Case Study

Naylor Automates Preventative Maintenance And Increases Service Visibility

Data entry was slowing down the service process for Naylor, a commercial and industrial HVAC company based out of Oakville, Ontario, as every step of delivering service required manual data input. Work orders from their contracts had to be manually prepared each month, technicians had to fill out paperwork and fax it back to the office where a data entry team would put the data into their system, and invoices had to be manually checked to ensure the proper hours and billing information was attached.

“If you could just picture lining up fax machines, we had a room dedicated to fax machines, and everybody was faxing in their paperwork,” said Mandy Lewin, Naylor’s Manager of Special Accounts. “You can only imagine, we had five people in the office entering in data, and then 100 technicians faxing in their paperwork. We were always chasing paperwork. There was just too much data entry. And with data entry issues, then it becomes a loss of revenue.”

Prior to using Fieldpoint’s HVAC software, Naylor used a different field service software, however, it required manual, repetitive tasks to get preventative maintenance work prepared, dispatched, and completed, with data coming back from the field, including time sheets and purchase orders, sometimes incomplete, missing, or incorrect.

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