Digital Solutions for Real-World Challenges: 5 Case Studies of FSM Software

Field service management software is a key differentiator that helps many field service businesses grow across industries like gardening, HVAC, construction, pest, etc. The operations of delivering quality field services are majorly remote due to which having software becomes imperative to gain on-ground execution visibility.

If you’re still confused about how field service management truly enables a business – we have shared five case studies of companies that have successfully transformed their business operations using field service management software.

1. Using field service management software for cleaning service businesses

Company: Skyline Cleaning Service

Isaac LaRonge runs Skyline Cleaning Services, a rapidly expanding business across 4 cities and 100+ employees. They were facing an increase in costs of labor and supply available, thus reducing profits. The business’s work order management process also wasn’t streamlined such that it was causing labor shortages and inefficiencies in resource allocation.

Using Zuper’s field service management software helped Skyline field service teams and labor to communicate in real time to improve coordination. They could also integrate Zoho CRM which made it easy to manage customer data and find ways to improve customer experience.

2. Using field service management software for HVAC service businesses

Company: CMCNV Airmatics

CMC provides air compressor manufacturing and maintenance services which face considerable scrutiny for quality inspections and compliances. Being a global player, it needs to adhere to different regulations to provide the necessary output to its customers.

Using field service management software, CMCNV was able to provide personalized solutions to its clients while adhering to their local compliances and laws. It helped them track their operational processes across vendor management, inventory inspections, dispatching workers for system installation, and more to ensure utmost service delivery.

3. Using field service management software for Landscaping service businesses

Company name: Creative Irrigation & Lighting

Creative Irrigation & Lighting is a growing landscaping service provider operating for the past 30+ years. They observed a need to revamp their back office operations and work order management workflows due to varying demand. They lacked real-time collaboration – an important aspect for streamlining back office work. This affected their relations with customers and how they served them.

Using field service management software, Creative Irrigation & Lighting improved its invoice management system by integrating its operations with Quickbooks. FSM software’s automated notification features help keep field service technicians, back-office teams, customers, and managers on the same page while scheduling and dispatching jobs. Thus, they could reconsider their business process workflows to optimize, automate, and remove manual work.

4. Using field service management software for solar energy businesses

Company: US Energy Solutions

US Energy Solutions helps homeowners and commercial properties optimize their energy needs and expenses for better homes and climate using solar energy solutions. Their field service teams often spent too much time creating quotes, phone calls with customers to understand their requirements, or signing contracts. They also did not have real-time global visibility on their operations to make quick decisions and solve operational challenges.

Using field service management software, the company digitized its contract management and billing workflows. They started accepting digital payments instantly to improve cashflows and avoid losing money and time in following up with customers. FSM software’s dashboard also provided real-time business operations visibility to know assigned jobs, support tickets raised, and adapt to customers’ needs.

5. Using field service management software for manufacturing businesses

Company: iScent

iScent is a sensory marketing company that helps its clients use fragrances for delivering branded experiences or ambiance to their customers. The company faced challenges in coordinating with teams to deliver their diffusion capabilities. They also used spreadsheets to run their business operations which became ineffective as their business grew. Teams would also lose sight of jobs available, work orders completed, tracking jobs in progress, and more. They lacked insight into improving their business as they did not capture data at various business stages.

Adopting field service management software helped them with gaining visibility across various business processes including work order management, dispatching, and tracking job progress. By analyzing data captures from onboarding customer to service delivery, it was possible to generate reports about their business health.

Experience business success with Zuper’s field service management solutions

Zuper caters to multiple field service businesses across plumbing, cleaning, HVAC, construction, manufacturing, and more for streamlining their operations – book a demo today to learn more about how we can help.