Rochester Midland Corporation

Since implementing Klipboard, Rochester Midland Corporation have been able to save valuable time on job management in order to focus on delivering a high level of customer service to their clients.

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Water Treatment

Rochester Midland Corporation

Background

Rochester Midland Corporation have been a leader in the specialty chemical manufacturing industry since 1888 and has a pioneering position in the development of sustainable programs. They specialise in manufacturing chemicals for food sanitation, water treatment, legionella control, facility maintenance, restroom odor control, feminine bin services and industrial cleaning. Rochester Midland Corporation in the UK is a wholly owned subsidiary of the USA Corporation and are registered to the Legionella Control Associatio.

As a water and wastewater treatment company, Rochester Midland supports a technical sales team throughout the UK and Ireland offering sustainable water management programs that are green, financially viable and add social value for the user and their community.Their programs serve all manner of industrial applications, including Cooling Towers, Closed Loops & Chilled Water, Steam Boilers & Generators and Hot & Cold Water Systems.

The Challenge

For many years Rochester Midland Corporation had been scheduling all their jobs to engineers through a manual process and used paper based methods for completing their on site reports regarding the compliance and maintenance of Cooling Towers, Closed Loops & Chilled Water, Steam Boilers & Generators and Hot and Cold Water Systems.

These on site reports, including health and safety checklists and legionella risk assessments, were all documented on paper forms. Each engineer was required to manually complete these and write up a report on each job in the field. Once a report was written, the engineer brought it back to head office where further administration of entering this into a Word document took place. The process usually took around 2.5 hours per day in administration.

Rochester Midland were looking for an easy to use, all in one job management platform to help them streamline their scheduling, allocation fo jobs and most importantly the ability to move their on site reports to a digital format enabling the quick retrieval of information from the field back to the office.

The Answer

Klipboard was able to provide a complete all-in-one Job Management Software platform. They are now able to schedule jobs for their engineers using our scheduler and jobs are dispatched to the relevant engineer's Klipboard mobile app where they will receive all the relevant job information. Back in the office, operational managers have total oversight of business performance and a real time access to all the jobs as they progress using Klipboard's live tracking map view.

Using Klipboard's Mobile Form Builder, they were able to create custom forms to exactly match their needs along with using our pre-loaded industry standard templates for the water treatment industry. These forms are deployed with a scheduled job and completed on the Klipboard app by their engineers out on site. Data for the specific forms can be captured simply by typing or selecting responses or even through the use of voice dictation using the Klipboard mobile app. The ability to have mandatory fields, capture job images and client signatures is enabled to ensure compliance is met.

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Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, try our 14-day free trial today.

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It’s fantastic software and has made completing jobs in the field a lot easier. Klipboard has helped us with meeting compliance and allowed us to provide client reports faster. Stephen Biggs, Operations Manager

The Results

Klipboard has streamlined Rochester Midland's business operations and management of their field engineers through the use of our range of job management software features. By removing their paper based processes they have saved around 350 hours in the first 6 months of using Klipboard.

Rochester Midland Corporation has seen a wide range of benefits from using Klipboard, particular in their documentation process as it is now completely digital. This allows for total oversight of each job from the office to the field along with the improved reporting time to their client. They are able to complete more jobs and streamline communication with their clients as the job documentation is automatically sent to their client, ensuring instant access to reports as soon as the engineer has completed the job.

Reducing Admin

2.5

hours every day

Gain efficiency in the field & the office

Streamline operations, improve customer service, and grow your business.

Customisable form templates

Create water treatment form templates for completion on jobs via the mobile app.

Job Management
Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
Schedule & Dispatch
Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day.
Clients & Suppliers
At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes and more!
Asset Management
Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations.
Accounting
Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting.
Inventory
Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used.
Form Builder
Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required.
Live Tracking
Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature

Game Changing Features

Jobs
Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
Schedule & Dispatch
Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day.
Clients & Suppliers
At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes and more!
Asset Management
Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations.
Accounting
Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting.
Inventory
Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used.
Form Builder
Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required.
Live Tracking
Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature

Rochester Midland Corporation