FieldEdge
14 Case Studies
A FieldEdge Case Study
J&D Heating & AC, an HVAC provider in Fort Myers, FL, faced inefficient, paper-based operations that forced technicians to call the office for customer and equipment history and created double entry, slow dispatching, and lost time for CSRs and managers. Service Manager Aaron Collins needed a way to go paperless, improve technician efficiency, and free office staff to take more calls and generate new business.
In July 2016 J&D implemented FieldEdge’s cloud field-service software with hands‑on onboarding and training, adding mobile payments, a live QuickBooks integration, and a real‑time dispatch board. The move streamlined workflows, boosted on‑time arrivals, and drove measurable growth: 43% higher revenue, a threefold increase in service agreements, and 56 additional work orders per month.
Aaron Collins
Service Manager