AIM SERVICES SAVES $200 PER WEEK AND HOURS OF PAPERWORK
Established in April 2000, Austin Independent Mechanical (AIM) Services provides air conditioning and heating services to the Central Texas area. Owner Susie Herring runs many of the daily activities of the business. Before FieldLocate, the biggest problems Susie and her business faced was inconsistent procedures and lack of visibility into customer information and history.
Searching through their local Lennox Premier Dealer, Susie found FieldLocate, a cloud-based field service management solution. Now her technicians use tablets in the field during service calls. “Technicians have more information and the customer history is available to them during the service call which is a great bonus,” said Susie.
Susie’s favorite feature of FieldLocate is the color-coded scheduler. “We can schedule calls from anywhere, either at home, in the office, or out on the road.” Recently, AIM Services’ office manager moved out of state. “Although she’s no longer a full time employee, she can take calls and schedule appointments from a different state when I’m out of the office,” commented Susie. “The service manager can also reschedule calls from his iPad in the field.”
Using the drag-and-drop functionality of the scheduler, Susie can move jobs from one technician to another. “One of my favorite features is the ability to move jobs to different technicians. If one job is taking longer, I can move upcoming calls to a different technician.” When a job is moved, the assigned technician receives an alert of the new appointment. “The technician receives an automatic reminder and keeps us off the phones at the office,” said Susie.
Before FieldLocate, invoicing was managed in the office through Quickbooks. Now, once the job is closed in FieldLocate, an invoice is created and emailed directly to the customer. “We can bill immediately and increase cash flow into the business since we don’t have to generate the invoice through Quickbooks back at the office,” commented Susie. The business is saving around $200 a week in billing hours and paperwork and expects to save even more in the future once they start using the Time Clock feature to manage employee hours and payroll.
The FieldLocate mobile application is intuitive and easy to use, even for those who are not as familiar with technology. “Some technicians are not as computer savvy but FieldLocate is easy to use on tablets.” She reports that her technicians are more productive during service calls by using the mandatory checklist that ensures all tasks are completed on site.
There are a number of built-in reports within FieldLocate that provide greater visibility into the business such an unscheduled jobs, open invoices, and revenue generate by technician. Susie likes to run a customer report by Lead Source to see where her business is coming from. “I like seeing where customers are coming from and how my advertising dollars are doing. I can see where my money is going and whether I should purchase an ad.”
In addition to the time and money saved using FieldLocate, AIM Services is more organized and consistent in their business processes. “FieldLocate has been a big morale boost for our company.” The cloud-based system has aligned business processes and provides both office staff and technicians the information they need to complete service calls efficiently from the first call to the final invoice. “We feel like it’s more of team effort providing great customer service.” concludes Susie.Susie Herring, Owner
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