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Case study

BDV Recovery goes live on smart forms in four weeks

  • Highways
  • Formulate

Overview

A 24/7 vehicle recovery specialist replaced paper incident logs, workshop reports and training checklists with Formulate smart forms, with the whole team live in four weeks.

BDV Recovery is a 24/7 vehicle recovery and roadside assistance specialist working across the highways and maintenance sector. They provide recovery for various vehicle types, plant transportation and training services.

The challenge

Paper-based documentation created several bottlenecks:

  • Heavy reliance on manually filled incident logs, workshop reports and training checklists
  • Physical paperwork frequently lost or delayed, disrupting compliance and invoicing
  • No real-time visibility of job progress, training records or vehicle handovers across admin and operations

What we did

Triangle implemented Formulate, an intelligent smart forms platform that uses adaptive logic to present only the relevant questions based on each answer. Key applications included:

  • Incident and recovery reports with automatic job-type detection and photo/GPS capture
  • Vehicle checklists that vary by vehicle type and DVSA requirements
  • Workshop job cards with contextual part catalogues and service protocols
  • Training documentation with auto-populated renewal data
  • Customer sign-offs with embedded digital signatures and automated routing

The results

  • Live in four weeks, from start to go-live
  • Admin staff gained dashboard access to monitor submissions and export data
  • All BDV operatives trained on the mobile app
  • Immediate adoption, thanks to workflows designed for field conditions

Insights

Notes from the field

View more insights

Winter is starting earlier. Is your winter services operation ready?

The businesses that get caught out by winter usually aren’t the ones without a plan, they’re the ones whose plan was built for the winter that used to happen rather than the one that’s actually coming, and that gap tends to open up faster than most people expect.

Health and safety compliance in the field

When did you last ask yourself how confident you really are that every safety check your field teams ran last week actually happened? For most businesses managing mobile workforces, that question lands uncomfortably.

Why field operations teams struggle to trust their own data

Every operations director knows the feeling, because it tends to arrive at the same time every week, usually just as the weekend’s jobs have landed and the Monday morning report is sitting open on screen, and something about the numbers simply doesn’t sit right.

Trusted by businesses across the UK

Triangle Software has been a game changer for us. What used to take days chasing paperwork now takes minutes, and we have complete visibility across all projects.

Operations Manager, Hi-Way Services Ltd
  • Hi-Way Services
  • L&R Roadlines
  • Eurovia
  • Ministry of Defence
  • Nationwide Transport Breakdown Services
  • Wilson & Scott
  • WJ
  • Diamond Electronics
  • BDV Recovery
  • Pro Landscapes
  • Giti
  • Torex