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Air Dynamics Case Study

Footprint
San Angelo, TX

Number of Techs
3

Number of Customers
4,000

Field Service Software Integration
Service Titan

“It’s one of the best investments we’ve made as a company. It’s a mobile app that allows my technicians to capture information and videos while they’re diagnosing the system/problem. Once they have all that info, they can easily share that with the homeowner so they have a full understanding of what’s going on. It keeps everything on the back end organized and makes sure the customer feels more involved in the whole process.”


ASHLEA BRUMLEY
Sales and Marketing Manager

 

“I am responsible for answering phones, dispatching, and working one on one with the techs regarding all things service calls, including repairs. XOi has been a game changer for us! It allows us to review video footage of the issues and repairs found on location and also visibly review before and after repairs/cleanings with our customers. XOi allows me to review information from the call and share it via email or text with customers when they call in with questions. I believe XOi has been one of the best investments for our company and our customers and look forward to learning and utilizing more of its features in the future.”


STEPHANIE DEAN
Co-Owner

About Air Dynamics

For nearly 35 years, Air Dynamics has serviced customers in San Angelo, Texas. Today, they provide industry-leading heating & cooling services for nearly 4,000 people in the region.

Challenges

The team at Air Dynamics was absolutely bogged down with manual processes. Technicians were wasting time having to manually input data — their process required double entry of all data plates, photos, and videos. Both office staff and field techs were wasting productive time making sure everything was entered correctly. As for their customers, they were receiving physical copies of job summaries with little detail. Essentially, the customer had to remember what the tech had told them. This led to the potential loss of sales when a second decision maker needed to be involved, but wasn’t present at the time of service.

Approach

After a handful of unsuccessful attempts to “go digital” with other solutions, after a brief introduction to XOi, the management team at Air Dynamics was sold. XOi integrated with Air Dynamic’s FSM and eliminated the need for their technicians to have to jump around from app to app. With XOi, all of their digital processes can be housed in one single app.

Results

Other than one slight adjustment to the technician’s workflow, which was basically just making sure they spoke on video, the entire staff at Air Dynamics was confidently and correctly using XOi within the first week. While the app is currently being used primarily for data capture, the team is working to combine detailed workflows and their knowledge base to develop a training curriculum that will allow them to train new hires quickly and efficiently.

With XOi, Air Dynamics has been able to:
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    Increase closing sales for new customers
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    Increase preventative maintenance sales
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    Increase their overall ROI

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