HVAC Service looking to Streamline Work Orders
A mid-level HVAC service gave Revalate 3 months to simplify and cut wasted time on technician notes for client work order and speed up invoicing – and we did it!
Primary pain point(s)
Our client wasn’t using their software to its full potential and note-taking became a time-draining process. Employees struggled with learning the software, taking productivity by the throat and squeezing. On top of that, technicians spent about 25 minutes on note-taking for each work order, crushing service efficiency. Implementing tailored software with an AI note-taking tool resolved these issues, boosting overall operational efficiency.
Goals and objectives
- Dramatic reduction in time spent on work order documentation.
- Enhance employee engagement and use new tools.
How Revalate helped
Significantly reducing work order documentation time for the HVAC service was game changing for our HVAC client – enhancing software usability and ROI were the cherries on top! Our solution boosted employee engagement and usability exponentially, leading to better customer satisfaction and invoicing speed through efficient and accurate documentation.
Outcome
By integrating their existing software and streamlining workflows with a custom AI app, service technician note-taking became simple. This led to saving 20 minutes per document or an eye-opening 43%. This sped up invoicing, boosting cash flow from Accounts Receivable.