Case Study: B&W Mechanical prioritizes customer service with ServiceTrade

B&W Mechanical communicates clearly and accurately with customers so they know everything they need to about their systems so there aren’t any surprises

B&W Mechanical worked with ServiceTrade to implement a customer service and service management system, but initially faced a major challenge integrating ServiceTrade’s open APIs with its closed accounting system. Rather than let accounting requirements delay the project, B&W prioritized getting a solution in place to support the growth of its service division.

With ServiceTrade, B&W Mechanical was able to focus on customer-facing outcomes: clearer communication, richer quote and invoice details, and better visibility into system status and facility needs. The result was a faster, more effective workflow where customers understood what they were paying for and B&W could get the right work done quickly, though no specific numeric metrics were provided.

B&W Mechanical

Brad Boggs

President