“The result has been very positive. Firstly, there are no more paper copies of invoices, orders etc floating around the office. Processes have improved and everything is just so much more visible than it was before."
“The nice thing is that we can enter customer and job details and also time estimates. From the time the account managers select the items that they recommend for the customer in Winserv, I use quotes and so our project coordinator knows exactly which products to order from which supplier. The next step is that all technicians see exactly which items to install and then they can move all this info to the equipment list, at the touch of a button! We always have all the information about who sold what to whom, who installed it, when it was installed and where everything is located. When the technician has completed the job, the status changes in Winserv so that the finance team can easily create the invoice, based on full and accurate information. Accessing all this information via tablet in the field, via smartphone, or sitting comfortably in the office is extremely beneficial for the engineers. Equally, it also benefits all the different parts of the company that are involved in dealing with customers in whatever capacity. For the customer, it is great they have a detailed picture of what is going on, just as we, the supplier do!"