How UTS Group Centralized Vendor Compliance and Purchase Orders with a Custom Zoho Creator App
Following its initial Zoho CRM rollout, UTS Group identified a remaining gap in how it managed its network of contractors and vendors — an area with real compliance and liability stakes given the licensing, insurance, and certification requirements of the security and access-control industry. ABR built a custom Zoho Creator application to centralize vendor compliance tracking, purchase order management, job reporting, and field sales proposals into a single connected system. The application has since fully replaced Zoho FSM as UTS Group’s field and vendor management platform.
UTS Group first engaged ABR for broader Zoho training and CRM implementation. During that work, both sides identified a gap: UTS Group’s vendor and contractor management remained spread across multiple disconnected tools, an area with real compliance implications given the licensing, insurance, and certification requirements involved in subcontracted installation work. That gap became the basis for a dedicated Zoho Creator build.
UTS Group — Unique Technology Solutions — is a security and access-control services company serving clients across Canada and, increasingly, the United States. Its scope spans consultation and spec-writing through installation, training, and ongoing support, covering access control, security cameras, intercoms, turnstiles, automatic doors, glass and aluminum infrastructure, curtain walls, gates, and related hardware.
For UTS Group, vendor management carries real liability: contractors and vendors must have verifiable licenses, certifications, and insurance in place before UTS Group can do business with them at all. Managing this manually, alongside purchase orders, invoicing, and job tracking, was time-consuming and fragmented across multiple disconnected tools. Field sales reps faced a related problem: without a computer on hand, they had no efficient way to build proposals while on the road or at a client site.
ABR architected a full vendor and contractor management application on Zoho Creator, giving UTS Group a system it owns and can customize without being tied to a specific rigid platform. The build includes a vendor compliance module where contractors upload insurance, license, and certification documents for verification before being assigned to a job; a full purchase-order workflow integrated with Zoho Books, Zoho Projects, and Zoho CRM, covering the entire subcontracting cycle; a self-service vendor portal for document and invoice uploads; a job-completion report form that vendors submit after each job, flagging whether follow-up or additional materials are needed and feeding directly into UTS Group’s next steps; and a mobile application that lets field sales reps generate proposals from a phone without needing a computer.
The system’s primary reported benefit is time savings across both vendor management and field sales, freeing up capacity UTS Group can redirect toward customer-facing work. Once a vendor submits a job-completion report, invoice and payment requests are processed immediately rather than through a manual back-and-forth. UTS Group has since fully retired Zoho FSM, with this application now serving as its dedicated field and vendor management system.
“There was no software available in the market that could do what we needed, so we created our own solution with Zoho Creator. And now, Creator is a major part of our business. It gives us the tools to build whatever we need, whenever we need it. The main benefit of Zoho Creator is time management. We save hours daily, freeing us to focus on customers and growth.”
— Andre Ankri, Founder, UTS Group
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