The highly mobile B&P Medical technical services team primarily focuses on repairing general, micro, and endoscopic instrumentation. Scheduled visits are in place for most of their clients, however in most cases the details of what services they provide are not known until they arrive on site. At site, the technicians work from their laptops leveraging the Microsoft office suite of tools to keep track of each instrument they service with individual annotations. The result is that there can easily be up to 100 records associated with each site visit. Prior to leaving the site, technicians will present customers with a document which contains the details of all services performed as well as the localised tax.   While the Technician and the customer experience was optimised, the back-office operations to support them were quite manual. The site documents were copied to a shared drive by the Technicians and from there an admin resource was required to manually copy and paste details into Xero so that there was a Xero invoice available for reconciliation of the invoice payment. B&P Medical required an automated process which could help overcome challenges with moving data from Microsoft through to Xero. A streamlined solution would allow B&P to get all required reporting from Xero as well as expand operations without needing to grow their operational support team.