Sun Valley Solar Solutions, a leader in renewable energy, has significantly enhanced its operational efficiency and scalability by leveraging Field Squared's field service management platform. Through digitizing and automating processes, Sun Valley Solar has improved its ability to manage a high volume of small jobs, seamlessly integrating with existing systems and reducing costs.
The Challenge: Navigating CRM Limitations and Scaling Needs
Sun Valley Solar faced considerable challenges with its previous CRM software, which was overly customized for residential sales and project management but lacked the capabilities necessary for service and operations management. The high volume of small jobs inundated their accounting department with invoicing tasks, and their plans to expand across the state and country necessitated a scalable solution to automate scheduling and mapping appointments.
"We were running into a lot of challenges with our previous CRM. We needed something to handle our invoicing and scheduling needs more efficiently," explained Justin Hutson, Commercial and Residential O&M Manager at Sun Valley Solar.
The Solution: Implementing Field Squared for Scalability and Efficiency
Justin Hutson led the search for a new solution, evaluating various options online. Field Squared stood out due to its comprehensive features, including the ability to list and manage assets, build custom inspection forms, and integrate with other programs through its open API.
"We chose Field Squared for its scalability and configurability. The ability to invoice directly from work orders and the mapping tool for scheduling were key features that attracted us," Justin noted.
Flexible and Configurable
Sun Valley Solar found Field Squared highly adaptable to their specific needs. They appreciated the ease of contacting Field Squared’s support for any adjustments and the ability to make many fixes independently.
Benefits: Greater Efficiency in Operations
One of the immediate benefits was the ability to generate and send reports to the accounting department weekly, significantly reducing manual invoicing tasks. This automation has saved substantial time and effort.
"We can now handle 70 to 100 work orders per case manager, thanks to the streamlined process with Field Squared," Justin highlighted.
Improved Communication and Data Retrieval
Field Squared’s platform also enhanced field communication and data retrieval. Field workers could upload photos and information in real time, enabling immediate support and faster decision-making.
"With all data digitally available, we can quickly retrieve information, which has been a huge time-saver," Justin added.
Cost Savings and Enhanced Productivity
By consolidating software licenses and improving process efficiency, Sun Valley Solar has achieved significant cost savings. Field Squared's scalability allows it to handle more business with its existing staff, allowing it to focus on scaling its field operations.
Summary
Sun Valley Solar Solutions has successfully transformed its operations with Field Squared, achieving greater efficiency, scalability, and cost savings. As it grows, Field Squared supports its mission of providing sustainable energy solutions with superior service.
"The ability to invoice directly from work orders and the mapping tool for scheduling were key features that attracted us," said Justin Hutson, Commercial and Residential O&M Manager at Sun Valley Solar.
To learn more about Sun Valley Solar's journey and how Field Squared can revolutionize your field operations, read the full case study here.
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