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  1. #1
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    Confused CRM/ERP Dispatch software. What are you guys using?

    Hi there :?)

    We are evaluating various CRM/ERP Dispatch software for commercial HVAC company in Canada. Any recommendations /experiences good or bad out there?

    What are you guy using?

    Cheers!

  2. #2
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    Thread Starter
    Anybody?

  3. #3
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    We are currently using wintac along with sage quest but we are really thinking about switching to hindsite due to the ability to use quickbooks with it. Goodluck!

  4. #4
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    Thanks for the reply, My understanding is that WINTAC offers quickbooks integration, is there a another reason you're considering the switch from WINTAC to Hindsite? How is WINtac handling projects?Thanks in advance :?)

    Quote Originally Posted by Wentze83 View Post
    We are currently using wintac along with sage quest but we are really thinking about switching to hindsite due to the ability to use quickbooks with it. Goodluck!

  5. #5
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    moved to tech to tech



  6. #6
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    The company I work for uses a program called ESC.

  7. #7
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    Techanywhere tied into SAMpro in the office.

    The system has become more stable since I started with the company 1.5 years ago. Now, I couldn't imagine doing my job without it.

    Techanywhere enables us to track every piece of equipment we service. If I need to see what a previous tech has done I can look it up with the app, not having to bother anyone else. This alone is a great feature but it is so much more than that!

    What size is your company? Where in Canada?

  8. #8
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    We are looking at Aptora. Anyone tried or used it?

  9. #9
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    My company uses esc- 13 by desco. Good software. Your techs will have to have smartphones. The limits of esc are few and really helps keep track of call backs and customer cost. You can totally go paperless with it as well.

    - - - Updated - - -

    My company uses esc- 13 by desco. Good software. Your techs will have to have smartphones. The limits of esc are few and really helps keep track of call backs and customer cost. You can totally go paperless with it as well.

  10. #10
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    We have been using Intuits Field Service Management for the past year. We supply each tech with a tablet and it's a free app to download. Best part is it links to Quickbooks.

    So customer calls in and office personnel creates the ticket/work-order. It is then assigned to a tech who receives an email alert for the new ticket. Tech opens the ticket and "picks it up". He then fills out the details and creates the invoice. Once the job is complete he has the customer sign the tablet in the signature screen. From there he can email the customer a copy right there or just complete the ticket and it is mailed from the office.

    Down fall.... We do have a data agreement through AT&T for each tablet which is costly overhead. Of course the techs love having them so its like a bonus for them as well. Then some customers require having a hard copy which means we still have to have hand written tickets ready to fill out if needed, however that doesn't happen often. We are looking into printers in each van but that will be in the future.

    Thats about it, I recommend Field Service Management.

  11. #11
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    Little late for this post, but the company i work for uses Aptora. We use iPads for mobile version. It was a learning curve to get used to, but all is well and we have been paperless for 6+months. If you have any other questions since this post was a long time ago, just ask.

  12. #12
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    Are you still using Intuit FSM?

  13. #13
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    Lightbulb FieldVibe - Scheduling and Dispatching app for Field Services

    Quote Originally Posted by rawfish View Post
    Hi there :?)

    We are evaluating various CRM/ERP Dispatch software for commercial HVAC company in Canada. Any recommendations /experiences good or bad out there?

    What are you guy using?

    Cheers!
    We just launched FieldVibe mobile, for Android and iOS devices, both phones and tablets. We do work order management, client management, job scheduling and dispatching, real time job and team tracking, automated customer reminders, automated reminders for techicians, and reports.

    We are working at the web app that would be accessible from any laptop/desktop. It will also be integrated with QB.

    Best of all, our solution is free for the first 2 accounts, so you should give it a try.
    I am here if you need more details. You can also find more info on our website, fieldvibe.com

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