In 1988, Maxair Mechanical was established with a commitment to deliver unparalleled design, installation, and maintenance services for commercial and industrial heating, ventilating, and air conditioning (HVAC) and plumbing systems. Serving all applications, the company's expertise spans critical cooling applications for server rooms, industrial processes, customer comfort, and medical office buildings.
Manual Time Entry, in Triplicate
As Maxair grew steadily over the years, its controller and executive management, Jenny Bundrick, recognized that the company was lagging in its technological adoption, preventing them from accelerating its growth.
“The biggest thing we were doing was manually entering time using paper-based work orders,” said Jenny. “The forms had to be filled out by the field technicians in triplicate with one copy to be hand-delivered or FedExed to the payroll department weekly. Then, someone in that department had to manually key all that time for each of the twenty-five technicians into the system.”
Aware that other organizations were phasing out paper processes in favor of electronic platforms and mobile apps, management decided it was time for Maxair to adapt. The company needed a modern approach to managing technicians' workflows.
Maxair’s search for a field operations platform led them to Operix.
Operix: A Game Changer
Operix is a field operations platform designed to enhance efficiency and accuracy in work completion and invoice generation, allowing users to increase productivity and expedite cash collection. With Operix, users gain a comprehensive view of all completed, ongoing, and scheduled work, enabling better management of personnel and resources.
Offering seamless integration with top-tier accounting software, Operix enables MAXAIR to create and send invoices instantly. This approach eliminates the need for redundant administrative tasks and promotes a seamless link between the field and the office.
"When I joined Maxair in 2014, we had 60 employees. Today, we have close to 400, thanks to both strategic and organic. Additionally, we are now part of a larger organization with almost 40 business units. Productivity has certainly increased for the technicians in the field,” explained Jenny. “When we were using paper-based work orders, they had to bring copies into the office every week or FedEx them if they were out of town. Now, the information flows digitally - saving time and effort for the entire team.”
“I absolutely think Operix has allowed us to grow without as much pain as we might have otherwise encountered without it in place.” - Jenny Bundrick, Controller
Jenny's team initially introduced Operix to a select group of tech-savvy technicians, ensuring a successful phased rollout.
"We implemented Operix in three stages," Jenny explained. "This allowed proficient technicians to serve as trainers and assist the next group in adopting the technology."
Increased Productivity – “Productivity has certainly increased for the technicians in the field,” explained Jenny. “When we were using paper-based work orders, they had to bring copies into the office every week or FedEx them if they were out of town. Now, the information flows digitally.”
Faster, Simpler Dispatching – “Operix has certainly been helpful from a dispatch standpoint,” said Jenny. “It’s much easier to give one of our 120 technicians an assignment. Now, instead of calling them and telling them where to go and what to do, the assignment pops up on their phone.”
Near Real-Time Insight – “Operix gives my team near real-time insight into the technicians’ workflows,” said Jenny. “When questions come up, we have the ability to go online and review the status of work orders. This is particularly helpful for those who work remotely.”
Supported Smooth, Yet Rapid Growth – “I absolutely think Operix has allowed us to grow without as much pain as we might have otherwise encountered,” said Jenny.
Fast Payroll Processing – It took roughly half a workday to enter payroll information for roughly 60 employees manually. Using Operix, Jenny’s team can handle payroll for nearly 400 employees in a single day.