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Harris Salt Lake Doubles National USPS Account Through XOi Documentation

Turning field data into growth across a national USPS account

 

Harris’ Salt Lake and Boise branches support USPS facilities under a national subcontracting agreement managed through JLL. In this environment, preventive maintenance is more than a service visit. It is a contractual deliverable that must stand up to operational review and compliance scrutiny across multiple locations.

The Salt Lake and Boise teams were already delivering dependable field execution. The opportunity was to bring that same level of discipline and consistency to how the work was documented, creating greater visibility for stakeholders across the portfolio.

 

The opportunity

 

USPS facilities span urban hubs and rural routes, each with unique equipment profiles and inspection requirements. Documentation must clearly support inspection findings, refrigerant verification, equipment validation, and repair recommendations.

In addition, equipment records inherited from prior providers were not always complete or up to date. According to the Harris team, model and serial information did not always match the equipment physically on site. In some cases, required inspection items such as refrigerant checks were being flagged even when equipment did not contain refrigerant.

This created unnecessary ambiguity during review and required clarification between field teams and stakeholders. Without a consistent documentation standard, stakeholders had limited visibility into how inspection findings connected to service and repair recommendations, making it more difficult to evaluate work consistently across locations.

Harris saw documentation not as paperwork, but as a lever to reinforce performance, accountability, and long-term asset visibility.

 

The solution

 

The Salt Lake and Boise teams implemented a USPS-specific preventive maintenance workflow aligned directly to contractual inspection requirements.

The workflow standardizes documentation of:

  • Required inspection responses
  • Refrigerant verification, including confirmation when not applicable
  • Equipment data plate validation
  • Site verification images

Structured digital reports replaced handwritten forms, producing a consistent and review-ready deliverable across all serviced locations. Compliance checkpoints are embedded directly into the process, ensuring required information is captured clearly and systematically.

Before implementation, inspection notes were handwritten and could vary in format by technician. Required questions were answered, but responses were not always structured uniformly. Equipment data was recorded, but not consistently validated against the physical data plate at each visit.

After implementation, required inspection questions are prompted within the workflow, model and serial information is validated directly from the equipment, and technicians confirm refrigerant status explicitly. Each visit generates a standardized digital report that can be reviewed consistently across sites.

The service execution remained strong. The presentation of that work became sharper and more uniform.

 

The results

 

100% regional footprint growth

Through subsequent bid cycles, the Salt Lake and Boise branches doubled its USPS site footprint from 17 to 34 sites, achieving 100 percent regional growth. This expansion reflects sustained performance in a competitive, rolling evaluation environment.

 

Zero documentation revision requests

Following workflow implementation, the team reported zero documentation revision requests during the most recent preventive maintenance cycle. Inspection questions are now answered. 

 

More efficient repair authorization

Repair approvals follow established authorization thresholds. By attaching structured documentation and equipment photos directly to quotes, the Salt Lake and Boise team provides immediate clarity into field conditions.

Approvals move efficiently once documentation is reviewed, reducing follow-up and supporting timely execution. Clear documentation strengthens confidence in field recommendations and supports consistent evaluation of service and repair work across locations.

 

Improved asset visibility and compliance alignment

Structured data capture and equipment validation photos are improving equipment record clarity across serviced facilities. This supports accurate asset tracking and reinforces refrigerant-related documentation requirements when applicable.

 

A scalable model for national expansion

 

Because USPS locations are evaluated individually over time, documentation consistency becomes a competitive advantage. The disciplined approach implemented in Salt Lake and Boise provides a framework that can be adopted across other Harris regions supporting USPS facilities.

As additional locations enter evaluation cycles, this standardized, contract-aligned model positions Harris to expand its footprint nationally within the USPS portfolio.

 

Conclusion

 

By elevating documentation to the same standard as field execution, the Harris Salt Lake and Boise branches:

  • Doubled their regional footprint
  • Eliminated documentation revision requests
  • Improved repair authorization clarity
  • Strengthened asset visibility and compliance alignment
  • Established a scalable foundation for national account growth

The result is a service model defined by consistency, transparency, and operational discipline. One that supports both day-to-day performance and long-term expansion within a national federal account.

 

Learn more

 

For a deeper look at Harris’ approach and results, download their full case study here.

National Account:
United States Postal Service (USPS)
Service Region:
Salt Lake City, UT and Boise, ID
Services:
HVAC Preventive Maintenance & Repairs
Footprint:
17 → 34 locations serviced by Harris in the Salt Lake & Boise Region
Field service software:
WennSoft + XOi
Once we standardized our documentation, it became much easier to clearly show the work being done at each site, and that helped support our growth across the account.
John Reynolds
Service Manager

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