Sage Service Operations Success Story – Viking Controls Co.

Laura Robbins
Office Manager, Viking Controls Company

Laura Robbins
Office Manager, Viking Controls Company

A Sage Service Operations Success Story – Aero Mechanical Company

Mike Machado
Vice President Of Finance, Aero Mechanical Co.

Mike Machado
Vice President Of Finance, Aero Mechanical Co.

A Sage Service Operations Success Story – Cox Engineering Company

John Canavan
President, Cox Engineering Services Co.

John Canavan
President, Cox Engineering Services Co.

Cox Engineering Relies on Sage Service Operations to Improve Billing Cycles and Field Communications

Cox Engineering Company is a Greater Boston-based , full-service, commercial HVAC solutions provider. The firm relies on Sage Service Operations to enhance reporting from its field team in real time, while also accelerating its internal billing processes. “The rapid adoption of Sage Service Operations by Cox’s employees demonstrates its ease of use and the impact of its improvements,” notes John Canavan, president of Cox Engineering Services Co. “Everyone is now operating on the wireless solution, and they have all said they would never want to go back to paper reports.”

Sage Service Operations: A Must-Have for Cox Engineering’s Mobile Workforce

Cox wanted to find a new way to bridge the gap between data collection from the field and billing output by internal office staff. The existing method was cumbersome and a highly manual process, with Monday mornings serving as a designated drop-off day for paperwork from the field. This led to additional processing time for reviewing and coding. “We found ourselves having to wait upwards of ten days in most instances before we could even begin to get a bill out the door,” notes Canavan. With Sage Service Operations deployed in concert with Sage 300 Construction & Real Estate Service Management software (formerly Sage Timberline Office), Cox can now bill out a completed work order in the same day, dramatically reducing the time spent collecting invoices and processing paperwork. As a result, the company has regained a minimum of 18 additional billable hours per week, representing an annual increase of at least 936 hours of productivity. “Previously, it would take 2 ½ to 3 days to process payroll service reports, code them, and scan all documents into our server in order to prepare them for sorting and billing,” says Canavan. “Now, we process the payroll in 5 to 6 hours, and all of that information is digitally stored and archived, ready to be invoiced to our clients.”

Sage Service Operations has also enabled Cox to achieve significant environmental benefits by eliminating the need for paperwork drop-offs on Monday mornings. Overall, this translates to better value for the customer, who benefits from the improved productivity and more detailed exchange of information, thanks to the innovative digital service report generated by Sage Service Operations.

Understanding the Path to Successful Technology Implementation: United Solutions Delivers for Cox Engineering

By understanding the infrastructure it already had in place, United Solutions could recommend a solution that delivered on objectives without upsetting Cox’s internal programs. Sage Service Operations interfaced seamlessly with Cox’s existing accounting software, effectively creating a turnkey wireless solution with minimal disruption. “In evaluating Cox’s most critical needs, especially as it pertained to enhancing mobility among its workforce, the IFSCore Sage Service Operations solution was the obvious answer,” notes Greg Kirshe, principal of USI. “The software-as-a-service deployment model was ideal for their needs, especially because it enabled on-the-go business reporting.”

USI and IFSCore had Canavan’s team up and running almost immediately, and helped minimize the challenges associated with launching a new application. According to Canavan, “Overall, it has been a very positive experience with minor obstacles, and we have been able to deliver a high level of service to our clients while getting information to our field teams in real time. Our employees have truly embraced the solution, and it would prove challenging to have them ever return to creating paper-based work orders.”