Tampa Bay Trane Ahead of Remote Quoting Game; Partners with FieldConnect to Develop Electronic Quoting Workflow

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FieldConnect, Inc., the leading provider of workforce mobility solutions for Microsoft Dynamics SL, announced today that Tampa Bay Trane, a longtime provider of HVAC equipment, control service repairs, and maintenance of existing HVAC systems, has implemented FieldQuotes to manage leads and close business from the field.

FieldConnect Workforce Mobility Solutions

FieldConnect Workforce Mobility Solutions

Field Quotes will definitely give Tampa Bay Trane a competitive advantage in our marketplace and more importantly, we’ll be more effective and efficient at solving our customers’ service issues.

FieldConnect, Inc., the leading provider of workforce mobility solutions for Microsoft Dynamics SL, announced today that Tampa Bay Trane, a longtime provider of HVAC (Heating, Ventilation and Air Conditioning) equipment, control service repairs, and maintenance of existing HVAC systems, has implemented FieldQuotes to manage leads and close business from the field.

Like all FieldConnect mobility solutions, FieldQuotes integrates directly with Microsoft Dynamics SL, pulling information such as service agreement information and special pricing and labor rates from rate tables and inventories, to give service technicians a jump on closing business on the spot, or routing a quote to the back office for approval. Whether being used by a field service technician, a sales executive, or a Service Manager, FieldQuotes’ sophisticated workflow preserves back office control by placing limits on the jobs that can be quoted and closed without approval and provides the option to automatically route to multiple estimators for review and order entry, thereby allowing the parts needed to complete the job to be ordered in a shortened period of time.

“We are fortunate to have great relationships within the Dynamics SL community,” says FieldConnect President Rick Galyean. “Some of the specifications for our dispatching solution were molded by longtime members of the SL Users Group, and now we’ve had the opportunity to work with Tim Barnes at Tampa Bay Trane to develop and test the framework for this unique field service quoting solution.”

“We pride ourselves on having the most knowledgeable technicians and the best response time in our service area,” says Service Sales and Operations Manager Barnes. “Giving our technicians and sales staff the ability to provide on-the-spot HVAC equipment or controls service quotes will improve our ability to solve our customers’ problems quickly. FieldQuotes will remove the delay that can be caused by having to provide an office-prepared quote for HVAC service repair. Having integrated quoting software also allows our technicians and sales staff to create a proposal without having to remember or know a customer’s negotiated labor or material rates. Field Quotes will definitely give Tampa Bay Trane a competitive advantage in our marketplace and more importantly, we’ll be more effective and efficient at solving our customers’ service issues.”

FieldConnect provides an end-to-end workforce mobility solution, including:

  •      FieldAccess mobile technician software
  •      FieldDispatch dynamic dispatching solution
  •      FieldDirect customer self-service portals for real-time status of work
  •      FieldLocator GPS fleet tracking
  •      FieldTime electronic timecards
  •      FieldProject project time management software

In addition to Microsoft Dynamics SL, FieldConnect solutions integrate directly with Microsoft Dynamics AX, GP, and NAV, as well as Sage 300 Construction & Real Estate and Sage 300 Trade Specialty (Sage 300, formerly Sage Timberline), making critical data from the accounting system visible throughout the organization, and bringing field service organizations to a level of unparalleled productivity.

FieldConnect is a long-time sponsor of the Microsoft Dynamics SL Users Group (DSLUG). SL Users attending the annual DSLUG conference in San Diego can view a demo of FieldQuotes and other mobility solutions, as well as hear FieldConnect executives present "Mobility for Effective Field Management: How to Select and Implement a Solution", “Service Dispatch in a Nutshell”, and “Service Contracts and Equipment in a Nutshell.” DLSUG 2013 takes place September 18-20 in San Diego.

About FieldConnect
FieldConnect enables organizations to leverage the power of mobility to enhance customer and employee engagement, providing anytime, anywhere access to information and resources. The FieldConnect workforce mobility platform extends the functionality of Microsoft Dynamics AX, GP, SL, and NAV, as well as Sage 300 Construction and Real Estate and Sage 300 Trade Specialty (formerly Sage Timberline). FieldConnect is a privately held Microsoft Certified Partner and Sage 300 Development Partner based in Irvine, California and has been innovating and deploying mobility solutions since 2002. http://www.fieldconnect.com.

About Tampa Bay Trane
Since Tampa Bay Trane was founded in 1969 our goal has been to provide for the growing needs of our owner, consulting engineer and installing contractor customers. Initially our capabilities centered on supporting the sale of Trane equipment. Over the years our offering has grown so that we can now deliver needed skills for digital temperature control systems, start up and first year warranty service, maintenance agreements of many types, operator training, system energy analysis, replacements, retrofits, and repair contracting, 24x7x365 emergency services, rental equipment, performance contracting and HVAC system on-site operations. We’re ready to help you.

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Lisa Juley
FieldConnect, Inc.
+1 (949) 428-1540 Ext: 15
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Rick Galyean
@fieldconnect
since: 04/2009
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Fieldconnect, Inc.
since: 05/2013
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