Fieldpoint Service Applications, Inc. Case Studies North Mechanical Service Streamlines Operations with Fieldpoint and CMiC Integration

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	North Mechanical Service Streamlines Operations with Fieldpoint and CMiC Integration Fieldpoint Service Applications, Inc.

North Mechanical Service Streamlines Operations with Fieldpoint and CMiC Integration

Fieldpoint Service Applications, Inc.

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Equipment & Machinery Finance & Insurance
Applicable Functions	Field Services Procurement
Use Cases	Construction Management Time Sensitive Networking
Services	System Integration Training
Challenge	North Mechanical Service, a contracting and construction services company specializing in HVAC, refrigeration, controls, and plumbing repairs, was in search of a field service solution to pair with their existing CMiC construction software. They explored all-in-one software options, but found that these solutions often compromised functionality in either the accounting or service management aspects, particularly in project management and dispatch board operations. They were unwilling to sacrifice these functionalities, especially considering the availability of solutions that could meet all their needs. Additionally, they sought a solution that required minimal training, as they planned to implement the software during a busy period. Read More
About Customer	North Mechanical Service is a contracting and construction services company based in Central Indiana. They specialize in new or retrofit contracting, offering services in HVAC, refrigeration, controls, and plumbing repairs. The company was already using CMiC construction software for their operations when they identified the need for a field service solution. They sought a solution that would not compromise on functionality in either the accounting or service management aspects, and that would require minimal training for their staff. Read More
Solution	After consulting with ATX Advisory, North Mechanical Service chose to integrate Fieldpoint with their existing CMiC software. This integration allowed them to leverage the strengths of both systems: CMiC for accounting efforts, including payroll and accounts payable and receivable, and Fieldpoint for project management and dispatching capabilities. The integration also reduced training time, as the accounting department could continue working within the familiar CMiC software, with data from Fieldpoint populating into CMiC automatically. This eliminated the need for manual data entry in several areas, including job creation and invoice entry. The integration also allowed North Mechanical Service to maintain a consolidated source for all their accounting needs in the CMiC software, while making this data accessible to other divisions through Fieldpoint. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Equipment & Machinery

Finance & Insurance

Applicable Functions

Field Services

Procurement

Use Cases

Construction Management

Time Sensitive Networking

Services

System Integration

Training

Challenge

North Mechanical Service, a contracting and construction services company specializing in HVAC, refrigeration, controls, and plumbing repairs, was in search of a field service solution to pair with their existing CMiC construction software. They explored all-in-one software options, but found that these solutions often compromised functionality in either the accounting or service management aspects, particularly in project management and dispatch board operations. They were unwilling to sacrifice these functionalities, especially considering the availability of solutions that could meet all their needs. Additionally, they sought a solution that required minimal training, as they planned to implement the software during a busy period.

About Customer

North Mechanical Service is a contracting and construction services company based in Central Indiana. They specialize in new or retrofit contracting, offering services in HVAC, refrigeration, controls, and plumbing repairs. The company was already using CMiC construction software for their operations when they identified the need for a field service solution. They sought a solution that would not compromise on functionality in either the accounting or service management aspects, and that would require minimal training for their staff.

Solution

After consulting with ATX Advisory, North Mechanical Service chose to integrate Fieldpoint with their existing CMiC software. This integration allowed them to leverage the strengths of both systems: CMiC for accounting efforts, including payroll and accounts payable and receivable, and Fieldpoint for project management and dispatching capabilities. The integration also reduced training time, as the accounting department could continue working within the familiar CMiC software, with data from Fieldpoint populating into CMiC automatically. This eliminated the need for manual data entry in several areas, including job creation and invoice entry. The integration also allowed North Mechanical Service to maintain a consolidated source for all their accounting needs in the CMiC software, while making this data accessible to other divisions through Fieldpoint.

Impact #1	The integration of Fieldpoint and CMiC software provided North Mechanical Service with a comprehensive solution that met all their needs without compromising functionality. The solution allowed them to maintain their accounting efforts within the familiar CMiC software, while leveraging Fieldpoint for project management and dispatching capabilities. This not only reduced training time but also eliminated the need for manual data entry in several areas. The integration also facilitated better data management, with master data residing in the CMiC software and accessible to other divisions through Fieldpoint. The company was able to customize both systems to capture data in a way that was most useful to them, adjusting workflows as their data needs changed.

Impact #1

The integration of Fieldpoint and CMiC software provided North Mechanical Service with a comprehensive solution that met all their needs without compromising functionality. The solution allowed them to maintain their accounting efforts within the familiar CMiC software, while leveraging Fieldpoint for project management and dispatching capabilities. This not only reduced training time but also eliminated the need for manual data entry in several areas. The integration also facilitated better data management, with master data residing in the CMiC software and accessible to other divisions through Fieldpoint. The company was able to customize both systems to capture data in a way that was most useful to them, adjusting workflows as their data needs changed.

Benefit #1	Reduced training time due to the familiar interface of CMiC software for the accounting department
Benefit #2	Elimination of manual data entry in several areas, including job creation and invoice entry
Benefit #3	Streamlined data management with master data residing in the CMiC software, accessible to other divisions through Fieldpoint

Benefit #1

Reduced training time due to the familiar interface of CMiC software for the accounting department

Benefit #2

Elimination of manual data entry in several areas, including job creation and invoice entry

Benefit #3

Streamlined data management with master data residing in the CMiC software, accessible to other divisions through Fieldpoint

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Overview

North Mechanical Service Streamlines Operations with Fieldpoint and CMiC Integration

Operational Impact

Quantitative Benefit