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5 Boykies Construction Zoho One case study
Customer work, job documents, accounting, communications and marketing in one Zoho environment.
Zoho CRM holds distinct processes for direct enquiries and insurance instructions. Zoho Books records financial transactions. Zoho Projects holds job records. Zoho WorkDrive holds supporting documents. Zoho Mail, Social and Sites support correspondence and customer contact.
Founded in 2022 near Komani, the business serves residential, commercial, agricultural and industrial customers, including building, maintenance, plumbing, roofing, steel work and finishes.
The challenge
Construction enquiries can involve a customer, a worksite, an instructing person and a different invoice payer. Insurance work can require assessment fees, reports, insurer feedback, requisitions, customer excesses and completion certificates.
As the business took on different kinds of construction and insurance work, it became harder to keep the customer instruction, job documents and financial follow-up in view together.
Yolande Coetzer, Managing Director, 5 Boykies Construction
Scope note: formal job approval, work in progress, stock and labour allocation, detailed manufacturing costing and reconciled profitability reporting remain a later programme, outside the completed work described here.
Results to date
- On 25 September 2026, the reviewed CRM environment held 492 associated active Direct Work process records and 253 Insurance Work process records. These are process-record counts, not completed-job counts.
- On 20 September 2026, the reviewed environment showed 372 active Projects and 922 files in operational WorkDrive folders.
The Zoho setup gives us defined paths for direct and insurance work, a place for the supporting documents and an accounting record we can review.
Yolande Coetzer, Managing Director, 5 Boykies Construction