How Yander Electric Replaced Manual Scheduling and Paper Job Logs with Connecteam

“It made our processes way easier than before. Less mistakes, less waste of time. Everything goes smoothly.”

Alejandra Cantu, Owner

Key Results

• Scheduling off email – daily crew dispatching moved from handwritten books and group emails into a structured digital workflow
• Job records that don’t fall through the cracks – digital service sheets replaced verbal callbacks, giving the office a real-time log of every completed job
• Billing backed by proof – photo documentation and signed service forms mean no more missed invoices or disputed work orders

The Challenge: Running 7 Trucks on a Handwritten Book

Coordinating a mobile crew across multiple service calls each day is hard enough. Doing it through email and a physical appointment book made it nearly impossible to keep up. The office had no reliable way to know where crews were, what they had completed, or whether a job had been billed.

1. All jobs were tracked in a handwritten book, and daily schedules were sent by email. When jobs ran long or crews moved between sites, the office had no visibility.
2. Because work orders weren’t logged in real time, the team sometimes missed charging clients entirely. Jobs done 2 days prior were forgotten before the invoice went out.
3. There was no standardized way for crews to confirm job completion, which forced the office team to call each electrician individually to track status throughout the day.

“Sometimes we missed charging the customer because we couldn’t remember that the crew had been working on that building two days before. That happened quite a bit.”

Alejandra Cantu, Owner

How Yander Electric Uses Connecteam to Manage a Mobile Field Team

The team adopted Connecteam to bring scheduling, job dispatching, time tracking, and field documentation into one place. Schedules go out the night before. Crews clock in at the job site. Service sheets are submitted digitally when the job is done.

1. Jobs are created in Connecteam with the PO number, job location, task description, and point of contact. Crews see the full job brief on their phones before they arrive.
2. Electricians fill out a digital service sheet at the end of each job, including photos of completed work and an optional client signature. The office receives it immediately.
3. The schedule is published each evening for the next day. Crews accept jobs on their phones, and the office can assign new work throughout the day as jobs close out.

“We enter the job in Connecteam, and then they can see it on their phone. When they finish, they fill out the service sheet and send it. Based on that service sheet, we do the billing to the customer.”

Alejandra Cantu, Owner

Results That Affect Yander Electric’s Bottom Line

Fewer Missed Jobs, Faster Billing

• Every completed job now has a digital record with timestamps, photos, and a signed form – giving the office what it needs to invoice without chasing the crew
• Missed billing, which happened regularly when jobs were tracked manually, is no longer a routine problem
• The office can see job status in real time without calling each electrician to ask if they’re done

Field Operations the Whole Team Can Follow

• Crews know their daily assignments the night before, including who they’re working with and what time they need to be on site
• The service sheet form includes a customer signature field and a fallback field for documenting how the client was notified if they weren’t on site
• Photo documentation protects the company in disputes over job site conditions or work quality

“It gives you a sense of professionalism. If they take pictures, that’s proof for us that everything was clean when we left.”

Alejandra Cantu, Owner

Before vs After Connecteam

Why Connecteam Was the Right Move

Yander Electric needed a platform that could keep up with a fast-moving field operation. Manual processes led to missed billing, no proof of work, and hours spent chasing status updates by phone. Connecteam replaced all of that with one structured workflow, from scheduling the night before to billing backed by signed, documented service sheets.