Heating & Air Conditioning Company
"Heats Up" Profits
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Agilis is saving a large privately owned HVAC company an estimated $2,000,000 per year!
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“Field Technicians now have all the information they need right at their fingertips, such as customer address, job details, and pricing. Information is in real time and is very accurate. We have seen amazing results with Agilis.”
- HVAC Programmer Analyst
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| During the air conditioning and heating seasons, a large HVAC company can be hit with over a thousand service calls a day. These surges in service calls caused many problems such as inefficient work order dispatch, delayed field updates, excess paperwork in the field, and held up invoicing as much as 3 weeks from the time of service. Multiple calls had to be made to the service technicians to inform them of changes or updates to work orders. Paperwork that was filled out in the field took days or weeks to be hand entered into their back office system. Prior to engaging with Agilis Systems, the company had tried three other Mobile Resource Management applications without success. |
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| The company integrated its existing back office AS/400 application with Agilis to create a seamless solution for their mobile workers and office staff. The entire integration took only 5 days. They created multiple forms using SmartFORMS™ for its Sales & Service/ Repair departments eliminating the need for paperwork in the field. These customizable forms help capture current data in the field on their mobile handsets. The information is transmitted in real-time back to their office where it is integrated into their billing system. Sales orders are also captured by the sales people via SmartFORMS for faster order processing. |
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| The HVAC company has seen outstanding results after integrating with Agilis Systems. They have decreased their time in obtaining data from the field into the office by over 4 days. Due to real-time transfer of data, the process is now instantaneous. They have improved their billing cycle on average by 1 week. Now invoices go out the next day and cash flow has increased tremendously. They have reduced operational costs at the office and increased productivity in the field by reducing the time spent filling out paperwork. They have an estimated annual savings of $2,000,000. |
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Click to view a printable pdf of this case study. |
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