Case Study: Matrix HG, Inc. achieves 15% service growth and same-day billing with Service Pro by MSI Data

Matrix HG, Inc. Uses Service Pro and Vista for Speedy Scheduling, Billing, and Field Communication

Matrix HG, Inc., a California commercial and industrial HVAC contractor, faced slow billing, lost work orders, double data entry and poor cash flow from a paper-based field operations process even while using Vista by Viewpoint for schedules. To eliminate paperwork and speed billing, Matrix evaluated and adopted Service Pro by MSI Data, receiving two days of training to integrate mobile field capture with their existing Vista workflow.

Service Pro by MSI Data provided a native mobile app and Vista integration that let technicians submit photos, time, parts and e-signatures from the field, eliminating duplicate entry and enabling same-day invoicing and automatic billing for previously unbilled items. The change reduced errors and paperwork, improved cash flow and capacity, drove a 15% increase in service revenue, and helped service sales grow from about $600,000 to over $1 million while restoring 40-hour workweeks for staff.

Matrix HG, Inc.

Dan Greeson

co-founder