Field Service Management Success Stories: How Companies in 2025 Industries Drive Results

Route4Me helped Organicycle LLC improve waste collection in Michigan. Organicycle needed to... grow from 30 to 400 stops a day while keeping good service. Before Route4Me, route planning took hours and was done by the owner. Now, drivers use Route4Me to plan routes, saving time and letting the owner focus on business growth. Organicycle can now expand to more areas and aims to reach 1,000 stops a day.
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LPR Energy GmbH uses Asolvi's FSM software to support grid operators and utilities in the energy sector. The company manages... over 300,000 service calls each year, covering electricity, gas, water, and heat. With 160 employees, they need reliable and precise solutions. Asolvi helps LPR Energy maintain high standards in meter management and infrastructure maintenance.
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GorillaDesk helped Next Generation Pest Control reduce admin costs and human errors. The company used... GorillaDesk to automate invoicing, reminders, and paperwork. This made their business more efficient and improved customer service. Mitch, the owner, saw immediate value in the software's automated features. The company now has almost 2400 active customers and over $700k in annual revenue.
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Ameriobet uses SmartServ to protect user data and ensure privacy. The platform uses... encryption to keep personal and financial information safe during transactions. Two-factor authentication adds another layer of security for account access. Ameriobet follows strict privacy policies and stores data on secure servers. Customer support and security reports help users resolve issues quickly and build trust.
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Loc8 asset and fault management software helped a multinational resources corporation manage its iron ore supply chain in Australia. The company needed... a way to track thousands of locomotive and ore car assets and handle damage management. Loc8 integrated with existing rail management systems to provide real-time monitoring and repair tracking for nearly 400,000 assets and components. The solution improved asset availability and reduced downtime. Loc8 enabled continuous, 24/7 operations for one of the world's largest mining rail networks.
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AroFlo helped KAT Electrical manage projects and financial admin as their business grew. Before AroFlo, the... team struggled with paperwork and relied on a virtual assistant for admin. After switching to AroFlo, they saw a 25% increase in revenue and staff productivity. Invoicing turnaround improved by 80%, and time spent on field paperwork was cut in half. AroFlo's features and support made business operations easier and more efficient for KAT Electrical.
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FieldEx helped Agri Sumber Prestari fix problems with manual data entry and slow processes. The company had... issues with data integrity, tracking, and monitoring. FieldEx replaced paper log books and manual systems with digital tools. This made it easier to track attendance, equipment, and work programs. Agri Sumber Prestari saw a 600% return on investment after using FieldEx. The company improved efficiency and reduced errors in daily operations.
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EyeOnTask field service software helped Water & Drainage Services LLC in Cape Town automate their field operations. The company faced... challenges with tracking field staff, creating on-site quotes, and integrating with QuickBooks. EyeOnTask provided real-time location tracking, automated payroll, and digital job cards. The company saw a 3x faster payment cycle and a 25% increase in productivity. Employees found the software easy to use after brief training.
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Frontu helped Alwark move from manual paperwork to digital field service management. Alwark faced problems... with managing field workers and equipment by hand. They also struggled with limited KPIs and poor communication between teams. Frontu provided a tailored solution that automated most FSM operations. Alwark saw big improvements in efficiency and team benefits after using Frontu.
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Johnson Controls, Inc. (JCI) uses the... Corrigo platform to manage industrial work orders efficiently. The main challenge was keeping employees trained in a heavily transactional facility management environment. Corrigo helps filter and track work orders, ensuring they are directed correctly. Weekly calls with JLL teams help track work order progress. The platform's tracking capabilities and online training at JLLT University are highly valued by JCI.
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IFS Success helps ACCO with support. Gabe Cortina shares... how the program helps their team. ACCO uses IFS Cloud to improve their work. The support from IFS Success makes their job easier. ACCO benefits from better service and help from IFS.
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mHelpDesk helped Alpine Refrigeration move from paper tickets and Google Calendar to a single, easy-to-use tool. The team now... manages estimates, work orders, dispatching, and invoicing all in mHelpDesk. Invoicing time dropped to less than 2 minutes per customer. The software integrates with QuickBooks and supports both web and mobile access. Alpine Refrigeration saves time and money on every job.
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ServiceTrade helped ASSC improve customer experience and efficiency. ASSC wanted better... communication and faster service for their customers. With ServiceTrade, customers get real-time updates and can approve quotes online. ASSC saw faster billing and better reporting. In just eight months, ASSC improved customer communication and business speed.
