Fluix Success Story

Comfort Systems USA streamlines daily operations with HVAC software

Comfort Systems USA provides commercial HVAC, mechanical and electrical contracting to customers ranging from small businesses to Fortune 500 companies. The Company has 38 operating units in 72 cities and 86 locations nationwide.

Comfort Systems USA Success Story
60,000+
documents completed in Fluix
100+
people in the field
72
cities operating in
“Fluix makes things smoother, a lot more efficient. It really puts more power in the fields reps hands.”
Challenge

Bringing field and office teams closer together

Given the fast-paced business growth, Comfort Systems managers had numerous miscommunication problems between the field and office teams:

1
HVAC service contracts were delayed in being delivered to the office
2
Paper documents were getting lost and damaged
3
Technicians handwriting caused miscommunication
4
Paper costs were constantly increasing
“Our process before Fluix was paper-based. We were using paper for everything.”
Solution

Giving technicians advanced technology

Comfort Systems managers wanted a digital transformation to streamline their day-to-day processes and be more efficient as a company. The company chose Fluix as its commercial HVAC software, and easily onboarded field technicians using the user-friendly app.

Results

Speeding up daily operational workflows

Went paperless with digital documents

Maintaining and managing over 40 different digital documents was easier on Fluix. The document control software also stored electronic copies in one place. “At the click of a button, work orders and other documents are distributed to the correct person and department. Whether it’s an air conditioner service checklist or an HVAC service contract, field workers have access to all documents in Fluix on their iPad”, says Stephanie Lloyd.

Reduced visits to the office

Instead of field workers driving to the office on Friday to hand in their timesheets, they use Fluix to quickly and easily fill out and submit documents. This digital process enabled the field team to have more control over their work with more resources at their fingertips.

Decreased expenses

Elevated productivity leads Comfort Systems to save costs spent on paper and related expenses.

Speeded up customer billing

Getting payroll posted quicker in order to bill customers was a huge improvement for the company’s office operations.

“It’s been wonderful we’ve not only improved our processes, but we’ve saved a lot of money on the paper.”
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