Premier Heating Solutions Testimonial

"We’re getting our proposals out in record time; which means we can focus our time elsewhere which is the biggest plus!"

PCL Heating, based in Whitehaven, UK, offer a wide range of cost-effective, reliable heating and plumbing solutions for their customers. Phil Clarke, Director at PCL, and one of the early adopters of Commusoft Sales sat down with us to discuss how the system has been benefiting his business so far.

Here’s what he had to say…

‘’The new Sales platform has been a game changer!’’

Helping PCL Create Sleek Proposals

Using Commusoft Sales’ integrated proposal builder, Phil and his team have been able to enhance their selling process, creating more personalized and detailed proposals.

‘’It gives us the chance to sell to customers more visually and cuts down on lengthy, plain paragraphs of text. We can incorporate photos and videos, which help the customer to decide on the options within our proposals, and make it a more personalized experience.”

Analyzing Their Costs in Real Time

Alongside creating captivating proposals, the system provides PCL with real-time cost tracking, ensuring clarity on profit margins.

“Being able to clearly see our profit margins for each job has made it a lot easier to price up quotes.”

Speeding Up the Sales Process

With its range of functionalities, Commusoft Sales streamlines PCL’s sales process, enabling faster deal closures, with the added benefit of having more time to complete other tasks too!

“The overall speed of getting our proposals out has skyrocketed, with ready-made option templates we add and alter to suit each job… we’re getting our proposals out in record time; which means we can focus our time elsewhere which is the biggest plus!”

Commusoft Sales is proving to be an invaluable tool, empowering clients like Phil to build strong sales strategies and secure success for the future!

Do You Want to Try Out Commusoft Sales?

If you want to incorporate these benefits into your business and share Phil’s and PCL’s success, take a look at the Commusoft Sales page, where you can book a call!

Phil Clarke
Director

"For the lifespan of a repair, from creation to completion, Commusoft’s job management process is unparalleled."

Heavenly Cool Appliance Repair, founded in 2012, serves the Parkville, Maryland area. Business Manager Aron Francis caught up with us to discuss Commusoft’s impact on Heavenly Cool’s operations since implementing our Customer Journey plan in 2021.

Before Commusoft 

Aron walked us through Heavenly Cool’s paper-based approach to dispatching before Commusoft,

“Before Commusoft, we were doing everything with pen and paper. We would use carbon copies, and the office would fill out a paper for each customer. And then, technicians would come to the office every morning and get their route. Then they would return and drop off the carbon copies in the evening. And it was a process; we’ve been doing that for about eight, nine years.”

He adds, “Then I was like, wait, it’s 2021, and we have to make the business more efficient!” Aron knew that breaking bad habits was going to be difficult, but necessary.

He describes searching for a digital solution, “I was researching management software for a while, and one of the main things that caught my attention was the optimized scheduling, and the parts integration Commusoft has. It’s also remote, and the software runs efficiently.”

Optimized Dispatching With Commusoft

Organizing daily operations with Commusoft’s job scheduling software allows Heavenly Cool to efficiently assign jobs. He explains, 

“Commusoft allows us to track technicians’ productivity and greater visibility. Our technicians can run eight to 10 calls daily to maximize efficiency if the scheduled locations are close enough. And now, if a customer cancels, we can easily add a new repair to the technician schedule.”

With increased control over scheduling, Heavenly Cool maximizes the profitability of their services. Every trades business needs the flexibility to pivot when last-minute cancellations and emergency call-outs come up. Aron details, “When we got the GPS tracker, it helped us track the technicians’ location in case we had a call in a specific area.”

Commusoft’s real-time-vehicle tracking system ensures admins have access to live technician locations. Your entire team can confidently handle any situation when circumstances change. 

Commusoft’s Parts Management

Seamless communication and data sharing across the Commusoft platform is extremely valuable for Heavenly Cool. For example, the Heavenly Cool team can efficiently straddle their parts management and dispatching workflows. Aron expands, 

“Commusoft allows us to expand our service area. We dispatch technicians directly from their houses to the first call, or if they have to pick up parts, they can go to the parts warehouse. They don’t have to come to the office to start their day.”

