By unifying Waibel’s construction projects and service work onto a single system, we provided complete visibility into their entire service operations. This effort enabled them to improve collaboration between departments, allowing for better utilization of their resources, and scale their business.
Waibel Energy Systems is a mechanical HVAC services company from Dayton, Ohio, and has over 200 contracts and 200 projects, and over 250 open calls at any given time. They have been providing HVAC installations and repair services for over 50 years.
Commercial HVAC
Ohio
120+
200+
Waibel’s legacy systems created a disconnected environment, separating their installation teams from their service teams. This separation meant the two teams couldn’t collaborate together, limiting resource utilization, as staff had no visibility into what the other side of the business was doing, while also preventing Waibel from effectively tracking revenue across both departments. As the business scaled, they needed a system that would have their entire business working together.
“We perform services on existing equipment as well as construction project work, and those two worlds were written separately and handled separately in the previous system. If you weren’t talking to the right person you wouldn’t be able to get the information you were looking for. When we do our construction projects, those didn’t play nice with our services organization and we have technicians that go back and forth between those organizations.” — Mike Cooper, Director of Information Technology for Waibel
We deployed our field service software and combined Waibel’s project installation side of the business with their service side. Now the two sides are sharing information, and technicians can get information on both sides of the business from one source. Everything from revenue to technician utilization is unified, allowing Waibel to reduce communication problems between both sides of the business and schedule their technicians as one unit, rather than being separated by specific sides of the business.
“It’s one of the big pluses for us with the merge, in that we’re able to operate all out of a single piece of software and we can schedule resources across those modules and report off that pretty easily. It’s less confusing for our field technicians. They don’t have to worry about learning multiple interfaces to enter their time. They do what they’re supposed to do and they can focus more on getting the job done with less paperwork.” — Mike Cooper, Director of Information Technology for Waibel
Waibel experienced a drastic reduction in invoice processing time to customers with a more efficient process. Technicians are completing work orders, regardless of the type of job, on their mobile app, capturing time, and collecting a signature, which is eliminating manual data entry for invoices, helping to turnaround billing faster. Less time is now spent in the office troubleshooting and dispatching, and technicians can just focus on the work they are doing.
“Internally it has smoothed out our operation. It allows us to work in a more unified manner. It allows us to report on the information around our operation more consistently and more reliably than we were able to do before.” — Mike Cooper, Director of Information Technology for Waibel
Manage every job from break/fix to installation project, and better utilize your technicians.
