PBS Supplies Case Study

Project Overview

PBS Supplies delivers building materials directly to construction sites where accuracy and timing are critical. Their operations depended heavily on handwritten paperwork and verbal coordination between office staff, warehouse workers, and drivers. The goal was to implement a system that could standardize pricing, digitize delivery workflows, and provide real-time operational visibility.

Challenge

Many core workflows were manual. Delivery tickets and purchase orders were handwritten, making information difficult to track and easy to misinterpret. Office staff had to call the warehouse to check delivery schedules or order readiness, slowing response times to customers.

Pricing also varied depending on who entered the order, as different customer tiers were not consistently applied. On job sites, materials often required explanation on where to unload, leading to confusion between drivers and site crews and increasing delays during deliveries.

As order volume grew, these manual processes created operational bottlenecks and made scaling difficult.

Solution

We implemented a solution aligned with PBS Supplies’ operational workflows:

Automated Tiered Pricing:
Customer pricing tiers were standardized and applied automatically, ensuring consistent pricing regardless of who processed the order.

Digital Orders & Purchasing:
Replaced handwritten delivery tickets and purchase orders with structured digital documents accessible across teams.

Delivery Scheduling Visibility:
Enabled office staff to check delivery readiness and schedules in real time without calling the warehouse.

Job-Site Delivery Documentation:
Generated clear site delivery sheets showing exactly where materials should be unloaded, improving coordination between drivers and site crews.

Results

The team no longer relied on phone calls or handwritten paperwork to manage daily operations. Orders were processed consistently, delivery schedules were visible instantly, and drivers arrived with clear instructions. Staff spent less time coordinating internally and more time serving customers.

Impact

PBS Supplies established a predictable operational workflow from order entry to job-site delivery. With standardized pricing, clear documentation, and shared visibility, the business could handle increasing volume while maintaining accuracy and service reliability.

‍