IMtech

Service

Documents and reports

We automate the documents in your process: spreadsheets, PDFs and labels the system builds from its data and emails on a schedule; documents and correspondence attached to a request; documents to sign and staff records.

Animation: data from orders, requests and shifts flies into a generator, documents come out one by one and stack up, and on schedule the stack is sealed in an envelope and flies off — the mailing.

When you need it

Situations that bring people to us for this service.

  • Documents are put together by hand

    Spreadsheets for the kitchen, warehouse or delivery are compiled from chats and tables every week.

  • Documents are scattered across email

    Finding the right file for an order means going through correspondence.

  • Documents to sign go missing

    Who received what and whether they signed is chased separately.

  • Reports take up evenings

    The data is in the system, but the report is still compiled by hand.

What's included

  1. Document analysis

    Which documents are needed, for whom, from which data and when.

  2. Documents from system data

    Excel spreadsheets, PDFs and labels are built from orders, requests and shifts — without manual compiling.

  3. On a schedule and by email

    The system produces documents at the right time and sends them to the right people.

  4. Documents in the card

    Attached documents, PDFs and emails live in the request card next to its statuses.

  5. Documents to sign

    Staff receive documents to sign in the app, and staff records are kept in the back office.

  6. Reports

    A PDF report with selectable columns and totals.

  7. Permissions and log

    Who sees and changes documents depends on their role; actions leave a record.

What you get

  • A list of documents and the data they are built from
  • Document templates to your requirements
  • Automatic generation and sending
  • Documents in request or staff cards
  • Code and documentation that are open to you

The project path

From the first conversation to daily use

Every step ends with a decision: go on or stop. We don't start the next one until the previous one has given its answer.

  1. 01

    Getting to know the task

    You describe the process and what gets in the way. We reply by email with questions and arrange a call.

  2. 02

    Discovery

    We study the process with the people who work in it and write down what the system must change and how we will check it.

  3. 03

    Prototype

    We build a working prototype of the key scenario to test the idea on real data rather than on polished screens.

  4. 04

    Pilot

    We run the system in your real environment with agreed outcome criteria and a deadline. After the pilot we decide together whether to go further.

  5. 05

    Launch and growth

    We bring it to daily use: reliability, access rights, links to other software, documentation, support. Then we develop it based on user feedback.

Systems where we have already done this kind of work.

Technology in these case studies

  • Strapi
  • PostgreSQL
  • Next.js
  • LiqPay
  • Puppeteer
  • REST API
  • JWT
  • Excel
  • PDF
  • Expo
  • React Native

Questions about this service

What data are the documents built from?

From what is already in the system: orders, requests, shifts. So nothing has to be copied across by hand.

Can the document layout be changed?

Yes, we build the document template to your requirements: which fields, in what order, for whom.

Do you support electronic signatures?

Documents for staff to sign are part of the prototype system for restaurants and hotels. Whether you need a qualified electronic signature, and which one, we decide for the task.

Have a project with no ready-made solution?

Describe it in a few sentences: how things work today and what gets in the way. We reply by email with questions on the next business day.

Get in touch