Case Study: Synergy Companies achieves sustainable growth and eliminates printing costs with Fluix

Digitized Workflows Save Synergy 1.3 Million Sheets of Paper

Synergy Companies, a leading California energy and water efficiency contractor, faced slow, paper-based processes, complex forms (including custom JavaScript) that were hard to pre-fill, and limited access to the data captured in field forms. To connect office staff and installers on iPads and support growth in the evolving utilities market, Synergy Companies adopted Fluix’s digital forms and workflow platform (they joined Fluix in 2016).

Fluix digitized Synergy Companies’ forms with pre-fillable fields, mobile iPad access, and automated workflows that centralize data and streamline handoffs between office and field teams. The result: form completion time dropped, printing and related costs for over 1.3 million sheets of paper were eliminated, and the company now runs 157 active workflows across 220 users with 315K documents completed—delivering measurable time, cost, and data-insight gains that support sustainable growth. Fluix continues to enable Synergy Companies to meet client needs more efficiently.

Synergy Companies

Ale Garofalo

Corporate IT Director