Fieldpoint Service Applications, Inc. > Case Studies > Fieldpoint and Nwestco Integration: A Case Study on Streamlining Operations

Fieldpoint and Nwestco Integration: A Case Study on Streamlining Operations

Technology Category

Infrastructure as a Service (IaaS) - Cloud Databases
Robots - Wheeled Robots

Applicable Industries

Automotive
Finance & Insurance

Applicable Functions

Field Services
Maintenance

Use Cases

Inventory Management
Time Sensitive Networking

Services

System Integration

About The Customer

Nwestco is a design, permit, construction, and maintenance company that has been offering turnkey project construction of petroleum equipment for over 25 years. The company also constructs car washes, automotive lifts, and fueling systems for regional airports. As Nwestco expanded its operations, adding branches in six different states, it outgrew its existing software setup. The company was using a combination of three different software solutions to manage its projects, but as it grew, it needed a more comprehensive system to handle its accounting, purchasing, project management, and service delivery.

The Challenge

Nwestco, a company specializing in the construction of petroleum equipment, car washes, automotive lifts, and fueling systems, was facing challenges with its software setup as it expanded its operations across six states. The company was using three different software solutions, including QuickBooks, an inventory management product, and a self-designed file maker program for service operations. However, these systems were proving insufficient to handle the company's growing needs in accounting, purchasing, project management, and service delivery. Furthermore, the company was seeking a cloud-based solution that didn't require internal hosting. The maintenance of these internal programs was also a challenge for the company's one-person IT team.

The Solution

Fieldpoint was chosen as the cloud-based solution that Nwestco needed. This move eliminated the need for the company's IT team to maintain the old systems and ensured the security of the new systems. Fieldpoint took over all of Nwestco’s field service needs, while NetSuite’s ERP and accounting system handled invoicing, billing, and customer information. This integration significantly reduced the time spent on producing invoices. Additionally, Nwestco implemented the Fieldpoint MobilePro field service application, which improved the efficiency of their technicians. The app allowed the company to track billable hours, send work orders directly to technicians, and automatically add work time to payroll timesheets, eliminating the need for double entry of information.

Operational Impact

The integration of Fieldpoint and NetSuite’s ERP and accounting system streamlined Nwestco's operations, reducing the time spent on producing invoices and eliminating the need for manual input of invoice information. The implementation of the Fieldpoint MobilePro field service application improved the efficiency of Nwestco's technicians, allowing them to see upcoming work orders, gather signatures to sign off on work orders, and automatically add their work time to payroll timesheets. This not only improved the efficiency of the technicians but also eliminated the need for double entry of information, further streamlining operations. The customizability of Fieldpoint's software also allowed Nwestco to alter workflows to suit their specific business needs, optimizing business processes.

Quantitative Benefit

Significant reduction in time spent on producing invoices due to the integration of Fieldpoint and NetSuite’s ERP and accounting system.
Improved efficiency of technicians with the implementation of the Fieldpoint MobilePro field service application.
Elimination of double entry of information, saving time and reducing the potential for errors.