S&A Generators PTY Ltd: https://sagen.co.za/
S&A Generators PTY Ltd, located in Kwazulu-Natal, South Africa, is a well-established company specialising in generators. With the rise of "load shedding" in South Africa, both businesses and residential homes are increasingly seeking backup electricity solutions, such as diesel generators. These machines offer the ability to provide power during municipal power outages, but proper maintenance is crucial. This is where S&A Generators excel.
As diesel generator specialists, S&A Generators ensure that generators of all sizes are kept in optimal condition to reliably supply power to their clients when it is most needed. By maintaining a healthy generator, businesses can continue their operations without interruptions, preventing any loss of productivity. Similarly, residential customers can keep their geysers powered, ensuring a constant supply of hot water. S&A Generators is passionate about generators and takes pride in sharing their expertise with customers.
Louise Angel, a member of S&A Generators PTY Ltd, discovered Formitize while conducting an online search for Field Service Technicians on Google.
According to Louise, their business faced several challenges with their previous processes, including time delays, lost paperwork, delayed payments, manual data entry, and inadequate staff management.
Louise explains that the primary reason they turned to Formitize was to address their need for electronic forms and utilise the CRM for their sales process. They were specifically looking for solutions in asset management, CRM (customer management), on-site task completion, job management, job scheduling, leads and sales pipeline management, Paperless Forms, reporting, and prioritising safety.
Louise reveals that S&A Generators now utilises several Formitize solutions, including CRM (customer management), job management, job scheduling, leads and sales pipeline management, Paperless Forms, reporting, and web forms.
Setting up their Formitize account was straightforward for Louise, and she finds it to be a great and user-friendly solution. While they are still working on streamlining their sales process and workflow, they appreciate the simplicity and ease of use offered by Formitize.
To learn how to make the most of Formitize, Louise and her team participated in virtual screen share training and group training sessions. They have also utilised various support tools provided by Formitize, such as the 30-Minute Walkthrough Tour, demonstration videos, getting started guide, support ticket system, and user guide. Louise acknowledges the responsiveness and helpfulness of Formitize's support and customer service teams.
Before coming across Formitize, S&A Generators had been using a different software solution. After comparing Formitize with several other options, they concluded that Formitize was the best fit for their requirements. The integration between Formitize and XERO, which would ideally facilitate a comprehensive sales process once fully set up and running smoothly, was a crucial factor in their decision to switch.
When asked about their likelihood to recommend Formitize to others, Louise rates it a perfect "10."
Testimonial
Louise states, “Formitize is an easy-to-use all-in-one job management system with easy to build electronic forms and a scheduler function that has worked really well with our Field Technicians. Our service reports and site inspection forms look awesome and professional and the seamless integration with XERO is a bonus.”
Are you ready to experience the amazing features that Formitize offers? Start your Free Trial Today!
Back to Case Studies