North Mechanical needed a flexible solution to expand their service operations without sacrificing their existing accounting system, CMiC. By integrating our field service software with CMiC, they gained the best of both worlds, a field service software with the functionality to scale their service business, while maintaining CMiC as their accounting and ERP solution.
North Mechanical Services is a contracting and construction services company, specializing in HVAC, refrigeration, controls, and plumbing. With a 40-year history of handling large-scale Indiana projects, they needed a solution to efficiently manage
Commercial Construction
Indiana
North Mechanical explored options to go with an all-in-one software, but they found they would be sacrificing functionality either by giving up functions on their accounting side, or not getting as many features on the service side. With CMiC acting as their accounting software, they required a service solution that would give them a flexible and tailored system that could meet their growing demands.
“We weren’t willing to settle and wanted the best of both worlds. Not only from a robust accounting software that has everything and anything you need from accounts receivable, payroll, accounts payable, project management and everything within the standard functioning of CMiC, but, we also wanted the nimble, extremely flexible, highly customizable software a service company needs because we never really know what our clients are going to demand of us“. — Hannah Peacock, Business Process Coordinator, North Mechanical Service
We deployed our field service software and integrated it with CMiC, giving North Mechanical a seamless workflow between two systems. Fieldpoint handles all the service-specific requirements, including construction projects, contracts, scheduling, and dispatch, while CMiC maintains financial data and customer information. This integration eliminated all manual invoice generation and redundant data entry, reduced errors, and saved valuable time across the business. Invoicing data was automatically transferred from Fieldpoint to CMiC, significantly improving billing accuracy and efficiency. It also required less training across their organization, as specific people worked in single systems that shared information between the two software systems due to the integration.
“It was sometimes duplicate, triplicate and sometimes quadruplicate data entry when we were working offline in our spreadsheets as well. Through the integration, we automated that process which reduced our auditing times, which goes back to our time savings, which everyone hopes to get from an integration.” — Hannah Peacock, Business Process Coordinator, North Mechanical Service
With the integration in place, North Mechanical significantly reduced manual data entry, gaining more time back for field technicians and back office staff. Real-time data from the field provided new visibility into their service department that enabled them to take immediate action. They were now able to see if jobs were taking too long, and could adjust schedules to dispatch additional technicians to complete service work.
North Mechanical also capitalized on Fieldpoint’s flexibility to tailor the software to their specific needs. As data collection needs changed, they were able to create custom fields, views, and workflows that efficiently captured and managed essential business data. This was a critical function as their service operation expanded.
“It was just hands-down a great way to go for us to an integrated platform than an all-in-one. I got hands-on training with Fieldpoint where you can create your own fields, put them on the form and make them visible and immediately save data. It takes minutes. It’s such a quick and easy way to control your data because you just never know what you are going to need to capture tomorrow. Everything is out-of-the-box in both programs, so with everything on either side of the house, both users can get the benefit of all that information.” — Hannah Peacock, Business Process Coordinator, North Mechanical Service
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