WorkWave
39 Case Studies
A WorkWave Case Study
Morris-Jenkins, a family-minded HVAC and plumbing company founded in 1958, relies on its Priority Advantage (PA) maintenance program of over 27,000 members. The company faced inefficient, paper-driven PA workflows: field techs submitted handwritten forms with payment details, back-office staff performed multiple manual data-entry steps, and the PA team handled 200–300 emails daily—resulting in stressed staff, frustrated customers and a month-long wait to activate new memberships.
To simplify operations the company launched its MJ Easy initiative and partnered with WorkWave ServMan to automate PA processes. Mobile forms, a customized PM Agreement Wizard, job-screen action buttons and a smartview replaced email and manual entry, enabling automatic creation of PA jobs, recurring invoices and payment setup. The changes cut activation to 24–48 hours, increased PA membership by 22%, drove 32% revenue growth, improved the field-to-office ratio and left a single full-time employee managing the 27,000+ member portfolio.