Cool-Tec Embraces RemoteWorkr

Cool-Tec, a leading HVAC company based in Dorset, has embraced RemoteWorkr, our cloud-based job management software. By transitioning from traditional paper-based processes to a streamlined digital workflow, Cool-Tec has significantly enhanced efficiency, accuracy, and customer service.

The Challenge

Cool-Tec previously relied on manual paper-based processes to manage job bookings, track progress, and complete service reports. This approach often led to inefficiencies, miscommunication, and delays in accessing critical job information. The company needed a solution to modernise its operations and provide technicians with real-time access to job details.

How RemoteWorkr Works for Cool-Tec

Since integrating RemoteWorkr and using the CRM system to handle their bookings, Cool-Tec’s team has noticed a huge improvement in efficiency.

Job Booking and Data Entry

When a customer contacts Cool-Tec, the job is immediately booked into RemoteWorkr’s CRM system with as much detail as possible at the time of booking, including customer and property details, to ensure that engineers receive essential job information before attending the site.

Updating Job Status

Upon arrival, the engineer will access the job details via the RemoteWorkr app on their mobile device. They will complete any remaining fields in real-time, providing accurate and up-to-date information about the job’s progress and requirements.

Digital Signatures for Verification

To streamline approvals and confirmations, engineers capture both the customer’s and their own signatures digitally. This eliminates the need for paper forms whilst ensuring accountability and transparency following a job.

Automated Documentation

Once the job is marked as complete, RemoteWorkr automatically generates a PDF version of the completed worksheet. This digital document replaces traditional paper-based reports, removes admin time, and ensures that job records are securely stored and easily accessible for future reference.

The Impact

By adopting RemoteWorkr, Cool-Tec has experienced multiple benefits:

Increased Efficiency

Jobs are booked, tracked, and completed faster, reducing administrative burden.

Improved Accuracy

Digital data entry minimises errors associated with manual paperwork.

Enhanced Customer Service

Engineers have real-time access to job details, allowing for better service delivery and communication.

Paperless Workflow

The automated PDF generation of job reports supports sustainability goals and reduces physical storage needs.

In conclusion, Cool-Tec’s transition to RemoteWorkr has revolutionised their job management processes, replacing outdated paper-based methods with a seamless, cloud-based system. This digital transformation has empowered both office staff and engineers, leading to enhanced operational efficiency and customer satisfaction.

To find out more about how RemoteWorkr can help your business, don’t hesitate to contact our team to arrange a free demo.