How a multi-location drayage and logistics operator replaced disconnected spreadsheets and fragmented apps with an integrated CRM that unified dispatch, storage, invoicing, and customer payments.
Lawson Drayage manages equipment storage, labor dispatch, and subcontractor operations across three facilities. Demand was strong and the team was capable, but the connective tissue between locations was a patchwork of spreadsheets and disconnected applications. Billing was delayed. Invoicing errors consumed admin hours. Subcontractors were managed differently at every site.
Each facility tracked storage, dispatch, and subcontractors in their own way. Standardizing reporting across the business required manual consolidation.
The same data lived in multiple places, often with conflicts. The team spent significant time reconciling rather than dispatching.
Manual invoice creation introduced errors that consumed admin hours to resolve, and slowed cash collection across the business.
No single source of truth for who was working where, with what equipment, on which job.
Atelion designed a system where leads, estimates, work orders, dispatch, storage invoicing, and customer payments all live in one place, across all three locations. Every step of the workflow connects automatically to the next.
Inbound leads route automatically to the location-specific sales rep based on customer geography and inquiry type. No leads slip through the cracks.
Approved estimates auto-generate work orders and the corresponding subcontractor purchase orders, with all line items and pricing carried through.
Recurring storage charges generate and dispatch on schedule. Delivery and equipment status visible alongside billing.
Online portals with text and email invoice distribution and automated reminders. Customers pay faster because the experience is built for them, not for the back office.
The system replaced manual reconciliation with automated handoffs. Estimates do not get forgotten. Invoices go out on time. Customers pay through portals instead of mailing checks. Three locations finally operate as one business.
“Atelion built our entire workflow from web forms through invoicing and integrated logistics with storage operations with near-full automation.”
Multi-location service businesses lose more time and revenue to handoffs than to the work itself. The system that connects sales, dispatch, fulfillment, and billing usually has the most gaps, because each site evolved its own workarounds.
Atelion’s job is to close those gaps without forcing every location to operate identically. The workflow is unified. The local execution stays local.
Tell us where the work piles up before the actual work can start. We’ll tell you whether automation and AI can help, and whether we’re the right team to build it.
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