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Project Quote and Engineer’s Mobile App

“Not only did they listen to my specific requirements about our IT needs, they also solved some long outstanding issues and enabled our remote workers / field staff to access our systems in a live environment. Because of Impact’s involvement, we have now seen an increase in efficiency which has allowed us to deliver to our customers what they need.”

Matt Pullin

Managing Director | Mec-Serv

The Client

Mec-Serv Ltd is a market leader in underfloor heating, screeding and acoustic solutions. They offer a full design supply and installation service with fantastic and swift installation.

www.mec-serv.co.uk

The Customer Dilema

The company operates UK wide and and at any one time they have multiple projects teams working at different sites. They were facing the following difficulties:

Multiple systems holding documents relevant to one project creating confusion and delays
No CRM solution to quote clients and store the data centrally
Assigning projects to an Engineering and producing all paperwork for a project was cumbersome and time consuming
No ability to easily monitor engineering teams availability
Engineers when onsite were unable to easily access project documentation
No management visibility for job progress, completion and billing

How we helped

Mec-Serv have seen the following benefits and productivity improvements:

Centralised data solution
Remote & onsite project access
Improved staff productivity
More effective staff collaboration
Better job management
Easier CRM reporting
Accurate billing
Easy to use mobile App

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Download PDF Case Study

What we did

They needed a system on which they can complete the process cycle from on-boarding clients to project sign-off. They were running across multiple applications which needed to be consolidated to one reliable application to provide an efficient and swift system to use which was also secure and backed up daily. They required a centrally based Quote Management System (QMS) to hold all clients information.

Proven Results

We provided an easy to use web based CRM which was linked with a mobile App (Android & iOS). Mec-serv moved its whole operational process onto the new CRM system. The Field engneers were provided with the Mobile application so that they get notifications of their assigned jobs and can see the job details and all related files. The job details and progress can be can be update from their mobile and so the backend team at Head Office are notified real time to progress. The system has made information sharing fast, secure and relaibe. Many hours of operational process time which was used to find the information, print documents and send to the team have been saved, making the company more efficient and proactive on their service delivery.

Solution process identification

Final Screens

How we helped

Mec-Serv have seen the following benefits and productivity improvements:

Centralised data solution
Remote & onsite project access
Improved staff productivity
More effective staff collaboration
Better job management
Easier CRM reporting
Accurate billing
Easy to use mobile App

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