Business owner manually handles all data entry, scheduling, and decisions because he cannot trust workers with customer data after an employee stole 30% of customers.

Workarounds Described

• owner does 1-2 hours manual data entry nightly
• owner personally handles all scheduling, complaints, inventory
• no service reminders; customers call only when something breaks
• owner acts as only system the business has

Implied Software Gaps

• Field service CRM with automated data entry from techs (limited access)
• Permission-based system that limits customer data visibility for field workers
• Automated proactive service reminders to customers

TrustShield CRM

A field service CRM with granular permission controls that prevents workers from exporting or copying customer contact info. Role-based access lets technicians log jobs without seeing full customer details, and all actions are audited. The owner gets a dashboard for scheduling and inventory while keeping data secure.