Case Study: Pro-Tect streamlines job scheduling and paperless invoicing with Magnetize

Pro-Tect - Customer Case Study

ProTect, a traffic management business, faced significant operational challenges as it grew rapidly. The company was struggling with inefficient, non-integrated systems like whiteboards and spreadsheets for job scheduling, leading to communication errors, wasted resources, and delayed invoicing due to paper-based timesheets. Owner Lauren Sherwin needed a simple, effective solution to manage her mobile workforce and complex scheduling, which led her to the vendor, Magnetize, and their job management software.

Magnetize provided an integrated system that centralized all operations, from job scheduling and equipment tracking to digital forms and mobile timesheet entry. The solution fully integrated with ProTect's existing accounting software, Xero, enabling instant, paperless invoicing. The implementation by Magnetize resulted in complete operational visibility, eliminated paperwork, and drastically improved communication across the business. This transformation allowed the owner to work on the business rather than in it, saving time and increasing efficiency for the entire team.

Pro-Tect

Lauren Sherwin

Managing Director / Owner