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ER Certification is an auditing company for the window and door industry. They had problems... with paper forms and Excel, which caused delays and errors. As their business grew, these old methods made work harder. They chose Husky Intelligence to help. Now, auditors can do audits on-site and send data right away. All customer and audit data is stored in one place. Scheduling is easier and there are fewer mistakes. The team works faster and more accurately.
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Zuper Customer Portal helps Skyline Cleaning Services improve communication between office staff and frontline workers. The portal gives... customers direct control and visibility into their scheduled jobs. Customers can track job status, approve quotes, and make payments online. This leads to a more consistent and quality service experience. The CEO says the portal replicates seamless internal communication with customers.
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FieldEZ, a mobile workforce management solution, helped a leading Indian IT hardware manufacturer improve field engineer productivity. The company faced... challenges with a legacy system, low SLA compliance, and high costs. FieldEZ provided real-time visibility, workflow customization, and seamless CRM integration. SLA compliance rose from 30% to over 95% in two years. The company saw a 10% increase in volumes handled and a 25% improvement in field force utilization.
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ServiceM8 helped ADAZ Electrical improve job management and time tracking. The app lets... them invoice clients on site and track job status easily. Staff spend less time on admin and more time working. ServiceM8 integrates with their accounting software. No jobs are forgotten and invoices are sent faster. ADAZ Electrical recommends ServiceM8 for better business control.
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BlueFolder helped Pronto Gym Services improve communication and manage gym equipment service orders. Pronto Gym needed... better asset management and easier scheduling. With BlueFolder, they set up work order templates, tracked assets, and managed contracts. The software made it easy to send updates and attach photos to work orders. Pronto Gym grew revenue and saved on administrative costs by using BlueFolder.
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ReachOut helped Idaho Backflow save two hours of work each day. The company used... to rely on paper forms and Google Calendar, which made scheduling and reporting slow and hard. With ReachOut’s digital forms and scheduling tools, the team now works faster and avoids data entry mistakes. Auto-populated reports and better scheduling help them serve customers on time. Idaho Backflow uses features like inspection management, ticket management, and asset management to run their business more efficiently.
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SiteCapture helped EMPWR Solar cut financing approval time from 22 days to 9 days. The company used... SiteCapture to improve job site documentation and quality control. Quality control time dropped from 1.5 hours to 30 minutes per install. First-time approval rates doubled from 40% to 85%. EMPWR Solar also reduced unnecessary truck rolls, saving costs and boosting profits.
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Fergus helped Cable Systems grow from a small business with 3 staff to a medium-sized company. The platform gave... Ben, the owner, better control and insight into his business. Fergus made it easy to track profit per job and spot under-quoting issues, which improved profitability. The system allowed the team to expand, diversify, and increase confidence in taking business risks. Ben credits Fergus for enabling him to work on the business, not just in it.
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FC Bayern faced challenges with time-consuming and manual HR processes. They used SAP... SuccessFactors HCM to transition their HR processes to the cloud, optimizing functions like employee self-services and recruiting. This allowed employees to access data securely and streamline tasks. Additionally, SAP Sports One helped in managing player health and performance. The introduction of SAP Customer Checkout improved the fan experience at Allianz Arena by enabling mobile orders. FC Bayern also consolidated fan data from 52 systems to enhance marketing campaigns.
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American Scale had problems with an old paper-based system. Work orders were... slow and billing was often delayed by a month. They wanted a system that could grow with their business. They chose ServMan for its customizability and good reviews from similar companies. ServMan let them switch to digital work orders and made records easy to access. This helped new hires learn faster and improved productivity and efficiency.
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American Scale had problems with an old paper-based system. Work orders were... slow and billing was often delayed by a month. They wanted a system that could grow with their business. They chose ServMan for its customizability and good reviews from similar companies. ServMan let them switch to digital work orders and made records easy to access. This helped new hires learn faster and improved productivity and efficiency.
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American Scale had problems with an old paper-based system. Work orders were... slow and billing was often delayed by a month. They wanted a system that could grow with their business. They chose ServMan for its customizability and good reviews from similar companies. ServMan let them switch to digital work orders and made records easy to access. This helped new hires learn faster and improved productivity and efficiency.
