Systems Simplified: A Multi-Angle Management Solution for PBS
Optimizing operations with automated billing, compliance auditing, and seamless work order management
Juggling properties, people, and processes only works when everything runs in sync.
For PBS Facility Service, one of the East Coast's top names in maintenance and facility management, growth wasn't the issue. But behind the scenes, disconnected tools and manual procedures were slowing the business down. With more clients and moving parts in play, even essential tasks became increasingly difficult to manage.
Dashline helped connect the dots – and build a more agile, aligned path ahead.
The Challenge: Juggling It All
Different teams, different tasks, different systems – PBS was managing a high-volume workforce without a unified way to track it all:
- Client communication handled separately from scheduling and service delivery
- Work orders scattered across multiple systems
- Billing and inspections split across standalone tools
- No real-time visibility into operations or performance metrics
- Payroll auditing for NYC’s prevailing wage compliance required complex, error-prone processes
It was time for one smart system that made everything work together – bringing clarity, control, and confidence across the business.
The Solution: A Full-Picture Framework
We approached this project from multiple angles – because, for a business like PBS, no single tool would ever be enough. They needed a system that could do more than keep up. It had to connect the dots across sales, work orders, inspections, billing, reporting, and compliance, making it all feel effortless.
So, that's what we built: a top-notch setup where every element fits into the bigger picture:
- CRM for sales and client communication – A tailored solution to keep every interaction clear, consistent, and trackable
- Work order management platform – One comprehensive tool to plan, assign, and track tasks across properties
- Facility inspection reporting system – Digital reports streamline inspections and provide instant visibility
- Automated billing system – Invoices go out faster, payments are tracked with ease, and manual errors are minimized
- Business intelligence dashboards – Real-time insights that help leadership make faster, smarter decisions
The Result: From Chaos to Control
Beyond the day-to-day ease – PBS gained sharper focus, faster execution, and precision across the board.
✅ Billing efficiency improved 5x, with dramatically faster processing times
✅ All work orders managed in one place – from planning to scheduling and logging
✅ Payroll compliance fully automated, with audit reports ready on demand
Strategic Power Tools: A Scalable Approach to Service Ops
What we built for PBS wasn’t a one-off – it’s a proven playbook we use to help high-volume service businesses manage complex operations, designed for long-term impact.
Facility management may look different on the surface, but the underlying needs are the same: clear workflows, connected systems, and complete visibility at every level. This approach informs how we support other organizations in maintenance, compliance-intensive services, and multi-team coordination.
Here's what we've seen work time and time again:
- Bridge the gaps: When your tools talk to each other, your team works smarter – not harder.
- Workflows on autopilot: Free up your staff to focus on making an impact, not on admin tasks.
- Insights, not noise: Real-time visibility means faster, smarter decisions.
- Seamless coordination: No more juggling software or losing track of progress.
- Built for more: Smart workflows create space for growth without adding complexity.
Further, Faster With Dashline
Growth shouldn't create chaos. Dashline takes the guesswork out of what's next.
Fewer systems to manage. More time to lead, plan, and deliver real results. Because running a high-volume operation starts with workflows built to support you – unlocking peak productivity and performance, not slowing you down.
