Locked Video: Customer 'Work Request' form with instant quote & eSign which eliminates manual proposal writing and duplicate data entry

Locked Video: Automated Proposals with email and eSign in ClickUp

Locked Video: Invoicing and Payments Automation in ClickUp and Quickbooks Online

Video Short: Schedule field work in ClickUp

Video Short: Use ClickUp forms to create tasks

Video Short: Reschedule work in the ClickUp list view

Video Short: Schedule field work in Esri ArcGIS Online

Video Short: Create and update invoices in Esri ArcGIS Online

Eichcorp OWA

Eichcorp's operations workflow automation platform "Eichcorp OWA" streamlines operations for small and medium-sized businesses.

Eichcorp OWA is the foundation for industry specific platforms including Eichcorp OWA for Septic.

Eichcorp OWA streamlines operations management for businesses executing work in the field. Eichcorp OWA reduces operational costs by automating workflows and integrating core business systems, thus improving execution in these areas:

• Project Coordination & Team Management
• Operations managers and field crews see the same project details, maps, and schedules
• Automatic updates flow between field work and office systems
• No more phone tag or "checking on status" calls
• Client Acquisition & Communication
• Automated project setup from initial client contact
• Real-time project updates shared with clients automatically
• Professional communication that builds trust and repeat business
• Billing & Payment Solutions
• Invoices generate automatically as work progresses
• Faster payment cycles improve cash flow



Eichcorp OWA can be tailored to businesses in any industry, helping achieve measurable cost savings through more efficient and consistent execution of core operations.

Administrative overhead seems small. Is it really?

An engineer designing residential septic can design hundreds of systems a year. A firm running site evaluations can execute thousands. At that volume, a few minutes of admin per project is weeks of someone's year.

Without Eichcorp OWA

• Manually typing proposals in Google Docs or Microsoft 365
• Asking customers to sign proposals manually, and to figure out how to return them to you
• Manually creating invoices in Quickbooks Online, including re-entering customer and fee information
• Manually tracking the status of proposals, the “real work”, permit applications, and payments
• Hopping between project folders and Quickbooks, lacking a single view of your business's operational status

With Eichcorp OWA

• Automatic proposal generation based on templates matching regular, repeated work
• Electronically signed proposals
• Automatic Quickbooks invoicing with zero re-entry of customer and fee information
• A simple to use work management system which highlights bottlenecks and work that needs attention
• A single entry point for viewing your business's operations, with quick access to proposals, working and final deliverables, and invoices

Our platform reduces admin overhead, quickly paying for itself... and you keep using your nicely formatted proposals and Quickbooks.

From Chaos to Clarity

Eichcorp OWA took one environmental firm's operations to the next level. Read the case study here: How One Environmental Firm Eliminated Project Chaos

How it Works

Instead of replacing existing software investments, OWA builds connections between them. When project information updates in one system, it automatically flows to other related systems - eliminating duplicate data entry and reducing errors.

Integration Not Replacement

OWA leverages your organization's existing software investments while eliminating the gaps between systems. No expensive software replacements or staff retraining required.

Eichcorp OWA can connect these systems (and more) in your organization

Which of these do you already use?

Many growing businesses are told to replace their software tools. Why not make them work together?

• Esri ArcGIS
• Quickbooks Online
• ClickUp
• Your company website contact form
• Email and calendar
• OneDrive, Google Drive, or Dropbox
• Microsoft 365 or Google Docs

Eichcorp OWA is a cloud-based platform that connects all of the above and more. When you update information in one tool, the others update too — no more duplicate entry, missed updates, or late invoices. It's integration, not disruption.

Save time. Cut costs. Scale with confidence.

A closer look: Quickbooks Online

We connect your operations management system with Quickbooks Online.

• Create and send an invoice directly from your operations management system
• Click one link to hop from a project directly to a Quickbooks invoice
• Automatically bump a project to the next operations step — and even reassign it — when your customer pays an invoice

The Results: Transformation You Can Measure

Immediate Impacts:

• Reduced weekend admin - Automation handles routine data synchronization
• Faster billing cycles - Project update automatically triggers invoice update
• Improved customer satisfaction - Real-time project tracking and professional communication
• Reduced operational costs - Less administrative time per project
• Scalable growth - Handle more projects without proportional staff increases



Lasting Benefits

• Competitive advantage through operational efficiency
• Better decision-making with real-time project data
• Professional service enhanced by seamless customer communication
• Manageable growth without adding complexity
• Repeat business from satisfied clients



Next steps:

• Subscribe above to access full-length videos
• Schedule a conversation with us here

Eichcorp OWA increases value throughout the operations lifecycle