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.
“Fluix makes things smoother, a lot more efficient. It really puts more power in the fields reps hands.”
Given the fast-paced business growth, Comfort Systems managers had numerous miscommunication problems between the field and office teams:
“Our process before Fluix was paper-based. We were using paper for everything.”
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.
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.”
