Allied Glass & Aluminum Products, a company based in Victoria, British Columbia, was facing challenges in managing its wide range of services. The company, which has been in business since 1960, provides a variety of services including installation, replacement, repair, and maintenance of commercial doors and windows. They also offer emergency repair services, making their day-to-day operations complex. The company was using a paper-based system for work orders, invoices, and other processes, which was proving to be inefficient. Technicians had to physically visit the office to receive new jobs, and coordinating different systems was a challenge due to the manual nature of the processes. The company recognized the need for an automated management system to streamline their operations.

Generator Systems, a company based in Akron, Ohio, that sells and services generators and pumps, was facing challenges in managing its field service operations. The company was keen on improving its efficiency, speeding up customer response times, and delivering exceptional customer service. The company's business model is centered around providing outstanding customer service across all aspects of the business, including the sale, service, and preventative maintenance of pumps and generators. However, the existing system was not efficient enough to meet these demands. The company needed a solution that would streamline its operations, increase efficiency, and enhance customer experience.

Cedar Management Inc., a property management company in Minnesota, was facing challenges with its reporting system for maintenance and financial information. The service management solution they were using had limited capabilities and was not able to generate comprehensive reports showing revenue and billing for different property owners. The company also needed work orders that would include detailed information such as location, service request, completion date, technician’s name, and billing amount. The company oversees more than 4,000 units at 75 association properties, 1,100 residential rental units, and 24,000 square feet of office space, making the need for an efficient reporting system crucial.