Del-Monde Goes Live on Cloud with Fieldpoint and Microsoft Dynamics GP

By CIOReview | Wednesday, May 14, 2014

FREMONT, CA: Del-Monde Heating and Air Conditioning contractor recently announced going live with Fieldpoint Job Costing and  Field Service Management  with Microsoft Dynamics GP integration.

Del-Monde has been installing HVAC systems throughout the Midwest. They have installed over 100,000 systems for wide range of customers especially homebuilders, but are also expanding their presence in the consumer market.

Owing to the business expansion, jobs would needed closer monitoring, and customer service levels needed to be maintained. New business software was required to achieve better management and it also had to be web based so employees and subs could have access from the jobsite 24 x7, 365 days a year.

Fieldpoint service management and Microsoft Dynamics GP for financials was the chosen cloud based solution.

To support Home builders more effectively Del-Monde took advantage of Fieldpoint site import features – This way customer could send them a list of site addresses to be electronically imported in Fieldpoint software. A work order for each site is now automatically generated and attached to the main job. A site kitting process was also implemented to make sure each install had the right components. Site work orders also allowed the project team to schedule resources and equipment for each new build, while letting the main job aggregate all revenue and expenses for complete analysis automatically.

Del-Monde now uses the new job management and costing system to track labor, materials, and ordering equipment. Fieldpoint’s standard integration to Microsoft Dynamics GP inventory/purchasing streamlines vendor orders and receipt notification.

The integration to GP customer billing applications allows milestone invoices, maintenance, and field service invoices to get out on time every time.

Resource management, payroll, and managing subcontractors is now handled by the new field service dispatching system, timesheet management to payroll, and creating payable vouchers into GP to pay vendors.