Challenge:
Commercial Residential Aluminum (CRA), a leading provider of consultancy, building, and service solutions in the Sarasota area and Gulf Coast of Florida, faced significant challenges in managing their extensive operations efficiently. With a large team comprising consultants, builders, and service technicians, coupled with thousands of concurrent jobs–scheduling became a manual and intricate process.
The reliance on Excel spreadsheets compounded the complexity, leading to inefficiencies and difficulties in tracking material on-site and monitoring the stage of installation or repairs. Additionally, managing multiple subcontractors across various sites, up to 15-20 outside workers, posed further logistical hurdles.
“If I’m out of the office someone on the team can see everything they need. There’s no need to try and relay information any other way. Service Pro covers all the on-the-ground information from the back office to the field. Seeing others using Excel honestly hurts my head.”
~Kayla S., Scheduler and Manager from CRA
Solution:
Recognizing the need for a robust and streamlined solution, CRA implemented Service Pro® by MSI Data. This software provided CRA with the capability to create a customized, color-coded scheduling system, allowing for precise tracking of work orders and providing comprehensive insights into the status of each site.
Service Pro enabled technicians to submit photos along with detailed notes covering inspection, quality control, permitting, and other critical stages of the process. The seamless integration with Netsuite facilitated smooth billing processes upon job completion.
Service Pro also played a pivotal role in instilling confidence and reinforcing CRA’s newly introduced 90-day guarantee to customers. This not only enhanced customer relations but also bolstered CRA’s reputation for reliability and accountability.
Results:
The implementation of Service Pro revolutionized CRA’s operations, yielding numerous benefits across the organization. Key outcomes include:
Enhanced Efficiency: The transition from manual scheduling and Excel spreadsheets to Service Pro resulted in a significant improvement in operational efficiency. The color-coded scheduling system provided clarity and transparency, reducing errors and streamlining workflows.
Improved Visibility: Service Pro empowered CRA with real-time visibility into job statuses, material requirements, and project stages across multiple sites. This enhanced visibility facilitated proactive decision-making and resource allocation, ultimately optimizing project management processes.
Strengthened Customer Relations: The implementation of Service Pro, coupled with CRA’s 90-day guarantee, enhanced customer satisfaction levels. The ability to provide accurate updates and timely completion of projects instilled confidence in customers, fostering long-term relationships and repeat business.
Seamless Integration: The seamless integration of Service Pro with Netsuite simplified billing processes, reducing administrative overheads and ensuring timely invoicing upon project completion.
In conclusion, Service Pro by MSI Data emerged as a transformative solution for Commercial Residential Aluminum (CRA), addressing their challenges and driving operational excellence. By leveraging advanced scheduling capabilities, real-time tracking, and seamless integration, CRA optimized its processes, enhanced customer satisfaction, and positioned itself for sustained growth in the competitive market landscape.
Service Pro by MSI Data is a field service platform designed to help you gain visibility and maximize profitability. Check out our other case studies and resources to learn more about what we do, and schedule your free demo here