Our parts inventory management platform not only ensures you’re getting the most from your inventory budget, it also allows more freedom to streamline daily schedules. Aron adds, “Commusoft allows us faster repair completion times because we can keep track of parts.” 

When parts are organized, your schedules can be too! Outfitting technicians with the parts they need ensures less trips to the warehouse. Not only does this streamline routing and scheduling, it also makes it possible to add and tackle more appointments per day. 

Staying Efficient With Commusoft

Reinventing an entire business with a system like Commusoft is scary for any business director. But the Commusoft training and support teams ensured Heavenly Cool had all the product knowledge they needed to be successful. 

Aron states, “The mandatory training helped immensely because it explained so much to me. And then I taught everybody at the office.” He adds, “I can call Support if there are some parts of the system I don’t know; they’re responsive in everything.” 

Thanks to an organized customer database software, Heavenly Cool’s admins always have access to the information they need. And with the training he received, Aron can pass on knowledge with confidence. Aron explains, 

“I tell people at the office that Commusoft is like a virtual file cabinet because when calls are completed, they’re in a specific part of Commusoft. It’s there until you go in and you invoice it, and it allows some flexibility. You can go back a week, a month, or two months and see everything.”

From schedules, to customer data, reporting, and more, Heavenly Cool was given all the tools they need to transform admin workflows.

And, as they continue to leverage the full capabilities of the Commusoft platform, Aron is confident the Heavenly Cool team can continue to scale their growth! 

Aron Francis
Business Manager

"There is no way we could run our business efficiently and effectively... we just simply could not run it without Commusoft."

Lincoln Smith, a director at Custom Heat Ltd, sat down to discuss why Commusoft is essential for running their heating and plumbing business.

Custom Heat is a family-run business that started with Lincoln’s parents in 1980 and has been operating for 40 years since in and around Rugby, UK. Since implementing Commusoft in 2016, the Custom Heat team has grown from 60 in 2020, to over 100 in 2023!

How Was Your Business Run Before Commusoft?

“We had a paper-based system that we’d had for many years. The system was not internet based, so you couldn’t download a mobile app. We had technicians that would call in on a Friday afternoon to ask if they could pick another job up, or we’d have a customer that would all in at 3 o’clock on a Friday afternoon and say ‘We’ve got no hot water, can you come fix the boiler?’. So we’d call the technician and say we’ve got another job. He’d then jot it down on a sticky label or something in his van – or probably not write it down at all. He’d drive there, do the job – but then we’d never get paid.”

“We were growing as a business, our customer-base was growing, the demand for our services was growing, so we needed a system that could cope with the increase in jobs.”

What Was Your Biggest Challenge Before Using Commusoft?

“Before we used Commusoft, our invoicing was done manually. A lady in the office would produce an invoice and at the end of the week she would send all those invoices out in the post. So you could complete a job on a Tuesday – by the Thursday or Friday you’re posting the invoice – by the Monday they’ve received it – and a few days later, they’re paying it. The whole process could be a week or more.”

How Has Using Commusoft Helped You Improve This?

“Now, you click a button – and send an invoice! In fact, the technicians do it from site. Not only do invoices not get missed, but the technician can go to a boiler service, complete the work, and click a button – all within a second. The office staff doesn’t have to do any of it.”

How Has Commusoft Transformed Your Operations?

“We now have customers call our office, who are ready to handle the call and can book the appointment into a live calendar. If it’s a call-out for that day, which happens very often, it will appear in real time in the technician’s schedule. The technician can then travel to that job and carry out the work. If they need a part, they communicate easily back with the office – just click to select who to communicate with. Once they hit complete, it lets the office know they need those parts. The technician can then invoice and it will automatically send off the after-care email asking for a review. It’s all made very technician friendly and very easy to use. The communication between the office and technician is instant.”

Would You Recommend Commusoft to Other People?

“The way that Commusoft tracks every part of every single job – you will not lose anything – it gives you complete confidence in the whole system. Complete confidence to grow. Complete confidence to push on with your business. There is no way that we could run our business efficiently and effectively, presenting ourselves the way we do with our customers, with our reminders the night before, with our text messages that say ‘we’re on our way’… we just simply could not run our business without Commusoft, it would be impossible.“

Lincoln Smith
Managing Director