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Sage Service Operations – Viking Controls Co.

Proven software platforms and functionality.

Sage Service Operations Success Story – Viking Controls Co.

 We appreciate the quicker turn-around time for processing paperwork after a service call that Sage Service Operations has made possible, which in turn allows us to issue bills sooner and shorten the time between providing the service and receiving payment.

Laura Robbins
Office Manager, Viking Controls Company

Sage Service Operations Success Story – Viking Controls Co.

 We appreciate the quicker turn-around time for processing paperwork after a service call that Sage Service Operations has made possible, which in turn allows us to issue bills sooner and shorten the time between providing the service and receiving payment.

Laura Robbins
Office Manager, Viking Controls Company

Challenge

Viking Controls, Inc., a distributor and a commercial energy management and control systems contractor, was contending with field communication inefficiencies and data redundancies within its cost management and service work order operations, and sought a technology solution that would address these issues and provide a platform that would enable them to streamline their operations, grow their business and deliver a higher level of client service.

Solution

Viking Controls implemented the Sage 300 Construction and Real Estate and Service Operations suite of applications, providing the company with a platform for improved management reporting and operational efficiency. Sage’s cost accounting and project management software gave Viking the ability to manage larger projects and increase visibility into project performance against budgets.

Results

Viking was able to save time by reducing the need for “re-work” by improving its accuracy when entering project data, thanks to real-time availability to work order histories and new service requests. In addition, the cloud-based deployment model for Sage Service Operations means field crews could update client work as it was completed instead of waiting to return to the home office, allowing accounting teams to bill for completed work more quickly and improve cash flow.

The Full Story

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Sage Service Operations – Aero Mechanical Co.

Proven software platforms and functionality.

A Sage Service Operations Success Story – Aero Mechanical Company

 Our workflow has improved, bills are going out faster than before and we’re getting paid quicker – and much of that can be attributed to Sage Service Operations.

Mike Machado
Vice President Of Finance, Aero Mechanical Co.

A Sage Service Operations Success Story – Aero Mechanical Company

 Our workflow has improved, bills are going out faster than before and we’re getting paid quicker – and much of that can be attributed to Sage Service Operations.

Mike Machado
Vice President Of Finance, Aero Mechanical Co.

Challenge

As Aero Mechanical began to grow, it became obvious that the old way of doing things wasn’t working: the firm was losing time and revenue due to manual processes for collecting service work data and filling out time sheets by hand. The company required a more robust accounting solution that could support its ongoing growth and integrate with Aero’s Sage 100 Contractor solution.

Solution

Working with United Solutions Group, Aero Mechanical chose Sage Service Operations to provide the seamless Sage 100 Contractor integration capabilities they desired while also bridging the gap between the teams in the field and the accounting staff in the office. Sage Service Operations improves communications across the organization and expedites the time it takes to complete administrative tasks.

Results

Aero Mechanical has significantly reduced the time it takes for service technicians to complete timesheets, increasing their responsiveness to customer needs, which enabled its accounting team to reduce the turnaround time for processing invoices. As an added bonus, Aero Mechanical’s service department has gone completely paperless.

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Sage Service Operations – Cox Engineering Company

Proven software platforms and functionality.

A Sage Service Operations Success Story – Cox Engineering Company

 Our employees have truly embraced the solution and it would prove challenging to have them ever return to creating paper-based work order.

John Canavan
President, Cox Engineering Services Co.

A Sage Service Operations Success Story – Cox Engineering Company

 Our employees have truly embraced the solution and it would prove challenging to have them ever return to creating paper-based work order.

John Canavan
President, Cox Engineering Services Co.

Challenge

Select the best software to simultaneously enhance communication among field teams while also accelerating billing cycles and cutting down on administrative backlogs.

Solution

Sage Service Operations integrates with Sage 300 Construction and Real Estate to offer a cloud-based field service solution that improves communication between office staff and field teams while also drastically reducing the time it takes to perform critical accounting tasks.

Results

Cox Engineering can now accomplish key business objectives in real-time while increasing efficiency among field teams and enabling accounting teams to issue invoices significantly faster.

The Full Story

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.”

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