Comfort Systems USA streamlines daily operations with HVAC software

Challenge

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

1. 1 HVAC service contracts were delayed in being delivered to the office
2. 2 Paper documents were getting lost and damaged
3. 3 Technicians handwriting caused miscommunication
4. 4 Paper costs were constantly increasing

“Our process before Fluix was paper-based. We were using paper for everything.” – says Stacie Tillery, Administrative Service Manager at Comfort Systems USA, Ohio.

Solution

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

1. 1 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.
2. 2 Decreased expenses
   Elevated productivity leads Comfort Systems to save costs spent on paper and related expenses.
3. 3 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.
4. 4 Speeded up customer billing
   Getting payroll posted quicker in order to bill customers was a huge improvement for the company’s office operations.