“BiznusSoft has worked hard to optimize our field service processes. We are excited to see how much we can capitalize with our new service managing processes in place.”
Alison Youngblood / Vice President / Duffield Aquatics
For over 40 years, Duffield Auatics, Inc. has been supplying and serving excellence to commercial and institutional swimming pools all over the Southeast United States. From the first phone call, Duffield begins building a relationship with the customer to understand their individual pool’s needs. Every customer has their own account manager and factory trained service technician. This helps Duffield Aquatics learn about the customers and their pool, and also allows Duffield technicians to know exactly where to go and what to do when it comes to planned maintenance or emergency service.
Duffield Aquatics had been using QuoteWerks for quotations, opportunity tracking and invoicing. Duffield had also integrated QuoteWerks with Salesforce for opportunity tracking and with QuickBooks for finance. However, Duffield did not have a way to track scheduling, reporting and work orders. Duffield was paying for expensive sales automation tools for service licenses, which did not address service and scheduling needs. There was a need of decreasing inefficiencies to accomplish faster growth and service customers better. A quick-to-implement cloud-based field service solution was needed.
Finding a seamless solution that tracked work orders and technicians was the obvious next step. BiznusSoft started this engagement with a commitment to deliver value fast to aid growth. BiznusSoft initiated the engagement with its SMART project management approach. This approach introduced a controlled process for outcomes that were more specific, measureable, achievable, realistic and timely.
As a quick win, Duffield Aquatics implemented Field Service work order management and scheduling modules, thereby saving on software costs, without disrupting business operations. In addition, the BiznusSoft team instilled reporting on Field Service to help the team with important decision-making by applying metrics. The BiznusSoft team also worked closely with Duffield to integrate with QuickBooks to enable a complete and holistic solution.