Overhead Door Ottumwa Case Study

Overhead Door of Ottumwa Expands Business with RazorSync

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“One of our favorite features of the RazorSync application is the Service Item Reporting function. It itemizes all the service items used, a beneficial tool for materials management.”
– Greg Showalter

Overhead Door of Ottumwa Expands Business by Automating Field Management

casestudy-logo-overhead-door-ottumwaFounded in 1921, Overhead Door is the most recognized and respected brand in the garage door industry. The company has a nationwide network of more than 450 authorized Ribbon Distributors. Overhead Door is a leading provider of overhead and garage door systems, and continues to break ground with innovative solutions and provide the unmatched professional installation, service and support that keeps customers coming back. Overhead Door of Ottumwa, one of Overhead Door’s oldest and most successful Red Ribbon Distributors, adopted RazorSync mobile field service software in 2011.

The Challenge

Overhead Door of Ottumwa needed accurate costs of labor, equipment, and product inventory to create profitable estimates. That would require changing their focus from paper processes to more meaningful business data. Recognizing that the right technology would speed up processes and improve workflow and recordkeeping, the company decided to re-evaluate its existing business management processes and find a mobile field service management solution that would increase efficiency, reduce paperwork and increase productivity and profitability.

Greg Showalter, manager of Overhead Door of Ottumwa, started looking strategically at all aspects of the business. He said, “We wanted to explore additional ways to track inventory and job performance, improve employee communication and generate revenue, while still maintaining a high level of service to our customers.”

The Solution

During an extensive search for an automated product that would meet all of those requirements, Overhead Door of Ottumwa evaluated several field service and business management applications. When they came across RazorSync, “We received a live demonstration of RazorSync’s web and mobile editions and knew instantly RazorSync was the ideal fit for our business,” said Showalter.

RazorSync field service business software connects office to field with computer, tablet and mobile phone. With the application, schedulers can view workers on a map, dispatching the closest unit to each job. Managers and workers can access and update customer records from the field. Invoices are created and emailed before the technician leaves the job site, with photos and signatures attached.

For Overhead Door of Ottumwa, results included improved customer service and employee relations, reduced costs associated with processing paperwork, and enhanced efficiency through automation. “One of our favorite features of the RazorSync application is the Service Item Reporting function. It itemizes all the service items used, a beneficial tool for materials management,” said Showalter. “In addition, the Complete Mobile Invoicing feature allows us to auto-calculate service items and email final PDF invoices to our customers while on the job site, keeping our business records organized and up to date.” Office manager Joan Abernathy commented, “It saves so much time, at least 20 hours a week in field and office, and keeps us organized. When technicians create invoices on the job site, then bring checks back, it increases cash flow and saves on postage and office time.”

Expanding the Business

“Industry growth has always been fueled by innovation and new products. In order for Overhead Door of Ottumwa to expand our business, we needed to include a sustainable tool that we could use in the office and that our employees could use in the field. It was important for us to provide an easy-to-use yet affordable software system to complement our business practices,” stated Showalter. “The price point of the RazorSync application, $19.95 per month per user, helps us expand our business while still being cost effective. Plus, we know from experience that they provide first-rate customer support and on-boarding, a quality we knew was important in a software partner.”

Results

With RazorSync, Overhead Door of Ottumwa has been able to capture all critical business information in one location, allowing them to get more done with fewer resources. In addition to time saved, the company has seen improved employee communication and customer service, increased efficiency within their organization and captured repeat business from satisfied customers. “RazorSync was a great fit, both in terms of the application they provided and the support we were looking for to help us grow our business. When we have a question, we quickly get help, and feel that we are a part of developing the next version. They are a true partner, willing to roll up their sleeves and help us achieve success,” said Showalter.

Business Impact

Overall, the company found RazorSync improved workflow, improved recordkeeping, increased efficiency, reduced paperwork, increased productivity, and improved cash flow.