CASE STUDYBahrns Material and Equipment Company

The Problem

Bahrns Material Handling & Equip-ment Company provides supplies to outfit warehouse facilities world-wide. They provide a service and repair for all of their equipment. Before Canvas, all technicians and mechanics used paper forms to complete time cards, equipment inspections, and quote requests. Other operational inefficiencies included:

• Unreturned forms were writ-ten off as a loss

• Field Mechanics wasted time driving from the office to each job site

• Digging into an unorganized file system to retrieve prior work records

Savings By eliminating Paper

$7,391Dollars in Time Saved Since implementing Canvas

$16,250 $117,021 Annual ROI

By Implementing Canvas

Canvas is a mobile platform that makes it simple for any business to automate how work is done, replacing outdated process and expensive paperwork. The Canvas App works on all smartphones and tablets, helping companies easily collect information across their orga-nization, share it instantly with others and gain real-time insight on their business operations.

info@gocanvas.com

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The Strategy

Improving the ProcessCanvas Senior Mobile Consultants worked with Tara Funneman, the office manager at Bahrns, to build a mobile data collection platform that addressed the holes in their current process. They identified the need to:

• Consolidate service technician job history in one platform • Track work completion fully and accurately to bill customers for the full

extent of services performed• Ensure quotes were provided in a timely manner for all trade-in equip-

ment. • Ensure all work orders are fully filled out and completed on time

By addressing all these issues, Tara strove to eliminate the delay in the time it took to schedule, complete, and bill for any give job. This would help to speed up the entire sales cycle and the time it took Bahrns to get paid.

The Results

Automated FormsThrough the Canvas platform, Bahrns has been able to increase the accuracy and completion rate of their daily work forms. They have created mobile forms that automatically pull in critical customer information related to each job so that the technician doesn’t have to. Bahrns has even integrated their existing Softbase system with Canvas to help manage which forms get assign to which technician. Accurate & Faster Reporting Photo capture features add a layer of accountability and serve as a reference point for documenting damage caused by abuse and not covered in the Guar-anteed Maintenance program. The Canvas platform allows for data from each sale, repair, estimate, quote, or invoice to transmit immediately to the office for faster billing. Tara Funneman commented, “Now that we use Canvas the customer can actually be invoiced before the tech is even back to the office.”

Customer ConfidenceThrough Canvas, employees build customer confidence as they connect in real-time to provide on-site quotes, pull reference files and images from cloud-based image galleries, and demonstrate intricate product knowledge. They also can send the customer a professional looking invoice or estimate within seconds of completing a job.

“I downloaded Canvas and immediately began designing and found it easy to use and when I would hit a snag I would call their support team. And to be completely honest – that is what sold me on Canvas.”