ownership, accountability and traceability were also issues of concern.”

Solution

WorkPal introduced a mobile, cloud-based workflow management system that transformed how Coral Environmental managed its field operations.

The system allows office staff to send job details directly to field workers through a mobile app. Engineers can then complete all required documentation on-site, including capturing images and recording job details in real time.

WorkPal enables our field teams to complete documentation on-site, capture images and record client signatures, all through the mobile app.

Once a job is complete, all information is instantly synced back to the office. This ensures that job data is immediately available for review, reporting and invoicing.

WorkPal also supports:

As a result, Coral Environmental now operates with a fully connected system that replaces manual processes and supports faster, more accurate workflows.

Results

Since implementing WorkPal, Coral Environmental has significantly improved efficiency across both its field and office operations.

Engineers no longer need to return to the office to submit paperwork. Instead, all job information is completed on-site and synced instantly, allowing the business to process work much faster.

As a result, invoices are now generated more quickly, improving cash flow and reducing pressure on administrative teams.

In addition, reporting has become more detailed, consistent and professional. Teams can now provide clients with clearer insights into work completed, supported by accurate data, images and documentation captured on-site.

WorkPal has also improved job ownership and accountability, giving management better oversight of field operations and ensuring full traceability across every job.

Furthermore, by reducing the administrative burden, the business has been able to avoid hiring additional office staff while continuing to scale operations.

“WorkPal has transformed how we operate. It has reduced our admin, improved our reporting and allowed us to deliver a much more professional service to our clients.”