[Video] Customer Story: Cole Industrial, Inc.
“Direct integration means it goes from the field technician straight into our system. It means the lifecycle of a service job from dispatch to billing is shorter.”
About Cole Industrial, Inc.
Cole Industrial, Inc. is a boiler company serving customers across the Pacific Northwest and Alaska. They provide new and used boiler equipment sales, rental boilers, and field service, including installation, maintenance, repairs, testing, and compliance support. Their work helps customers improve boiler room efficiency, reduce downtime, and meet emissions and safety requirements.
Challenge
Cole Industrial, Inc. needed to modernize field documentation in environments where technicians often work without reliable connectivity. Their prior process relied on Word documents and manual routing, creating delays, incomplete reporting, and inconsistent data capture that impacted quoting speed, customer responsiveness, and time to billing.
Solution
Cole Industrial, Inc. implemented GoFormz to close the operational edge gap between field work and back-office systems, paired with automated workflows and a direct integration into Acumatica. This enabled technicians to capture required data and photos onsite even when offline, while submissions sync and route automatically into Acumatica without manual re-entry.
Results
Quotes improved from a 36+ hour turnaround to a same-day turnaround
Service reporting accelerated with higher completeness and accuracy
Dispatch-to-billing shortened by eliminating manual routing and re-entry through Acumatica integration
Faster safety documentation turnaround to support compliance workflows
Technicians save an estimated 1–2 hours per week per tech with Acumatica pre-populated forms
Service coordinators save an estimated 10 hours per week across the team (520 hours annually) by eliminating manual retrieval and attachment
Expanded beyond field service with customer-facing forms that keep ERP data current
Forms
Service Reports
Quotes
Near Miss Forms
Job Hazard Analysis (JHA)
Vendor Contact Forms
Customer Contact Forms
Explore Cole Industrial’s story to see how GoFormz helped them close the operational edge gap by capturing data in real time, standardizing processes, and improving documentation quality.
