Customer Story: Hendrix Heating
“When I first started everything was paper and pen. Everything was written down, and we had slow turnaround times. When iPhones and iPads came into play we adapted, and that’s where GoFormz came in.”
Challenge: Hendrix Heating estimators were heavily burdened by paperwork. Working in the field, they were constantly battling a large number of paper forms and physical job packets - some requiring as many as 30 pages. These forms not only resulted in inconsistent and often incorrect data but also resulted in processing delays for customer projects. If data needed to be corrected or added to a form, a Hendrix Heating team member would need to make a return visit, wasting time and resources.
Solution: After digitizing their forms with GoFormz, Hendrix Heating teams can now digitally collect job and customer data in the field, directly from their tablets. With mobile forms, the Hendrix team can now easily input project information, including new data types like Images. Once completed, forms are instantly available to back-office personnel, accelerating project and payroll processing and removing opportunities for missing documents and human error.
“It’s easy to use and there’s less paper for them to carry around. We’re not wasting as much paper, we don’t print out everything we used to need.”
Results:
Accelerated form processing and turnaround times
Automated field-to-office workflows
Increased data accuracy and more thorough data capture
Faster data capture and savings of at least an hour per job
Removed the need to hand-deliver service forms - once a form is completed, it is automatically sent to the office for processing
To read the full Hendrix Heating case study, click here or the button below. Or, if you’d like to learn more about how mobile forms have digitally transformed HVAC businesses, check out our collection of customer success stories.