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Camping World faced challenges with its call centers, especially during the COVID-19 pandemic, leading to long wait times and inefficiencies. To address this,... they partnered with IBM to implement a cognitive AI tool, IBM watsonx Assistant, to modernize their contact centers. This solution improved agent efficiency by 33% and reduced wait times to 33 seconds. Customer engagement increased by 40%, and the virtual assistant, Arvee, helped manage customer inquiries more effectively, especially after hours.
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Ascora helps businesses manage customers, jobs, quotes, and invoices in one place. The platform offers... features like quoting, job scheduling, invoicing, and real-time reporting. A customer says Ascora has been a massive part of their journey and helped them grow. The software is easy to use and works on any device. It helps businesses stay organized and efficient.
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DispatchTrack helped Metal Sales Manufacturing improve delivery planning and routing. The company manages... 21 branches with different inventories and fleets. DispatchTrack’s AI-powered routing made route planning easier and more accurate. The team integrated DispatchTrack with their NetSuite ERP for better delivery coordination. Drivers use the DispatchTrack mobile app for on-site tasks. This solution helps Metal Sales Manufacturing meet customer demands and stay competitive.
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Hellotracks helped Entrusted improve their field operations. Before using Hellotracks,... Entrusted used two mapping systems and had inefficient routes. With Hellotracks, they combined job and location tracking in one system. This made it easier to manage jobs and team members. Entrusted saved time, reduced mistakes, and became more efficient. The team now closes jobs faster and saves money on driving costs.
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Workiz helped Air Conditioning Guys cut office staff from five to two, reducing payroll costs by 60%. The HVAC business... automated 20 custom workflows, review requests, and estimate follow-ups. This saved 110 hours per week and led to almost 350 customer reviews. Workiz replaced manual processes with automations and integrated phone features. The company now delivers better service with fewer staff and more control.
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Commusoft helped Heavenly Cool Appliance Repair move from paper-based dispatching to digital job management. The company used... to rely on carbon copies and manual scheduling, which slowed down operations. With Commusoft, they now track technician productivity, optimize job scheduling, and use real-time vehicle tracking. The parts management feature lets technicians start their day from home and reduces trips to the warehouse. This has led to faster repair completion and more jobs handled each day.
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BidClips helps Mosquito Joe of Metro East Illinois give more accurate quotes. The service request... form lets customers send photos and videos, making quotes faster and clearer. BidClips' text messaging and online portal boost sales conversion rates. The Google Maps integration helps measure job areas for better estimates. Support from BidClips is fast and helpful. Communication and quoting are now easier and more accurate for both staff and customers.
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ServiceMonster helped ProShine SoftWash manage business growth. Pete Happy started... with one truck and simple tools. As the company grew, scheduling and job management became hard. ServiceMonster made scheduling easy and kept all customer info in one place. Employees could see job history and attach photos from the field. ServiceMonster automated marketing with drip campaigns and direct mail, saving time and making follow-ups easy.
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Arborgold software helped Arborscapes manage their Plant Health Care Division. Before Arborgold, Arborscapes... used generic tools and handwritten proposals. They needed better ways to track teams, schedule work, and manage renewals. With Arborgold, they built a CRM, improved scheduling, and streamlined billing. Over thirteen years, Arborscapes saw a 900% increase in sales using Arborgold.
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BookingKoala helped King of Maids grow fast. The company started... with $6,000 and no outside funding. Using BookingKoala's cleaning business software, King of Maids reached over $5,000,000 in revenue in just 3 years. The software made operations easier and improved the brand. The platform was later redesigned for other service businesses.
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A-1 Locksmith provides commercial and automotive security solutions. When COVID-19 disrupted... their business, they needed to adapt quickly. They used Service Fusion’s SaaS solutions to keep their operations running. They added no-contact invoices, a mobile app for field technicians, and automated reminders. These changes helped them stay efficient and keep their revenue steady during uncertain times.
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Repair-CRM helped Grover's Home Services move from manual to digital work orders. The company struggled... with lost paperwork, missed appointments, and wasted time. Repair-CRM offered real-time updates, GPS tracking, and QuickBooks integration. The digital system cut work order processing time by 80%. Grover's Home Services now saves about $4,000 each month and 200 hours of staff time.
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Maria Green wanted to start a maid service business. She looked at... joining a franchise, starting on her own, or hiring a consultant. She chose to learn on her own and bought a package with tools, videos, books, and software. The package also included some free consulting. Maria focused on giving great service and using networking to get new clients.
