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How A Small HVAC Contractor Leveraged FIELDBOSS During the Worst of the Pandemic


The Company – Climatech Inc

Headquartered in Brampton, Ontario, Climatech Inc is a full-service HVAC/R Service Company that provides maintenance, demand service, design/build, renewals, new installation and 24x7x365 emergency service to commercial, vertical multi-residential, industrial and institutional clients. Climatech Inc. has been proudly serving the GTA and the golden horseshoe (Hamilton to Oshawa to Barrie) of Southern Ontario since 1985. They have always taken great pride in delivering exceptional service to their customers and live by their motto “Prompt Professional Service you can Trust”.


The Shutdown

When the world shut down due to the Coronavirus in mid-March, many businesses struggled to stay afloat. However, this was not the case for Climatech. Climatech recently reached out to us to let us know how FIELDBOSS helped them thrive during the pandemic shutdown.


How FIELDBOSS Did the Heavy Lifting to Help Us Stay Busy During the Pandemic

On March 22nd, when the Ontario government instituted COVID mandated lockdowns, our business phones stopped ringing. With people not going into buildings, our primary source of revenue, which was on demand service calls, ground to a halt.

It did not take long for us to realize that FIELDBOSS could help keep our business functioning. Instead of waiting for our phone to ring and customers to come to us, we started gaining new business by sending out quotes and estimates faster. Our technicians did not need to visit the site first because they had all the necessary information at their fingertips…. right on their mobile device. By using the recommendation field request and then leveraging opportunity and activity management, we were able to convert the field recommendations directly into quotes that were emailed out as PDF's to our customers who were all working from home. With people not having many options to go anywhere, they seemed to have more time to properly consider preventive maintenance and they responded by emailing us purchase order numbers.

All of this translated to our field technician’s utilization rates meeting or exceeding what we were experiencing before the lockdown, which lasted around 7 to 8 weeks. Another sliver lining was that while most technicians quickly learned the FIELDBOSS field request mobile capabilities, we were able to identify those who were not measuring up with their recommendations rate and help get them up to speed.

As the lockdown eased up, we met with FIELDBOSS to discuss next steps in upgrading to the new version 4.0, as well as to learn how else we can leverage FIELDBOSS to get more out of the resources we already have.

If you would like to learn how FIELDBOSS can help your company through challenging times, contact us and we would be happy to arrange a free demo tailored to your specific issues.


Field Request Screenshots


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