Case Study: a large UK global HVAC company streamlines service scheduling and invoicing with ezManagement’s ezServiceHUB

Patricia shares her personal insights about coming from a manual paperwork process to using a field service software & App process to manage many service calls and engineers

Patricia Carr, a Senior Service Coordinator for a large UK global HVAC company, managed 20 engineers using a completely manual, paper-based system. This process was inefficient, stressful, and made archiving and retrieving old documents nearly impossible. After a costly and complex American CRM system failed to automate their workflows, the company still struggled with time-consuming job creation and an engineer app that was difficult to use.

The vendor EzManagement implemented its ezServiceHUB and ServiceJobs App to provide a fully automated, end-to-end solution. This system automated job creation, scheduling, customer notifications, and invoicing. For the customer, this drastically reduced the time to create and dispatch jobs to under a minute, eliminated manual paperwork, and provided a live view of all completed jobs, making the coordinator's life far less stressful and the entire operation significantly more efficient.