Case Study: Sun Valley Solar boosts efficiency and scalability with Field Squared

Sun Valley Solar handles 70 to 100 work orders per case manager with Field Squared

Sun Valley Solar, a provider and installer of residential and commercial solar energy systems, faced operational challenges with a CRM system that was ill-suited for managing a high volume of small service jobs. Their previous software lacked service management capabilities, inundated their accounting department with manual invoicing, and could not support their plans for geographic expansion. They turned to vendor Field Squared to find a scalable field service management solution.

By implementing the Field Squared platform, Sun Valley Solar automated its scheduling and invoicing processes. The solution's key features included a mapping tool and the ability to invoice directly from work orders. This resulted in a measurable increase in efficiency, with case managers now able to handle up to 100 work orders compared to a previous maximum of 50. Field Squared enabled significant cost savings through consolidated software licenses and provided the scalability needed for growth without increasing administrative staff.

Sun Valley Solar