Challenge
SGI Heating and Cooling utilized paper forms that acted as their single source of client and service information. SGI wanted to improve its forms and data collection process, which required various team members to complete forms by hand and access certain pieces of information within a single document. Additionally, when clients would return, sales representatives were required to find existing client information in storage, resulting in loss of productivity, redundancy, and an overall inefficient workplace.

Solution
SGI Heating and Cooling streamlined their team’s everyday documentation processes by digitizing their documents and utilizing conditional formatting features, resulting in higher quality work for their clients and significant efficiency improvements in the workplace.

Results

• Improved relationship with The Home Depot as a “Service Provider”

• Increased quality of work by reducing opportunities for error

• Eliminated data entry redundancies

• Optimized client documentation and communication

Digital forms

• Service Invoices

• Employee Health Checks

• Furnace and A/C Worksheet Forms

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