Case Study: Custom Air Products & Services, Inc. achieves paperless manufacturing sign‑offs and faster test reporting with Microsoft Power Apps

Custom Air Products & Services manages HVAC manufacturing process using the Power Platform

Custom Air Products & Services, Inc. (CAPS) is a Houston‑based HVAC manufacturer with 200+ employees that needed an affordable, customizable way to track each custom unit through its “cradle‑to‑crate” manufacturing process. With limited IT budget and a paper‑based “traveler” system that caused lost documents, rework, and no formal approvals or retention, CAPS turned to Microsoft Power Apps and the broader Power Platform (Power Automate, Power BI, SharePoint) to digitize sign‑offs, quality checks, quotes, and other workflows.

Using Microsoft Power Apps, CAPS data analyst Rebecca Sackett built the “CAPS Traveler” main app plus 10+ companion sign‑off apps (part of 45+ Power Platform apps in use) that read/write to SharePoint and trigger Power Automate flows to generate PDF test reports within minutes of testing. The Microsoft Power Apps solution eliminated paper travelers, consolidated disparate systems, replaced multiple third‑party tools, improved data visibility for QC and scheduling, and empowered staff to perform checks on tablets — delivering measurable benefits including 45+ deployed apps, automated report generation in minutes, and organization‑wide adoption since production launch in December 2018.

Custom Air Products & Services, Inc.

Taylor Norris

Chief Executive Officer