Case Study: Tampa Bay Trane achieves a $40,000/year contract win and improved scheduling, accountability, and customer transparency with FieldConnect, Inc.

Tampa Bay Trane uses Mobile Workforce Software and Customer Portal to Win New Business The Company

Tampa Bay Trane, a 45-year-old Florida HVAC contractor with 70+ field technicians and a large controls team, faced a sales challenge when a local prospect complained their current provider still used paper work orders and offered no reliable scheduling or service history. To address this, Tampa Bay Trane implemented FieldConnect, Inc.'s mobile workforce solutions, deploying FieldAccess mobile technician software and the FieldDirect customer self-service portal.

FieldConnect, Inc. integrated FieldAccess and FieldDirect with Tampa Bay Trane’s Microsoft Dynamics SL ERP to automate technician tracking, work order management, invoicing, and provide customers real-time access to schedules and equipment history. The improved technician accountability and customer visibility convinced the prospect to award Tampa Bay Trane a $40,000-per-year service contract.

Tampa Bay Trane

Tim Barnes

Service Sales & Operations Manager