BlueFolder

Industrial5, an engineering consulting firm in the thermal processing market, was looking to refine and expand its service offerings to attract new contracts and provide more value to existing customers. However, the company lacked an efficient way to manage work requests. With the anticipated increase in workload, it was crucial to help every employee focus their time most efficiently. The company needed a system to track work orders, contracts, employee assignments, and customer interactions. Given the broad range of services they offer, Industrial5 was in search of a simple, flexible tool that would help them manage time, set priorities, update status, and compile expenses and billable hours. They also required integration with their desktop billing software, QuickBooks®, to push job information directly to invoices.

Pronto Gym Services, a gym equipment repair company, faced a significant challenge in maintaining effective communication with its customers. The company's technicians, while skilled at repairing complex gym machines, often struggled with customer communication, leading to a lack of transparency that could potentially harm the company's reputation. Additionally, Pronto Gym needed a robust tool for asset management. The company had to maintain hundreds of different types of equipment and provide technicians with access to documentation and specifications based on serial numbers. The company president, Ron McDonnel, sought a solution that would simplify communication and asset management, allowing technicians to focus on their core competencies while ensuring customers received the updates they needed.

Tropic Air, a growing HVAC services company in the greater Kansas City area, was facing challenges in managing work orders as their customer base expanded. The team initially relied on texts, emails, and notebooks to record and track work orders and update the status. However, as the number of customers increased, this process became unmanageable. It was difficult to monitor what work was done, what still needed attention, and what each technician was working on. Monitoring equipment usage in the field was also a challenge. Furthermore, if a technician wasn’t in the office for several days, staff wouldn’t get the paperwork to initiate an invoice, delaying the billing process by a month or more. The company’s founder and president, Justin Koegler, described the situation as 'complete and total chaos.' Justin decided to implement a field service management (FSM) application to simplify operations and smooth out the cash flow. However, the HVAC software he initially tried was overly complicated and lacked user-friendly design, exacerbating the situation.