Custom business applications for the work a spreadsheet can no longer hold.

Castlane builds custom business applications on Microsoft Power Platform: operational systems for growing businesses where spreadsheets have started to limit delivery, visibility or control. Three problems come up most, and each has proof behind it.

Jobs, costing and invoicing · Recruitment and onboarding · Client billing and portals · Pay runs, rotas, approvals, reporting

A messy six-tab job tracker beside the clean application that replaced it
The tracker and what replaced it. Demonstration build, sample data.

1 · Demonstration build, sample data

Jobs, costing and invoicing

The problem. Jobs live in a tracker. Hours live in another one. Invoicing happens when someone remembers. Nobody can say what a job cost until the accountant works it out months later, and some jobs are never invoiced at all.

What gets built. One record per job with the client, the site, the stage and the people on it. Hours and cost captured per person per job. A quote that becomes a job that becomes an invoice, with the automation chasing what is late and a margin report by client, job type and engineer.

Proof. The Halden Electrical demonstration build: on day one it surfaced 43 completed jobs never invoiced and £132,742 unbilled. See the job system · Power Apps

A job record in a model-driven Power App showing the client, site, stage and crew
The job record. Demonstration build, sample data.

2 · Anonymised client work

Recruitment and onboarding

The problem. Applicants arrive by email and form. Someone copies them into a sheet. Documents, checks and references are chased by hand, and the people who could start next week are the ones whose paperwork got lost.

What gets built. One record per candidate from first contact to first shift. Stages with the documents each one needs, automated chasing for what is missing, and a view of who is ready to start. The same record becomes the staff record, so nothing is typed twice.

Proof. An application for a London tuition group that took the tutor base from 300 to 1,000, with acquisition up 130% in six months. Track record · Power Automate

300 to 1,000

Tutors onboarded, checked and ready to work, before and after the recruitment application.

Counted from the tutor records in the system, not from registrations. Anonymised; the business is not named.

3 · Anonymised client work

Client billing and portals

The problem. Clients ask what they owe, what they have paid and what is booked, and someone in the office looks it up and emails back. Invoices are built from a sheet that does not quite match the bookings. The month-end takes a week.

What gets built. A CRM that holds the client, the bookings and the charges in one place, an invoicing run that comes from the bookings rather than a re-keyed sheet, and where it earns it, a portal on Power Pages where clients log in to see their balance, their bookings and their invoices.

Proof. The industry’s standard platform for a London tuition group replaced with a Power Apps CRM on Dataverse and a billing-enabled client portal on Power Pages, used by eight staff for several hundred clients and tutors. Track record · Power Platform

An automated invoicing summary email
The invoicing summary that goes out each morning. Demonstration build, sample data.

Built alongside, or on their own

  • Pay runs and payroll reporting. Hours from the system to the pay file without a re-keyed sheet. Flows running daily, weekly and monthly payroll reporting and payment order cycles are part of the anonymised track record.
  • Rotas and scheduling. Who is where, with the gaps visible before the day rather than on it.
  • Approvals and reminders. Quotes, expenses, holiday, new starters: the request goes to the right person and the answer is recorded.
  • Management reporting. Margin, utilisation, debtors and cash, in Power BI from the data the office already enters. This is the part a management accountant builds differently.

A system gets its own page here once a real job gives it a case study. Until then, these are quoted as part of a build or on their own after the call.

How a build works →

A Power BI margin report by client, job type and engineer
Margin by client, job type and engineer. Demonstration build, sample data.

Got a spreadsheet running something it shouldn’t?

Tell me what it does and what breaks when it fails. If I can help, I will say how. If you would be better off leaving it alone, I will tell you that too.

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