<img alt="" src="https://secure.agile-company-247.com/261995.png" style="display: none"> Healthcare Matters | Customer Case Study (2020) | Joblogic®
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The story in brief

Healthcare Matters is a family-run business based in Wrexham, delivering a comprehensive range of products and maintenance services to the healthcare sector. Built on a strong reputation for professionalism and reliability, the company has become a trusted partner to a wide spectrum of customers, including NHS trusts, healthcare professionals, nursing homes, hospitals, and members of the general public.

With an extensive product range and a commitment to high-quality service, Healthcare Matters plays a vital role in supporting the day-to-day operations of healthcare providers. From supplying essential equipment to ensuring it is properly maintained and fully operational, the business helps its customers deliver safe, effective care. Its hands-on, family-led approach has enabled it to build long-standing relationships across the sector, underpinned by responsive service and a deep understanding of customer needs.

Operating in a fast-paced and often critical environment, Healthcare Matters also provides responsive support, including services that help organisations meet strict compliance and operational standards. This dedication to reliability and continuous improvement has positioned the company as a dependable and forward-thinking provider within the healthcare industry.

01
Their Challenge

Healthcare Matters relied on paperwork to view customer history and manage day-to-day work. They needed a more efficient way to track tasks, keep records accessible, and support faster job handling as they grew.

02
How Joblogic helped

Joblogic provided a single system to manage quoting through to invoicing and payment, plus clear job history for each customer. The customer portal also gave clients instant job numbers and the ability to track progress online.

03
The outcome

Healthcare Matters moved away from paper-based processes and improved efficiency, alongside increased turnover, stronger customer retention, and quicker job completion times.


Why Kershaw Mechanical Services chose Joblogic

Vector
Modernise their outdated system

Modernise their outdated system with real-time job tracking. 

Vector (1)
Automate

Automate invoicing and customer communication. 

Vector (2)
Reduce the administrative workload

Reduce the administrative workload and free up resources for core service delivery. 

Vector (8)
The decision was driven by the desire

The decision was driven by the desire to improve efficiency, cut costs, and better manage the increasing volume of jobs as the business expanded. 

Challenge & Opportunity

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Challenge

Paper-based records were slowing down everyday processes, making it harder for Healthcare Matters to access customer histories, manage tasks, and keep jobs moving efficiently.

Heavy reliance on paper records made customer and job histories difficult to access.

Managing work across quoting, invoicing, and payment involved unnecessary manual administration.

Engineers and office staff needed faster access to accurate job information.

Customers had limited visibility of job progress and service updates.

The business needed a more efficient way to support growth without increasing administrative workload.

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Opportunity

A field service management system would give the team clearer oversight from quote to payment, while helping customers track progress and receive a faster, more transparent service.

Store customer, job, and service records digitally in one place.

Manage the entire quote-to-cash process through a single system.

Give engineers and office teams access to live, up-to-date information.

Allow customers to track jobs and service activity through the customer portal.

Improve operational efficiency while supporting continued business growth.

The project timeline

An overview of the four essential phases guiding the project from initial discovery to final delivery.

STEP

1

Vector (9)
Discovery & Validation of Business Needs

Conducted in-depth workshops with key stakeholders to understand challenges, map current workflows, and validate the most critical needs for change.

STEP

2

Vector (10)
Solution Design & MVP Definition

Outlined the core MVP features—intelligent scheduling, mobile engineer app, invoicing, and reporting—aligned to business priorities.

STEP

3

Vector (11)
Pilot Testing & Feedback

Launched a pilot with selected engineers to validate usability, collect feedback, and refine the system before wider deployment.

STEP

4

Vector (12)
Full Implementation & Training

Rolled out Joblogic across departments with structured onboarding and tailored training for engineers, administrators, and managers.

STEP

5

Vector (13)
Optimization & Improvement

Introduced advanced reporting and a customer portal while providing ongoing support and enhancements to drive long-term value.

Our Approach

A structured process that ensured the right solution, smooth adoption, and long-term impact for the client.

Vector (6)
Plan & Design

Review processes and align technology to client needs

Vector (7)
Implement & Adopt

Pilot, train, and roll out across the organization

Vector (8)
Support & Improve

Ongoing updates, feedback, and long-term growth

Healthcare Matters-1
Adam Spiby
Sales Director
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Achieve together_3
Healthcare Matters-1
Adam Spiby

Sales Director

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The Joblogic features M&E Maintenance uses most

Vector (3)

Invoicing

Previously it's taken M&E Maintenance up to 4 to 6 weeks to finalise invoices following the completion of a job. Now that process is reduced to within a day or week depending on the type of work they have. This has greatly improved the businesses' cash flow and has freed up more resources daily.

Vector (4)

Job Scheduling

With powerful planning features available including the ability to create full site asset registers and weekly planning reports for schedulers and customers, M&E Maintenance can now ensure that no task is missed during the day, week or month.

Vector (5)

Mobile Engineer App

With a responsive mobile app that works offline on smartphones or tablets, M&E’s field engineers can be up to speed with all aspects of a job ahead of their site visit. They can easily receive equipment information, a full site history and industry-standard service sheets in real-time.