Safair is one of those well-known and industry awarded installers that understands the logistics of the entire process of quoting, installing and servicing HVAC. From logging the initial contact details, organising the right materials, through to leaving their customers with a finished product that looks great on site and works efficiently.
To coordinate the logistics of all these components Safair rely on Flowista, a job & order management app that handles the multiple processes through quoting, installing and servicing to invoicing. Eddie Safar started Safair over 30 years ago and has seen the impact of technology on various aspects of business.
Having previously used other apps such as AroFlo Eddie switched to Flowista because of its ease of use and integrations, “Flowista provides us with history on the job. Excellent photo retentions and site notations available to the entire team as required. We do both service and installs, domestic and commercial in the HVAC industry and Flowista helps us fulfill recurring jobs, a good job board and tracking, all under one app.”
Safair’s Services Manager, Adam, has placed the app firmly at the centre of operations delivery between office and site. “Adding assets on the go is for our onsite techies is a great timesaver. Flowista is very easy to set up. It is straight forward and easy to use both in the office and for our onsite teams on their iPads or mobiles.”
Office Administration Nasia coordinates multiple processes ensuring efficient handling of enquiries and timely invoicing. “Taking enquiries and orders is time saving as you create the customer profile as you go. Scheduling jobs is easy. We use Xero as part of our overall accounting system and Flowista integrates seamlessly and very well with Xero.”
All this allows Eddie to have a constant and accurate view of the business at his fingertips. “Flowista provides me with an excellent snapshot of the business overruns and materials, a critical standout for me and also ensures we don’t miss billing any component. Flowista has excellent labour and timesheet costings.”