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TD Mottley | General Manager
Justin Dennis | Owner
The Struggle
They were ready to move on from paper and a “homemade” system, but the switch felt risky. The team worried about losing access to information, migrating a massive amount of history (10 years of data). Their previous process was slow and repetitive, with redundancies, missed details, and an Excel-style view that made it hard to work call-by-call or quickly reassign technicians.
Results
The switch ended up being far easier than expected, and the custom setup made the system simple to use and easy to adjust. They gained a cleaner, call-by-call view of work, faster scheduling, and technicians could focus only on their own jobs instead of being overwhelmed by everything in the queue. Time was freed up by eliminating double-checking and rework. Ongoing tweaks were handled without surprise upcharges, which built trust.
You’ve invested in software only to feel stuck and let down - this guide helps you finally get the perfect fit.
This process is far easier than you could ever imagine. Don't be fearful.
Customization made it very simple. It freed up a lot of time for us.
It made our [techs] lives easier. We continue to customize.
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