Fieldtack is an automated system that communicates directly with employees via Web-enabled phones. The brainchild of entrepreneur Chris Cunningham and his team, the process promises to streamline the HVAC business practices making it easier for employees and customers to operate and communicate more efficiently. The process simplifies daily operations from booking appointments to sending out, via email, personalized invoicing.

Specifically, the technology allows users to:

• Schedule appointments
• Keep digital customer databases
• Track employees and job status’
• Streamline communication with customers
• Price parts and equipment included
• Utilize paperless invoicing
• Process credit cards 

In a residential scenario, the company explains the contractor would use the Web-enabled phone application to input field information such as the customer’s name, address, phone number, and e-mail. Then the technician enters information about the equipment such as model, serial number, manufacturer information for the type of call and the database pre-populates pricing automatically. As this data is entered, secondary data is released on the Web-enabled phone.  

All of the information regarding the equipment and pricing is only a click away. Subcategories can also be entered for specific furnace types. The customer can see the price, select a payment method, give additional input, and perform future scheduling. A follow-up e-mail is sent to the customer under the contractor’s letterhead. 

Before the technician gets into the truck for his next call, he has to submit the finished job which speeds up the process so that ordering parts and invoicing information is sent directly to the home office and the technician has less paperwork, less time at the supply house and more time doing what he does best: service and installation. The data is then easily secured using encryption keys and codes which can be changed as soon as the technician leaves the job site.  

The transfer of information between home office and the field technician is easily communicated.  The service information and customer data for a job is sent directly to the web enabled phone the night before, along with GPS directions. If there are changes in scheduling, such as cancellations or additions, the same information is sent via Web-enabled phone immediately so the field technician is more efficient with customers and saves driving time. 

For more information: 

www.fieldtack.com