How Rochester Midland Corporation Saved 350 Hours in Six Months

Every day, Rochester Midland Corporation's engineers were spending 2.5 hours on paperwork that could have been spent on the job.

By switching to Klipboard's job management software, they cut that admin time dramatically and gave their office team the real-time visibility they'd been missing.

Paper Forms, Manual Typing, and a Growing Backlog

For years, engineers completed compliance reports, health and safety checklists, and legionella risk assessments on paper forms in the field.

Once a job was done, each engineer brought their paperwork back to the office, where it had to be manually typed up into Word documents before it could be sent to clients. That process was costing the business 2.5 hours every day.

They needed to:

• Replace paper forms with digital versions that could be completed and submitted on-site
• Streamline job scheduling and allocation to field engineers
• Give office managers real-time visibility of jobs in progress
• Speed up the time it took to get compliance reports to clients

Compliance Reports Completed in the Field, Not the Office

The biggest change was in how compliance documentation was handled. Using the form builder, Rochester Midland created custom digital forms tailored to the water treatment sector. This includes health and safety checklists and legionella risk assessments.

Engineers complete these on-site using their phone. Mandatory fields, image capture, and client signatures are built into the job management app to ensure nothing gets missed. Once a job is done, the completed report goes straight to the client, no office admin, no delays.

Six Months to Transform Their Operation

In the first six months alone, the impact across both the field team and the office was clear:

• 2.5 hours of daily admin eliminated by moving reporting to the field with 350 total hours saved
• Compliance documentation completed on-site and sent to clients automatically
• Office managers have real-time visibility of all jobs as they progress
• Engineers arrive on site with everything they need, with no paper forms to manage