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HVACR Business News Reviews our App – Top 5 mobility and cloud solutions for field service professionals

December 4, 2012

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Go Mobile: Get rid of paper with electronic, mobile forms.

Guy Clermont Jr. of Guy Clermont Heating & Plumbing estimated the cost of printing forms, duplicate data entry back at the office and wasted fuel for unnecessary trips back to the office for truck inventory was costing him around $2,000 a year per field technician, with five people in the field. He decided to try a paperless system and looked at ProntoForms, a mobile-based business management solution for HVAC contractors.

“I knew this was a tool that would help me meet my goal of eliminating paper from my field teams,” Clermont said. “Equally important to saving time and money was organization. Paper forms were driving me crazy — too many lost forms to duplicate and manually re-enter back at the office, and many of them with missing information.”

Clermont said he considered using individual mobile apps for the various business forms his teams used, but he wanted something that he could customize and adjust to his business process and export data back to Quickbooks.

“We have developed a business system unique to us — our work orders and check lists are different than other companies — this has evolved from decades of experience. We get all of our forms on a smart phone — not someone else’s forms. Checklists, work orders and even taking pictures of a completed job or capturing a customer signature. This system makes us work smarter.”

The cost of ProntoForms is $19.95 a month per field worker. Compared to all the savings generated, it’s now one of the most effective service tools in the company’s toolbox.

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