Skip to content

Stories from our Customers

How this HVAC and plumbing company uses EBMS for field service management

Software for Field Service Management

Introducing

Cocalico Plumbing and Heating

When a company has withstood the test of time, it is always interesting to see what has attributed to its success. Cocalico Plumbing and Heating has been in business since 1990 and is known for their outstanding and trusted personal service. CPH’s main focus is on plumbing and HVAC service and replacement. Their work is mostly in residential, but they also do some light commercial work.

Why they needed ERP

Having been in business for almost 30 years, Cocalico Plumbing and Heating has a long list of loyal customers - all needing different jobs done requiring different parts, and expecting excellent service.

And with multiple technicians each making up to 6 stops a day, keeping track of service job details, schedules, recording time, and communicating with dispatchers and office staff became a bit complicated.

Cocalico P&H needed a system that would give them better field communication and automate their processes.

Apps for field service management

Why they chose EBMS

With comprehensive sales, service, and parts history, technicians can see what was done in each home in years past. Knowing what kind of toilet and parts are installed in each individual room of a customers’ home allows them to offer more personalized, efficient service.

And by replacing paper work-orders with a task management app, office staff can track the progress of their technicians by viewing task and time card progress in real-time. Emergency calls come in often and this transparent progress allows office dispatchers to shift schedules easily.

Cocalico Plumbing and Heating benefits from many of the features within EBMS, including

  • MyEBMS MyTime app
  • Tasks & Work Order Management
  • Unlimited Sales, Service, and Parts History
  • Labor Management
ERP for field service management

“All day long from the moment we come in here and turn our computers on, EBMS is a big part of everyone, all through the day, we’re constantly in there. I find it very easy to use."

Marcie Zerbe

Get Started Today

1

Connect

Your business is distinctive. We’ll first discuss your business goals (and pressures!) so we can partner with you to achieve your vision.

2

Align

We’ll collaborate to build out a project and training plan that fits specifically with your business goals and practices.

3

Implement

We help adapt your processes to the new system. After going live, you will gain traction with the tool, and take advantage of the future.

4

Thrive

We're committed to grow with you as you build into the future. Scale with confidence and move forward with a partner you trust.

Schedule a consultation today