Fergus Case Studies Streamlining Operations and Enhancing Efficiency: The Allied Trade Plumbing & Heating Story

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	Streamlining Operations and Enhancing Efficiency: The Allied Trade Plumbing & Heating Story Fergus

Streamlining Operations and Enhancing Efficiency: The Allied Trade Plumbing & Heating Story

Fergus

Applicable Industries	Retail
Use Cases	Personnel Tracking & Monitoring Time Sensitive Networking
Challenge	Allied Trade Plumbing & Heating LTD, a successful plumbing and heating company based in Edinburgh, was facing operational challenges. The company's founder, Cameron Burt, was seeking ways to streamline operations and enhance efficiency. The primary issue was managing the staff's schedules, which was previously done using an old paper diary. This method was inefficient and prone to errors, leading to potential missed appointments and dissatisfied customers. Additionally, quoting for jobs was a cumbersome process, with supplier pricing not readily available, leading to inaccuracies and surprises during invoicing. The company was also looking to expand its team and take on more work, but the lack of a robust operational framework was a significant hindrance. Read More
About Customer	Allied Trade Plumbing & Heating LTD is a plumbing and heating company based in Edinburgh, Scotland. The company was founded in 2003 by Cameron Burt, a New Zealand native who moved to Scotland in 2001. Despite the challenges of starting a new life in a different country, Cameron's business has thrived. Now, 18 years later, the company has a staff of 11 and has had its strongest year yet. The company is known for its professionalism and high-quality service, with repeat customers forming a significant part of its client base. Cameron's philosophy of treating his staff well to ensure they look after the customers has been a key factor in the company's success. Read More
Solution	The solution came in the form of Fergus, a field service management software. Cameron was introduced to Fergus during a stint in New Zealand and realized it was the solution he had been seeking. Fergus streamlined the scheduling process, ensuring that all staff members knew where they were supposed to be and when, leading to improved punctuality and customer satisfaction. The software also provided a dashboard with columns that gave a clear overview of ongoing operations, enabling the team to quickly identify and action tasks. Additionally, Fergus made quoting for jobs easier and more accurate by storing all supplier pricing in the system. This led to more accurate invoicing and increased profitability. With Fergus providing a solid operational framework, Allied Trade was able to hire more staff and take on more work, facilitating business growth. Read More Log in to view content
Contents

Applicable Industries

Retail

Use Cases

Personnel Tracking & Monitoring

Time Sensitive Networking

Challenge

Allied Trade Plumbing & Heating LTD, a successful plumbing and heating company based in Edinburgh, was facing operational challenges. The company's founder, Cameron Burt, was seeking ways to streamline operations and enhance efficiency. The primary issue was managing the staff's schedules, which was previously done using an old paper diary. This method was inefficient and prone to errors, leading to potential missed appointments and dissatisfied customers. Additionally, quoting for jobs was a cumbersome process, with supplier pricing not readily available, leading to inaccuracies and surprises during invoicing. The company was also looking to expand its team and take on more work, but the lack of a robust operational framework was a significant hindrance.

About Customer

Allied Trade Plumbing & Heating LTD is a plumbing and heating company based in Edinburgh, Scotland. The company was founded in 2003 by Cameron Burt, a New Zealand native who moved to Scotland in 2001. Despite the challenges of starting a new life in a different country, Cameron's business has thrived. Now, 18 years later, the company has a staff of 11 and has had its strongest year yet. The company is known for its professionalism and high-quality service, with repeat customers forming a significant part of its client base. Cameron's philosophy of treating his staff well to ensure they look after the customers has been a key factor in the company's success.

Solution

The solution came in the form of Fergus, a field service management software. Cameron was introduced to Fergus during a stint in New Zealand and realized it was the solution he had been seeking. Fergus streamlined the scheduling process, ensuring that all staff members knew where they were supposed to be and when, leading to improved punctuality and customer satisfaction. The software also provided a dashboard with columns that gave a clear overview of ongoing operations, enabling the team to quickly identify and action tasks. Additionally, Fergus made quoting for jobs easier and more accurate by storing all supplier pricing in the system. This led to more accurate invoicing and increased profitability. With Fergus providing a solid operational framework, Allied Trade was able to hire more staff and take on more work, facilitating business growth.

Impact #1	The implementation of Fergus has had a transformative effect on Allied Trade's operations. The software has streamlined the scheduling process, leading to improved punctuality and increased customer satisfaction. The dashboard feature has enhanced operational visibility, enabling the team to quickly identify and action tasks. The quoting process has also been simplified and made more accurate, leading to more accurate invoicing and increased profitability. The software has also facilitated business growth by providing a robust operational framework that has enabled the company to hire more staff and take on more work. Additionally, the software has freed up Cameron's time, allowing him to focus on other aspects of the business and even enjoy some personal time.

Impact #1

The implementation of Fergus has had a transformative effect on Allied Trade's operations. The software has streamlined the scheduling process, leading to improved punctuality and increased customer satisfaction. The dashboard feature has enhanced operational visibility, enabling the team to quickly identify and action tasks. The quoting process has also been simplified and made more accurate, leading to more accurate invoicing and increased profitability. The software has also facilitated business growth by providing a robust operational framework that has enabled the company to hire more staff and take on more work. Additionally, the software has freed up Cameron's time, allowing him to focus on other aspects of the business and even enjoy some personal time.

Benefit #1	The company had its strongest year yet in 2020, indicating increased business growth.
Benefit #2	The company was able to hire two new employees during the lockdowns, expanding its workforce.
Benefit #3	The company plans to continue hiring two new employees every year, indicating a positive growth trajectory.

Benefit #1

The company had its strongest year yet in 2020, indicating increased business growth.

Benefit #2

The company was able to hire two new employees during the lockdowns, expanding its workforce.

Benefit #3

The company plans to continue hiring two new employees every year, indicating a positive growth trajectory.

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Overview

Streamlining Operations and Enhancing Efficiency: The Allied Trade Plumbing & Heating Story

Operational Impact

Quantitative Benefit