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  1. #1
    Join Date
    Dec 2010
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    13
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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
    Join Date
    Dec 2010
    Posts
    13
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    Thread Starter
    Anybody?

  3. #3
    Join Date
    Nov 2013
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    1
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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
    Join Date
    Dec 2010
    Posts
    13
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    Thread Starter
    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
    Join Date
    Sep 2008
    Location
    Western PA
    Posts
    26,677
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    moved to tech to tech



  6. #6
    Join Date
    Nov 2013
    Posts
    34
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    The company I work for uses a program called ESC.

  7. #7
    Join Date
    May 2013
    Posts
    844
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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
    Join Date
    Dec 2010
    Posts
    13
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    Thread Starter
    We are looking at Aptora. Anyone tried or used it?

  9. #9
    Join Date
    Nov 2013
    Posts
    3
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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
    Join Date
    Jun 2003
    Location
    Gainesville
    Posts
    15
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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
    Join Date
    Mar 2014
    Location
    Lancaster County, Pa
    Posts
    95
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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
    Join Date
    May 2017
    Location
    Cluj-Napoca, Romania
    Posts
    11
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    Quote Originally Posted by PeachBottomRob View Post
    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.
    Were there any patches recently?

  13. #13
    Join Date
    Apr 2019
    Posts
    3
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    Are you still using Intuit FSM?

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