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BiznusSoft Field Service helped Bay State Textiles and PR Textile Recycling move from paper-based workflows to a 100% digital, mobile-first system. Drivers now use... tablets for real-time data capture, eliminating manual entry and errors. Geofencing and automated reporting improved driver accountability and inventory control. QuickBooks integration streamlined invoicing and financial reconciliation. The Salesforce-native platform supports future growth and customization.
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Flobot helped Rob Barney's property services company manage rapid growth. The company struggled... with paperwork and disorganized systems as it expanded to 50 contractors and 8 office staff. After failing to find a suitable software, they built a custom system called Datanet, which evolved into Flobot. The software automated scheduling, invoicing, and customer management. This allowed the business to expand without hiring more office staff. Over 100 businesses later adopted the system, improving their daily operations.
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Azuga Fleet Tracking helped All-Lift, a Canadian forklift service company, improve billing accuracy and vehicle tracking. The company struggled... to track its growing fleet and ensure accurate service billing. With Azuga, All-Lift now bills based on actual technician time, building trust with customers. The solution supports their rapid growth and streamlines fleet management. Azuga's GPS fleet tracking and telematics tools are central to their operations.
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Raken helped Acme Construction improve daily reporting and project visibility. Before Raken, Acme... used manual reports that lacked detail. With Raken, they now create detailed daily reports with photos. This gives better transparency and helps track project progress. Integrations with Sage Intacct, Sage 300, Autodesk Build, and TrueLook save time and reduce duplicate data entry. Project creation and cost code management are now easier for the team.
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OptimoRoute helped Crash of Rhinos Painting cut scheduling workload by 125 hours per year. The company reduced... team travel by 3,000 miles yearly and saved $7,500 annually. Proposal productivity grew from 30 to 80 quotes a week with half the staff. The software made scheduling easy and let the team cover more jobs. Customers liked the real-time tracking and notifications. The owner praised OptimoRoute's customer service and ongoing improvements.
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vWork helped A1 Kiwi Cutters & Drillers move from paper-based job management to a digital platform. The company needed... to improve efficiency and speed up invoicing. vWork digitized their processes, reduced paperwork, and made invoicing faster. This led to better cash flow, prompt payments, and improved hazard management. Staff adapted quickly, and the business reduced its environmental impact.
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FieldAccess by FieldConnect helped KDC Construction replace paper time cards with a mobile solution. KDC integrated FieldAccess... with Sage 300 Construction & Real Estate. This change saved $4400 per week by cutting manual time entry and manager reconciliation. The company also saved time and money by removing manual payroll data entry. KDC expanded their team, hiring four more technicians after using FieldAccess.
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Job4Site helped Shackelford Heating and Cooling manage their service business. Shackelford is a... family-owned company near Madison, Wisconsin. They focus on replacements, service, and new construction for homes. Their technicians have over 20 years of experience. They aim to deliver high quality at fair prices. Job4Site supports their work and customer service.
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ServiceTitan helps Cobalt Service Partners connect 12 businesses across the U. S. Cobalt uses...ServiceTitan to streamline operations and manage projects. The software supports growth and standardizes processes for commercial contractors. Cobalt values ServiceTitan’s ability to handle complex rollouts and drive collaboration. The partnership aims to improve efficiency and create a connected experience for all locations. Cobalt calls ServiceTitan the backbone of their tech stack.
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ServiceTitan helps Cobalt Service Partners connect 12 businesses across the U. S. Cobalt uses...ServiceTitan to streamline operations and manage projects. The software supports growth and standardizes processes for commercial contractors. Cobalt values ServiceTitan’s ability to handle complex rollouts and drive collaboration. The partnership aims to improve efficiency and create a connected experience for all locations. Cobalt calls ServiceTitan the backbone of their tech stack.
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FieldPulse helped Bayou South Mechanical move from manual processes to automated HVAC operations. The team used... FieldPulse to centralize job tracking, automate scheduling, and improve customer communication. They replaced spreadsheets and text threads with integrated tools for booking, billing, and project management. This led to better financial visibility and the launch of a recurring maintenance program. With FieldPulse, Bayou South Mechanical built a scalable foundation for long-term growth.
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Mount Anvil wanted to improve quality and data management on their projects. They used Field... View from Trimble's Viewpoint to help with this. The solution helped them drive quality and maintain a strong data record. The case shows how technology can help manage construction projects better. The results focus on better quality and data control.
