In the past, Mesa Energy Systems, located here, had automated processes such as accounting, billing, work scheduling, and dispatch operations to provide greater efficiency in the office. Yet, the company still needed to improve the performance of its field technicians to increase its competitive edge. Mesa wanted to find solutions for some common problems that plague most field service companies:
Bob Lake, chief operating officer at Mesa, summarized the problem: “We had multiple back-office systems that created reports, but did not integrate with field operations. It seemed we were spending hundreds of thousands of dollars not to communicate.
FieldCentrix integrated three innovative technologies — handheld computers, wireless data communications, and the Internet. The solution provides constant, real-time communication among the Mesa field technicians, office personnel, and customers. The system is designed to allow a fast, accurate exchange of information, and eliminates the delays and errors of radio and phone communication.
Three components of the Enterprise suite of application software were installed at Mesa: FX Mobile® for the technician; FX Service Center® for branch and central office operations; and FX Foundation® for the underlying database, security, and infrastructure.
Each field technician begins the day by powering up a handheld computer running a Microsoft® Windows® CE operating system, wireless data communications, and the FX Mobile software. FX Mobile displays any messages that have been sent to the technician.
The day’s work schedule is provided, including electronic work orders and equipment inventory by job site. The handheld computer also contains street map directions to all job sites.
When the work is complete, the field technician captures the customer’s acceptance signature electronically. The work order is closed and forwarded immediately to the branch office for invoicing. Before closing out the work order, the FieldCentrix system automatically prompts the field technician to enter additional service opportunities for the job site. These are immediately transmitted to the inside sales manager who generates proposals for new work, usually responding to a customer that same day.
Information on the job site, equipment, job history, and preventive maintenance schedules are all available to the technician at the press of a few keys. This eliminates telephone calls to the dispatcher asking for someone to look in the file cabinet for the information, and then read it to the technician over the phone.
Every part of the process is time-stamped, and the technician’s time sheet is electronically updated. The technician is quickly on the way to the next call.
Back at the office, FX Service Center software provides dispatchers and management with complete knowledge of service actions and their status. Electronic work orders provide the basis to invoice customers the same day service is performed, without the manual delays of matching paper. Electronic time sheets are automatically matched with work orders, and the need for paper is eliminated. And, because every part of the work process is continually updated, a dispatcher can immediately answer customer inquiries with up-to-the-minute status of a job without having the technician stop work.
What’s the reaction of Mesa’s field force to the new system? “Our technicians love the system. The software is very easy to learn and to use. The Windows environment is a piece of cake,” said Lake.
Before the change, work orders had to be manually closed before billing could occur. Half of all jobs that could have been invoiced were waiting to be processed, said Lake. Today, customers electronically sign work orders at the site and the information is sent automatically to accounting and billed the same or next day.
“Service companies run and die on cash flow. You can’t bill for work until a job is closed. Before, jobs often took weeks to close and for us to be able to bill the customer. Now jobs are closed onsite and we can invoice within a day or two,” said Feyrer.
Also, time sheet processing was a manual, paper-based process. Now that data is automatically accumulated and processed by the system, one day a week of a dispatcher’s time is saved, technicians make one less trip to the branch office each week, and reconciliation errors for time sheets have been eliminated.
While every customer will have its own calculation for return on investment, the typical company will see a payback within nine months, according to FieldCentrix. Because the software automatically prompts the technician to record additional service opportunities, the number of new service quotes generated per month has tripled at Mesa, according to Feyrer. Turnaround time to deliver a bid has dropped from five days to one. As a result, the value of new business produced per field technician has increased from $100 a month per technician to $2,000 a month.
“The recommended repairs feature has had a tremendous impact on our profitability. It paid for the system by itself,” said Lake.
Mesa was also able to enter the national retail chain market and make $2 million in new revenue (on an $8.5 million base). In the eyes of Lake, this was a direct result of FieldCentrix’s ability to speed up the timeliness and the quality of information (completed work orders and invoices) demanded by retail customers.
A key benefit of the new system is its ability to create a central knowledge base of information. Besides instant access to job site and equipment history, Mesa found they could use the database as a way to permanently capture service tips from the more seasoned professionals and make them available on the handheld computer to all technicians. These “quick tips” are used as a training tool for new and less experienced technicians and allow Mesa to provide a more consistent level of service to its customers.
With the new system, Mesa is also able to distribute safety bulletins electronically to all technicians, keeping employees safer and minimizing possible liability in case of accidents.
Publication date: 01/07/2002