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Industrial5 Boosts Productivity and Efficiency with BlueFolder
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
- Equipment & Machinery
Applicable Functions
- Field Services
- Procurement
Use Cases
- Smart Contracts
- Time Sensitive Networking
Services
- System Integration
- Training
The Challenge
Industrial5, an engineering consulting firm in the thermal processing market, was looking to refine and expand its service offerings to attract new contracts and provide more value to existing customers. However, the company lacked an efficient way to manage work requests. With the anticipated increase in workload, it was crucial to help every employee focus their time most efficiently. The company needed a system to track work orders, contracts, employee assignments, and customer interactions. Given the broad range of services they offer, Industrial5 was in search of a simple, flexible tool that would help them manage time, set priorities, update status, and compile expenses and billable hours. They also required integration with their desktop billing software, QuickBooks®, to push job information directly to invoices.
About The Customer
Industrial5 is an engineering consulting firm that has been providing services to companies in the thermal processing market since 2000. The company helps its customers increase the performance and efficiency of thermal processing, manage equipment lifecycles, and prepare for regulatory audits. Industrial5 consultants also design training programs, help write technical proposals for Department of Defense awards, and prototype custom machine parts. The company was looking to refine and expand its service offerings to attract new contracts and provide more value to its existing customers.
The Solution
Industrial5 decided to implement BlueFolder, a field service engineer software. The company was able to load their entire business into the trial within the second day, integrating it with QuickBooks® and moving jobs through the system from submission to invoice. BlueFolder offered several features that helped Industrial5 increase efficiency and accountability while maintaining high customer satisfaction. These features included contract management, email integration, easy search, calendar integration, and cloud-based access. The contract management feature allowed Industrial5 to set a billing limit for individual accounts and alert the team if a job would exceed it. The email integration feature enabled engineers to attach messages directly to a job’s record in the system, reducing the likelihood of misunderstandings and mistakes. The easy search feature allowed employees to find job details quickly, while the calendar integration feature helped prioritize and focus employee time. The cloud-based access feature enabled the team to access the system anytime, anywhere.
Operational Impact
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