Summary

Established in 2015, specialist, Excel Duct Cleaning was looking to introduce a workflow system to manage ventilation cleaning, Fire Damper Survey and Asset Management. Excel Duct Cleaning work closely with commercial companies, ensuring the testing and cleaning of all ventilation, extraction and Fire Dampers, carried out by a highly skilled team of engineers.

Challenge

“Before WorkPal’s HVAC management software was introduced to the business, we relied solely on paper-based reports and forms, which were collated manually before being sent to customers. The company found this process to be extremely time-consuming and a drain on resources that were needed in other areas of the business. The administration time to complete this task was astronomical, to the point a member of the team had to be pulled out of the field to work on these full time.”

This led to:

  • Delayed reports to customers
  • Reduced time spent on revenue-generating work
  • Lower overall productivity

Solution

Excel Duct Cleaning implemented WorkPal to digitise workflows and introduce structured asset management.

“Having the ability to store a database of assets such as fire dampers, and have a complete service history, has made a massive difference.”

Using WorkPal, the team can:

“Previously each asset had to be manually written out, which cost us time on the job.”

WorkPal also supports quoting and invoicing within one system. Excel Duct Cleaning is now improving its financial and business management processes by quoting directly to customers and using automated invoicing, with all information stored in one place.

Results

WorkPal has delivered measurable improvements across the business.

“We have seen a huge increase in both personnel and job productivity.”

Key outcomes include:

  • Significant reduction in admin time
  • Faster report creation — from weeks to minutes
  • Improved tracking of job progress
  • Better visibility of assets and service history

In addition, reporting and business insight have improved:

“We are able to have reports built to consolidate asset forms, manage profit and loss and track our growth as we scale the business.”

This has given management clearer visibility of performance and supports better decision‑making as the business expands.

“The huge reduction in admin time seen from implementing WorkPal will aid us in business growth – not to mention a more streamlined workflow system, creating a better work/life balance for our employees.”

Would You Recommend WorkPal’s Workflow System?

“We as a business would definitely recommend WorkPal. The system is fantastic and the benefit to us has been endless. Implementing WorkPal has saved us from hiring a full-time administrator which would have cost us £25k + per annum. We will see increasingly more benefits of the system as we continue to grow due to its scalable nature. Additionally, the implementation, support and development teams at WorkPal have been fantastic in their approach to getting our system right. We knew what we wanted and they took the time to learn about our business and guided us through the process to get to the stage we are now at. Overall, a brilliant service.”