Case Studies

Field Service and Facilities management Specialised for HVAC, Electrical, Plumbing Industries

Client Profile

The client is a leading HVAC contractor and service provider with a very large customer base in the North Americas. They deal with numerous service requests in a single day and provide service to hundreds of houses and customers with an efficient team.

Business Challenges

The biggest challenge was to manage the volume of customers, services and operation without an automated or digital system in place. The effort spent on managing and allocating the schedule to the appropriate field employees was taking out a major chunk of productive time. The thought of converting industry specific product price logs and manuals also seemed to be a humongous task.

How Our Solution Redefined Business?

We developed an all-in-one platform which facilitates well managed distribution of work assignments, checking up on schedules, planning and monitoring of operations, tracking the progress of jobs, increasing sales and customer satisfaction.

Major Features Include:

  • An dynamic web dashboard with umpteen settings and features along with a large set of productive reports and leaderboards.
  • Flexible Customer and Schedule management features with dynamic functionalities
  • Well structured Diagnostics Features which makes the service jobs efficient and productive
  • Integrated Invoicing, Quotations and Payment features which make business and selling impactful and easy
  • GPS tracking based allocations of service executives
  • Automated SMS and Email notification services
  • Multiple Review management system integrations which enables a business to build a niche brand
  • An on-the-go field service mobile app which empowers the field executives to provide best-in-class service with all needed information related to customer and job
  • A number of third party integration with industry leading applications to enhance the ability of the software with endless features like payment, review etc