Case Study: Western Allied Mechanical cuts quote delivery time by 50% with ServiceTrade

Western Allied Mechanical cuts quote delivery time by 50% with ServiceTrade

Western Allied Mechanical, a commercial mechanical contractor, faced challenges with inefficient and clunky manual processes for generating repair quotes and managing customer communications. Their previous methods involved using editable PDFs, Excel, and Word, which were time-consuming and hindered their ability to quickly respond to client needs. They sought a solution from ServiceTrade to streamline these operations while maintaining their existing accounting software, Spectrum.

By implementing the ServiceTrade software platform, Western Allied Mechanical automated and streamlined its quote generation and customer communication processes. The solution included a customer portal that provided clients with immediate access to their records. As a result, ServiceTrade helped the company cut its quote delivery time by 50% on average, significantly improved operational efficiency, and provided a major selling point for winning complex clients in regulated industries.

Western Allied Mechanical