Challenges
OnIT grappled with significant operational challenges, largely due to their reliance on manual methods such as e-mail, Excel spreadsheets and the absence of an FSM system. These outdated processes lacked organization and real-time updates of work order management, technician scheduling, project oversight, and customer communication, hindering effective resource planning and workforce productivity. Additionally, their current system could not automate repeatable workflows.
Without a centralized solution, integration with their accounting software, QuickBooks Online, was not feasible. As a result, the administrative team spent excessive time updating invoices manually, increasing the risk of human error.
Transforming Operations with Zuper
OnIT partnered with Zuper to improve efficiency across all areas of its field service operations by leveraging automation and real-time data synchronization.
Maximizing Efficiency with Connected Technology
Zuper’s open API supports integration with over 60 industry-leading apps, enabling OnIT to integrate with QuickBooks Online, syncing job and invoice data from Zuper to QuickBooks, connecting disparate systems, reduces errors.
Project Planning and Execution in One Place
Zuper’s project management module is a centralized hub for tracking long-term jobs, improving visibility for teams and customers.
- Gantt chart and list view support the visual representation of planning and monitoring a project from start to finish.
- Reusable templates are easily configurable to standardize repeatable tasks.
- Improved customer transparency with clear documentation of efforts invested and project status.
Mobile App to Empower Field Technicians
Zuper’s mobile app equips technicians with everything they need to execute jobs efficiently, reducing delays and improving productivity.
- Instant access to required materials, schedules, and customer details.
- Ability to capture rich data such as photos and attach service documents while in the field.
- Robust in-app features strengthen team collaboration and ensure precise service delivery, while automated notifications keep everyone informed, enhancing both efficiency and client satisfaction.
The Ultimate Solution for Field Service Excellence
With Zuper’s scheduling and dispatch capabilities and ability to manage customer data, OnIT can optimize resource allocation and improve communication with internal and client teams.
- Dispatch board enables job scheduling in minutes.
- Custom fields tailored to OnIT’s specific needs.
- Comprehensive Asset Management: A centralized platform tracks and manages assets, linking them to job and client history to ensure technicians arrive fully prepared.
Results
With Zuper, OnIT has saved hundreds of hours by streamlining work order management, task assignments, and financial processes, allowing them to focus on elevating service and productivity across the organization. The data sync between Zuper and QuickBooks Online simplified accounting, eliminating manual intervention. Technicians are equipped with Zuper’s mobile app for instant access to job details, in-app communication with the back office and customers, and the ability to capture and retrieve critical data for quick issue resolution. The project management tool offers a complete view of progress, automating repeatable processes with templated workflows to ensure consistency. By leveraging historical records in Zuper, OnIT generates accurate reports for budgeting to drive continuous improvement.
Conclusion
By embracing Zuper’s advanced FSM solution, OnIT is set up for operational success, resulting in immeasurable time savings and streamlined project management that takes their commitment to service to the next level. Zuper’s responsive support team gives OnIT the confidence that the platform will adapt and scale alongside their growing business. OnIT is not just keeping pace—they’re setting the standard for excellence in the managed service provider industry.
