“Restoration, HVAC and Field Services”
About the Industry
The restoration and field service industry demands rapid response times and precise coordination. Managing multiple sites, crews, and insurance contracts simultaneously often leads to administrative bottlenecks.
Challenges &
Problems
Managing jobs with paper and pencil (manual) is inefficient, slow, and expensive.
Disconnected Systems
Reliance on separate tools for scheduling, invoicing, and reporting created data silos.
Lack of Accountability
Without a unified system, tracking staff hours and site progress was difficult and often inaccurate.
Slow Invoicing
Manual data transfer to accounting software caused delays in cash flow.
Scheduling Conflicts
Managing crews across various job sites resulted in overlaps and missed appointments.
Business
Impact
- Operational inefficiencies led to delayed project turnarounds and lost billable hours due to fragmented data.
- Manual reconciliation between field reports and accounting software caused significant cash flow bottlenecks.
Solution &
Implementation
OPSmanager is a fully integrated operational platform designed to bridge the gap between field work and office management. We developed a seamless “5-Module System” that interlinks every aspect of the business—from the first client call to the final invoice.
Integration
Built to be fully compatible and interactive with MYOB and Xero for seamless financial reporting.
Accountability
Implemented rigid staff record-keeping features to ensure data accuracy for every job.
Key
Features
This isn’t just a software program; it’s an operational resource that provides you with the clarity necessary to run your operation effectively
Smart Scheduling
Drag-and-drop crew management to prevent conflicts.
Site Management
Real-time updates on job progress and material usage.
Financial Sync
Interactive reporting that links directly with MYOB/Xero.
Staff Accountability
Digital timesheets and activity logs to ensure transparency.
Stock Management
Automated tracking of purchase orders and inventory levels.
Results
- 100% Elimination of double data entry.
- 40% Reduction in administrative time.
- Real-time Visibility into profit margins per job.
- Faster Invoicing cycles improving cash flow.
Conclusion
Ops Manager successfully centralized all operational activities into one platform. By making staff accountable and integrating financial reporting, the client transformed from a reactive service provider into a data-driven enterprise.
