A complete record of every customer's IT
An IT support company's record of every customer's equipment, plus automatic checking of monthly supplier bills against what customers are invoiced.
- 8 yearsand counting
- Every monthsupplier bills checked line by line
The client
An IT support company looking after the computers, networks and phone systems of small and medium-sized businesses.
The challenge
Keeping track of every customer's equipment took time, and checking each month's supplier bills against customer invoices was slow, manual work.
What we built
A web system that records each customer's IT estate in detail:
- Computers, drives, servers, network switches, Wi-Fi and broadband
- Comms cabinets, with layouts and photos
- CCTV, phone systems and software licences
- Securely stored passwords, two-factor sign-in and per-user permissions
- Saved searches and reports, exported to Excel or PDF
Checking the bills automatically
Each month, the system reads statements from the company's suppliers and checks every line against the invoices set up for its customers in Xero. Anything that doesn't match is listed customer by customer, so nothing is under-billed or forgotten.
Technical details
ASP.NET MVC with Entity Framework and SQL Server, around 45 tables and over 120 database migrations since 2018.
Xero is connected over OAuth 2. Each supplier has its own statement reader for its Excel or PDF format, feeding a common reconciliation engine.
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