Ergro Technical Services Limited

75% Faster Reporting and Stronger Bids with Joblogic

“Monthly reports used to take hours. Now they’re done in 30 minutes and sent straight to the client. That would never have happened with our old system.”- Paul Martin, Managing Director of Operations at Ergro

Ergro is a London-based building services and M&E specialist, delivering mechanical, electrical, climate control, and hard FM solutions across the commercial, education, healthcare, and high-end residential sectors.

Founded in 1991, the company provides full-service engineering, including design, installation, maintenance, compliance, and refurbishment. Ergro is known for its sustainability focus, technical precision, and commitment to delivering high-quality service on every project.

From rooftop lightning protection to basement boilers, Ergro manages every part of the built environment. Its reputation for long-term client partnerships and operational excellence has made it a trusted name across Greater London and the South East.

Why did they choose Joblogic?

As Ergro began competing for larger contracts, one persistent challenge stood out: a lack of job visibility. Clients were asking for real-time updates, engineer tracking, and instant access to progress reports. Their legacy CAFM system could not provide the transparency required, and it started to cost them valuable opportunities.

“We lost three significant bids because we couldn’t offer the visibility clients expected,” says Paul Martin, Director of Operations. “The service was there, but we didn’t have the digital tools to support it.”

To scale effectively and meet rising client expectations, Ergro identified four key priorities for a new CAFM system:

• A real-time client portal to reduce email volume and improve communication
• Automated reporting, invoicing, and compliance workflows
• Integration with Power BI for advanced data visualisation
• A flexible, cloud-based system accessible from anywhere

Bid presentations soon became the tipping point. “When we discussed our CAFM setup, we could tell it didn’t instil confidence,” Paul explains. “With Joblogic, the response was different. Clients recognised the name and focused on the quality of our service.”

After reviewing several options, Ergro selected Joblogic for its trusted reputation, intuitive client interface, and ability to support long-term growth.

What are the biggest improvements they’ve seen?

Since adopting Joblogic, Ergro has made major strides in efficiency, compliance, and customer communication.

• Monthly reports now take just 30 minutes, reduced from over two hours. This represents a 75% time saving. Power BI integrations pull live data directly from Joblogic, enabling automatic summaries of PPMs, reactive jobs and quotes to be shared with clients.
• REFCOM audits are faster and easier. What was once a stressful process now takes under 20 minutes, with all documentation and service records stored digitally and ready to access. “As soon as they saw we used Joblogic, the audit moved straight on,” says Paul.
• Automation has freed up valuable time. From invoicing to reporting, routine admin is now handled in the background. This reduces pressure on the support team and helps engineers stay focused in the field.
• Client emails have dropped significantly as customers now check updates and documents through the Joblogic portal instead of contacting the office directly.
• The system has also strengthened their position in bids. “Its industry recognised,” Paul explains. “Clients know the name, and it gives us instant credibility.”

What are their most-used features?

Ergro has embedded several Joblogic features into its daily operations, helping both engineers and office staff stay aligned, efficient, and focused on high-value work.

• Client Portal: The portal is now central to Ergro’s customer experience. Clients can log in to view live job updates, track progress, and download compliance documentation without needing to chase the team. This has significantly reduced inbound calls and emails while improving service transparency.
• Power BI Integration: Joblogic feeds real-time data into Ergro’s Power BI dashboards, enabling contract managers to generate detailed monthly reports in minutes. These insights help both internal teams and clients stay informed on KPIs, quote volumes, and overall performance.
• Cloud-Based Access: Engineers can access job details, upload records, and manage tasks from anywhere using Joblogic’s cloud-based platform. This flexibility is particularly valuable for engineers working on foot in central London who need reliable access on the go.
• Automated Workflows: Automated processes now handle key tasks such as reporting, invoicing, and job status updates. By removing repetitive admin, Joblogic has helped Ergro free up time for higher-impact work across the business.