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FieldCircle helped Cushman & Wakefield manage facility maintenance for over 2000 sites. The company faced... high maintenance costs, inefficiencies, and vendor management issues. FieldCircle provided centralized oversight, smart scheduling, and better vendor tracking. Maintenance spend dropped by 12%. Resource utilization improved by 16%. SLA compliance increased by 17%. Profitability rose by 8%. Cushman & Wakefield saw better customer satisfaction and smoother operations.
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Million Tech delivered a contractor performance assessment solution for a diversified property portfolio owner in Hong Kong. The client managed... over 30 maintenance contractors and needed a fair, consistent way to assess their work. The new system replaced paper-based grading with an observation-based mobile and web platform. Assessors now record observations and photos, and the system assigns grades automatically. This improved fairness and consistency in contractor evaluations.
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Housing Support Pro helped Equity Housing Group make their neighbourhood officers more efficient. Officers no longer... need to return to the office to update records. They can now access tenant information and complete tasks while in the field. This saves time and lets officers spend more time with tenants. The solution integrates with their existing Civica system. Equity expects to see big time savings and better service for their customers.
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GPS Insight helped the City of Las Vegas manage a fleet of 1,300 vehicles and equipment. The city used... GPS Insight for real-time asset tracking, maintenance monitoring, and route optimization. This led to cost savings on maintenance, labor, and parts. The system helped extend asset life and improved resale value. The city also benefited from better preventive maintenance and more efficient fleet operations.
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Oneserve helped Hillingdon Council manage damp and mould in 10,000 properties. The council used... Oneserve to log, track, and resolve each issue. The system improved data for property profiles and enabled targeted interventions. Tenant engagement and satisfaction increased due to transparent processes. The number of complaints about damp and mould went down. The council stayed compliant with regulations.
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Verizon Connect helped the City of Opelousas Police Department lower vehicle costs by 40%. The department used... GPS fleet tracking and video tools to improve driver training. Assistant Chief Mark Guidry said the video feature is a great teaching tool. The solution made it easier to manage vehicles and reduce expenses. The police department saw big savings and better fleet oversight.
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Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted... to cut production costs, increase creative agility, and keep their brand consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.
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Vonigo helped Habitat for Humanity of Metro Denver boost sales by 35% and cut vehicle and admin costs by $50,000 in one year. The non-profit switched... from a paper-based system to Vonigo's cloud-based field service management software. Online booking led to 50% of donation pickups being scheduled through the website. The team managed more donations and sales without hiring extra staff. Vonigo made donation scheduling faster and more efficient.
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KloudGin helped National Fuel Gas improve safety and reliability for over 743,000 customers in New York and Pennsylvania. National Fuel Gas... used KloudGin to manage their natural gas services. The company has almost 500 utility employees. Their ongoing investment in pipeline networks supports clean energy delivery. KloudGin's solution supports utility operations and customer service.
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Fieldman helped CCI and GAP automate scheduling and field work dispatch for a gas regulator inspection project. Before Fieldman, teams... used spreadsheets and manual data entry, causing errors and delays. With Fieldman, they digitized operations and used smart appointment scheduling. This reduced travel time by 60% and increased technician productivity by 40%. Appointments were booked out two months in advance, improving project efficiency.
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Fieldproxy helped Jagadeeshwari Enterprises move all field operations online. The company needed... better data collection, task scheduling, and real-time sales updates. Fieldproxy provided real-time dashboards, geofenced task allocation, and easy access to past data. Sales teams used the app for merchandising and order management. The solution saved time and helped the business grow revenue.
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MeazureUp helped Aloha Gas save hours each day by replacing paper-based field audits with digital tools. Area Supervisors now... spend less time on manual tasks and more time on important work. The solution streamlined reporting and reduced incident resolution time. Aloha Gas manages over 55 locations across three islands. The company saw a strong return on investment by saving manpower and improving operational efficiency.
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allGeo Field Workforce Automation helped a large organization serving adults with developmental disabilities. The customer faced... compliance, data management, and caregiver safety challenges. allGeo provided real-time activity recording, automated messaging, and accurate timeclock data sync. The solution improved efficiency, compliance, and caregiver safety. Better reporting led to more accurate tracking and informed decisions.
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RedZebra's Call2Field software helped Access Able Ltd. , a family-run...mobility equipment provider, modernize their operations. The company needed a system to manage repairs, servicing, and emergency jobs efficiently. RedZebra offered a monthly payment plan, making it affordable for the small business. The implementation process took a few months, with strong support from RedZebra's team. The new system reduced admin time and improved productivity for both engineers and office staff.
