Eagle Eye Investigations Case Study: Custom Book Keeping System
We built a custom WordPress bookkeeping plugin for Eagle Eye Investigations & Security that replaced their QuickBooks workflow with a system made for the way they actually run their business.
Client
Eagle Eye Investigations and Security
Industry
Private Investigation and Security Services
Location
Terry, Mississippi
Services
Custom WordPress Application Development
About Eagle Eye Investigations & Security
Eagle Eye Investigations and Security (EEIS) is owned and operated by Jimmy Pace, a Mississippi native from Jackson. His team of trained, experienced, licensed investigators provides investigative, security and process service solutions across Mississippi for law firms, collection agencies, businesses and individuals.
Their services include skip tracing, background checks, surveillance, undercover operations, general and personal injury investigations, and armed and unarmed security. They specialize in process serving, including subpoenas, summons and all court orders, and also handle court filings, rush service and investigative support.
Every case gets accurate information, timely results and professional service, delivered with efficiency and discretion. EEIS is a Limited Liability Company that does not compromise on ethics, integrity or professionalism.
Goals to Achieve
EEIS was spending time and money it didn't need to: delivering invoices in person and mailing them meant fuel, wear and tear on vehicles, office supplies and hours of lost productivity.
A Custom Bookkeeping System as a WordPress Plugin
Build a custom booking and invoicing system on WordPress that streamlines their workflow and cuts the cost of invoicing (fuel, vehicle maintenance, supplies and labor) while making the whole process faster, easier and more organized.
What We Did
We started by learning exactly how EEIS handled its books, so we could find where to cut costs, work more efficiently and modernize the process.
Deep Research into Eagle Eye Investigations & Security
We reviewed how invoices were created, delivered, tracked and managed from start to finish. That review showed us the outdated steps that were adding expense and slowing down daily operations, and it shaped a digital solution focused on lowering costs, staying organized and working efficiently.
Custom WordPress Plugin Solution
We built a custom WordPress plugin that modernizes their bookkeeping and invoicing. With it, EEIS can:
- Accept invoice payments online
- Email professional PDF invoices straight to customers
- Manage customer information
- Track business expenses
Everything runs from one central place. Because it is built on WordPress, it works on a desktop, tablet or smartphone, so EEIS can run the business from the office, in the field or on the go.
How Cleverly Genius Can Help You
Cleverly Genius LLC designs custom WordPress plugins for small businesses. Instead of bending your business around generic software, we build tools around the way you already work.
Bookings, invoices, customer information, payments, forms, reporting and other everyday workflows can all live in one system. The result is less repetitive work, better organization, more time back in your day and lower operating costs.
Looking to optimize your company?