Case Study: Tagmax streamlines multi-site quoting and job management with Workhorse Order Management

Tagmax cuts manual keying and speeds multi-site quoting with Workhorse

Tagmax, a UK-based provider of security tagging, CCTV, and access control services, faced a challenge with fragmented and manual processes. Their sales, quoting, and job management systems were disjointed, leading to inefficiencies and a lack of oversight. They approached vendor Workhorse to find a solution that could integrate their unique operations, having found other software options incomplete for their needs.

Workhorse implemented its Order Management system, which was tailored to Tagmax's specific processes. The solution centralized data, integrated with Xero, and provided features like a multi-site product catalogue and automated job sheets. This eliminated manual re-keying of data, reduced pricing errors, and provided full visibility into the sales pipeline and job statuses. The measurable impact was a significant daily time savings for the sales and admin teams and the ability to provide clients with transparent installation plans.

Tagmax