EASY TO USE FIELDLOCATE INCREASES PRODUCTIVITY AND REDUCES PAPERWORK FOR FANNING SERVICES
Fanning Services offers an extensive range of heating and air conditioning services in Dallas, Texas and the surrounding area. Owner Bart Barnett manages his three technicians’ schedules using FieldLocate field service management software in the office and on the road.
Prior to implementing FieldLocate, appointments were managed on a white board in the office. “If we got a call and weren’t in the office, we were in trouble because we didn’t know when to schedule the appointment.” Bart had to write down appointment notes down on paper and schedule once he returned to the office.
Bart decided to implement a field service management solution while the company was smaller. “We figured it would be easier to implement while we were small before the company started growing,” said Bart. “And, since we’re on the road most of the time, we needed the schedule available anytime, whether in the office or out in the field.”
Bart wanted to save time on invoicing. Fanning Services uses Quickbooks for accounting. Before FieldLocate, technicians would return paper work orders to the office where they would be manually entered into Quickbooks to generate an invoice and then filing the work orders.
Bart saw FieldLocate for the first time during a Lennox Dealer meeting when a FieldLocate representative showed him the mobile application on his tablet. “It looked simple and intuitive for my guys to use,” commented Bart.
Price was the number one reason Bart chose FieldLocate. Bart recalled, “It was very affordable to get started. Plus, we didn’t have to buy equipment since FieldLocate works on their current mobile phones.”
Now that Fanning Services can schedule and dispatch on the go, they are saving time and picking up more business. “We save about two hours per week since we can schedule and dispatch on the go,” commented Bart. “Our productivity is up since the guys know where they’re going and no longer have to check the whiteboard for job details.”
Out in the field, technicians use the FieldLocate mobile application to generate estimates on site. “We get more authorizations since the estimate is easy to review on the tablet and we can capture the customer’s signature.” Fanning Services is also doing a better job of collecting billing. “Now we don’t forget to charge for a part or add tax, which we may have missed before.” Their billing cycle has also improved since the invoice is being emailed the same day. “We get checks in less than a week where before it would take 30 days.”
Using FieldLocate, Bart has reduced paperwork by 30 hours per week. FieldLocate integrates with Quickbooks and other accounting software so all service tickets, invoices and time clock sheets are entered directly into Quickbooks. “We don’t have any filing to complete since it’s all electronic,” said Bart.
Whether at the office or in the field, Bart and his team use FieldLocate to complete daily tasks more efficiently. Bart concluded, “We sure appreciate FieldLocate!”Bart Barnett, Owner
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