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Matidor helped Peyto Exploration manage their remediation and reclamation program after a major asset acquisition. Peyto needed a... better way to track costs, consultants, and budgets, as Excel was not enough. Matidor provided an easy-to-use project management tool with real-time tracking and reporting. Peyto saw smoother project management, better cost tracking, and improved communication. The mobile app and map features made field operations more flexible and efficient.
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Fieldpoint helped HighPoint Resources improve oilfield inspection across 190 sites and 4,200 pieces of equipment. HighPoint needed better... data collection, automated work orders, and improved compliance reporting. Fieldpoint provided a mobile app for data collection and field service automation. They also delivered custom reporting tools. This made maintenance and inspection more efficient for HighPoint Resources.
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Field Nation helped Sagent improve network maintenance services. Sagent used Field... Nation’s platform to access a flexible workforce of qualified technicians across the country. The platform let Sagent track technician performance and select the right skills for each job. Sagent’s dispatch team used Field Nation to set clear expectations and communicate with techs. This partnership reduced downtime and operational costs for Sagent’s customers.
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Fieldcode's FSM software helped Hewlett-Packard cut annual spending by 10%, saving $4 million. HP used Fieldcode... to optimize internal resources and reduce reliance on external partners. This improved control and efficiency in service operations. Drive time dropped by 30%. HP also eliminated tech overbookings, boosting productivity and resource use.
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CSOne helped 株式会社 神戸製鋼所 機械事業部門 improve after-sales service for their machinery. They used CSOne... to cut indirect work time, boost customer satisfaction, and increase regular maintenance rates. The system enabled automatic maintenance planning, IoT-based data collection, and electronic management of service records. Staff now use tablets for on-site data entry and customer signatures. This led to better efficiency and faster, higher-quality customer responses.
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ExpandIT helped CK Power move from pen and paper to digital time registration and planning. CK Power now... uses ExpandIT to track field service work in real time. The planning tool lets them schedule jobs and find the closest technician. Service technicians use a mobile app to see job details and record work. CK Power invoices faster and has fewer errors. They report higher invoicing rates and better earnings since using ExpandIT.
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Skedulo helped Achieve3000 improve mobile workforce management. Achieve3000 had used... a manual, in-house system for ten years. As the team grew, this system became too hard to manage. Achieve3000 chose Skedulo for its out-of-the-box features and Salesforce integration. The solution made it easier to match the right mobile trainer to each event. This improved scheduling and business efficiency.
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Serviceform helped Totcity roleplay centre improve customer qualification. Totcity used Serviceform's... dynamic form to filter leads and save time. The tool made it easier for Totcity to reach only qualified customers. This increased their efficiency. Totcity became Serviceform's first paying customer and still uses the product.
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GoSpotCheck by FORM helped North Florida Sales improve sales execution. Before, they relied... on manual inspections and the honor system, which took hours. With GoSpotCheck, over 35 salespeople now track and verify retail tasks across 2,500 accounts. The app makes reporting fast and easy. Accountability increased, and execution levels improved. Salespeople use smartphones to record and verify completed tasks, making operations more efficient.
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Infragistics Ultimate helped Battelle Memorial Institute deliver user-friendly, reliable assessments for government sector clients. Battelle's CBRNE Defense... unit used Ultimate UI for WPF and Ignite UI for JavaScript/HTML5 to build desktop and web apps. These apps let government agencies interact with complex hazard models and data in real time. The solution improved data access, model interaction, and decision-making for agencies like the FDA and USDA. Battelle's team can now tailor reports and applications to specific agency needs, supporting better resource allocation and planning.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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ConSol construction software helped Telstra automate payment requests and manage work orders. The platform replaced... paper-based systems and improved visibility into work orders and provider performance. ConSol integrated with SAP to send daily payment requests, ensuring accurate and timely payments to hundreds of subcontractors. The Gateway feature enabled bulk order creation, reducing manual work and errors. These integrations improved efficiency and supported key provider retention for Telstra.
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Egen helped a global cybersecurity company rebuild its Snowflake Data Cloud and consolidate over 40 marketing dashboards into one Tableau dashboard. The new dashboard... gives the marketing team a single source of truth for key metrics. This improved efficiency and allowed deeper analysis of marketing strategy. The team now uses the dashboard daily to make better marketing decisions. The dashboard also supports pipeline generation measurement and advanced data science techniques for growth.
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