Sun Valley Solar Doubles Efficiency and Expands Capabilities
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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."
- Justin 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 Justin Hutson, Commercial and Residential O&M Manager at Sun Valley Solar.
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 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."
- Justin Hutson, Commercial and Residential O&M Manager, Sun Valley Solar
About Customer
Sun Valley Solar Solutions is a leading provider and installer of residential and commercial solar energy systems. With a team of around 200 employees, Sun Valley Solar designs, installs, and maintains solar systems, serving internal and external customers. They aim to promote sustainable energy solutions while providing top-notch service and support.
Challenge
- The transition from a highly customized CRM software tailored more for residential sales to a scalable solution suitable for service and operations management.
- Simplify and automate invoicing and scheduling processes to handle a growing number of small jobs efficiently.
- Integrate with existing systems for better automation and scalability.
Solution
- Implemented Field Squared’s Field Service Management Platform.
- Utilized Field Squared’s mapping tool for scheduling, invoicing from work orders, and open API for integration with other programs like warehousing software.
Benefits
- Reduced licensing costs by consolidating multiple programs into Field Squared.
- Increased the efficiency of case managers, allowing them to handle up to 100 work orders at a time compared to a maximum of 50 with the previous system.
- Improved operational efficiency by automating invoicing and scheduling, leading to better scalability without increasing office staff.