Tag Archive for case study

Case Study: A Company Transformed, From Day One.

This is the story of how an HVAC & mechanical services company gained flexibility, went paperless and drastically reduced its billing cycle within two years. New York-based AFGO represents three generations of mechanical contracting and manufacturing expertise.

And based on its performance last year, AFGO’s management team clearly knows when it’s time to drive business to the next level.

Stretching the meaning of customization

Four years ago, AFGO’s management decided the company would go further – if only they had access to a better internal management system. After extensive research spanning over two years – including trials, interviews, demos, and recommendations – AFGO chose FieldOne Systems to revolutionize their field service management.

“In being a flexible business, we felt we needed something more… flexible,” said Michael McGuire, Director of Operations at AFGO. “That’s where we were most impressed with FieldOne: the fact that we can customize the system to operate around us.”

Reduced billing cycle, increased cash flow

Since starting with FieldOne, AFGO’s most amazing feat has been reducing its billing cycle by three weeks. Now that they have work orders on the progress screen, Udell, McGuire and the rest of their team meet weekly to run through and update every open work order, allowing them to see what’s open and move to completion so the bills go out.

“We’re at a point where, at the beginning of 2011, we were billing in 28 days, and by the end of the year got it down to an average of six days – just by looking at those screens to process the orders and get them pushed through,” stated McGuire.

Udell concluded: “The biggest area that’s improved is our cash flow; the speeding up of our billing has clearly sped up our collections, so our cash flow is much better today than the day we bought FieldOne.”

See more case studies from FieldOne.

Case Study: Speeding Up the Road to Efficiency

It’s one thing to know your company’s limitations and get help – it’s another to know you’re already fairly organized but could do even better.

That’s the story of New York City’s Interstate Air Conditioning & Heating, established in 1978. Three years ago, Interstate President Raymond Kishk made an executive decision to drive the company further by improving their efficiency in one fell swoop: upgrading their internal management system.

Today, Interstate is a paperless company that runs on intelligence with FieldOne. What they now know has made them prosper. Each bookkeeper and dispatcher now does the job of two. Kishk further saves time and money by using the PO Quote feature to easily email his latest order to vendors, who reply with their prices, giving him the info he needs to choose the best price and value.

Perhaps the biggest change for the company has been in tracking its inventory. Real money is saved every day when Kishk is able to tell his technicians exactly what their trucks contain.

As Kishk explains, parts get lost or destroyed when they’ve been sitting on the truck unused. One goal is to make sure existing parts are used instead of ordering more when the techs can’t locate them.

Another goal? To keep everyone accountable. To avoid losing track, techs can easily keep tabs on what they’re carrying. “With inventory tracking, I know exactly what’s on the trucks, even when the techs don’t.” Office staff can check their FieldOne dashboards instantly and update the technicians, allowing for accountability.

The difference FieldOne has made for Kishk’s business is palpable: “The maintenance agreements are unbelievable. We used to have to invoice each one separately, to schedule them out, write a physical work order… Now it’s just the snap of a button and it auto-invoices. I can’t remember life without it.”

Even Interstate’s customers feel the difference: “From the work orders they sign, to the paperwork they receive, to the follow up emails – to everything that we do. They can tell that we’re on top of our game.”

And the aim of that game is to constantly move forward. In Kishk’s own words, “It’s only a matter of time until every company that wants to grow is doing this. The only person who will complain… is someone who really doesn’t have the intention of growing.”