Nwestco’s legacy field service systems struggled to keep pace with their growing service demands. As the company added more complex installation projects and service requirements, they needed to move to a field service software to help overcome these challenges and scale their operation with a software that had a wide range of functionality, and the capability to integrate with their large ERP system.
Nwestco is a design, permit, construction, and maintenance company, offering turnkey construction of petroleum equipment, and other commercial construction projects such as car washes, automotive lifts, and fueling systems for regional airports. With over 25 years in service, they have completed thousands of service calls, and hundreds of projects in six states across the western United States.
Commercial Machinery
Western United States
478
32,580+
Nwestco’s one-man IT team needed a cloud-based solution to replace the mixture of three different solutions they were using to conduct their business. Along with QuickBooks as their accounting software, they were using an inventory management system, and a file maker designed in-house, to run their service operations. To support their growing service needs, they required a more comprehensive purchasing and accounting integration that would reduce manual duplicate-data entry, as well as a project management and service delivery solution.
“We outgrew QuickBooks because of the size of our company, and that’s when we looked at NetSuite. One of the weak points was that all invoices had to be entered manually into QuickBooks.” — Dave Vanderploeg, Director of IT and Operations with Nwestco
Our deployment integrated our field service software with NetSuite to support Nwestco’s transition to a larger ERP. The integration replaced the outdated inventory management system, and gave technicians a real-time look at inventory levels through Fieldpoint. The integration also provided workflows that would eliminate redundant manual data entry which helped reduce the hours spent inputting information manually to create invoices.
Nwestco also utilized our field service mobile app, which helped improve technician productivity by eliminating manual timesheet entry. Technicians would capture billable hours and customer signatures for work orders sent directly to them on the app, and those hours would transfer to the timesheet in Fieldpoint.
“They’re not double entering anything. They’re entering what they did on-site, and that’s building their timesheet. Their timesheet then goes over to payroll. They are also recording inventory, so the time they record goes over and builds their pay.” — Dave Vanderploeg, Director of IT and Operations with Nwestco
By using the mobile app, technicians receive a list of work orders to their mobile device, and they can prioritize the service they need to provide, with all the information they need for those service calls available to them. The ability to record billable time, inventory, and customer signatures has eliminated manual timesheet entry and administrative data entry, saving hours of time between the technicians and accountants to produce payroll and invoices.
“We’ve built in technician efficiency. We can take a look at our technicians and see how much time they’re spending working billable hours and how much time we can’t bill for them.” — Dave Vanderploeg, Director of IT and Operations with Nwestco
Manage every job from break/fix to installation project, and better utilize your technicians.
