Sun Valley Solar Doubles Efficiency and Expands Capabilities with Field Squared

Sun Valley Solar Solutions leverages Field Squared to enhance its operational efficiency and scalability. By digitizing and automating its processes, it has significantly improved its ability to manage a high volume of small jobs, integrating seamlessly with its existing systems and reducing costs.

"We can now handle 70 to 100 work orders per case manager, thanks to the streamlined process with Field Squared."

- Jim Hutson, Commercial and Residential O&M Manager, Sun Valley Solar.

Challenge

Navigating CRM Limitations and Scaling Needs: Sun Valley Solar faced significant challenges with their previous CRM software, which was overly customized for residential sales and project management but lacked service and operations management capabilities. Handling a high volume of small jobs inundated their accounting department with invoicing tasks. Additionally, as they planned to expand their footprint across the state and country, they needed a scalable solution to automate scheduling and mapping appointments.

"We were running into a lot of challenges with our previous CRM. We needed something that could handle our invoicing and scheduling needs more efficiently," explained Jim Hutson, Commercial and Residential O&M Manager at Sun Valley Solar.

Solution

Implementing Field Squared for Scalability and Efficiency Jim 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," Jim 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," Jim 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," Jim 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 them to handle more business with their existing staff, allowing them to focus on scaling their field operations.

Summary

Sun Valley Solar Solutions has successfully transformed its operations with Field Squared, achieving greater efficiency, scalability, and cost savings. As it continues to grow, 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."
- Jim Hutson, Commercial and Residential O&M Manager, Sun Valley Solar