L&R Roadlines |  End to End Operations

Overview

L&R Roadlines partnered with Triangle Software to design and implement a bespoke business management system to upgrade their Oria platform and a number of manual, paper-based processes. The new system was built to streamline operations end-to-end, from quotation and job scheduling through to mobile data capture, automated rate matching, and customer invoicing.

L&R Roadlines were drowning in paperwork and outdated systems. Their ageing Oria platform couldn’t keep pace with business demands, forcing crews to rely on manual processes that were:

• Slow and error-prone: Paper-based DRSs, manual rate matching, and duplicated data entry across disconnected systems
• Costly: Time-consuming invoicing processes delayed cash flow and tied up administrative resources
• Risky: Health & safety checks on paper created compliance gaps
• No Visibility: Limited ability to track job profitability, crew performance, or operational efficiency in real-time

The business needed to streamline operations end-to-end, from quotation and job scheduling through to mobile data capture, automated rate matching, and customer invoicing.

The Challenge

L&R Roadlines relied on a combination of an ageing core system and manual paperwork to manage contracts, DRS’s, job scheduling, and invoicing. This approach created several challenges:

• Disconnected systems and duplicated data entry.
  
• Paper-based DRSs and health & safety checks completed by crews.
  
• Manual matching of completed work to contract schedules of rates.
  
• Time-consuming and error-prone invoicing processes.
  
• Limited ability to interrogate operational and financial data.
  

L&R required a modern, fully integrated solution that could support both office staff and mobile teams while improving accuracy, visibility, and efficiency.

The Solution

Triangle Software designed and proposed a fully integrated, bespoke system tailored specifically to L&R Roadlines’ operational requirements.

The system consolidated multiple internal processes into a single solution covering the full job lifecycle.

Key capabilities include:

Contract & Quotation Management
Centralised management of contracts and quotations, ensuring consistent pricing and terms across all jobs.

Site Surveys to Quotes,  Job Creation & Scheduling
Seamless transition from quotations through to job creation and scheduling, providing clear visibility of upcoming and completed work.

Mobile Applications for Field Staff

Mobile apps enable crews on the road to:

• Receive Works Instructions, including Bill of Quantity items, which just need quantities, reducing the need for items to be added
• Complete Daily Record Sheets (DRSs), including measures, material batch numbers and bonus calculations
• Record site conditions and material temperatures
• Perform mandatory health and safety checks
• Capture job data in real time, eliminating paper-based processes
• Record any additional work done
• Receive Client sign off and also Client Disclaimers
  

Automated Schedule of Rates and Additional Works
Once DRSs are submitted, completed work lines are automatically matched against the relevant contract schedules of rates, removing manual intervention and reducing errors.  In addition to this, any extra work done onsite can be priced at this stage and added to the Invoice.

Invoicing
The system supports multiple invoice formats to meet varying customer requirements, enabling faster and more accurate billing.  Invoices can be raised by Contract, Site or Order

Advanced Data Interrogation & Reporting
Users can filter, sort, and interrogate data across the system by:

• Contract
• Client
• Location
• Staff member
• Work type
• Carbon reporting is included as well

This provides L&R with significantly improved operational insight and reporting capabilities.