Case Study

Britain's second-largest boiler installer reaches its customers 25% faster

25 %
Faster customer reachability
Increased efficiency in Scheduling
Transparent service processes
In the summer of 2018, Solvares Field Service implemented an appointment and route optimization solution for HomeServe’s installation department in a very short cycle. This allowed it to be successfully deployed as early as autumn and winter, the company’s busiest period: HomeServe reached its customers 25% faster than before.
HomeServe is the second-largest boiler installer in the UK. Essentially, sales and service take place in two steps. First, a surveyor conducts a video, telephone, or on-site survey to understand the customer’s wishes and needs, recommend a suitable boiler, and present a quote to the customer. If the customer accepts the quote, the second step is the installation of the corresponding boiler by the field service technician.

Complex planning and scheduling

The business model therefore requires the planning and scheduling of a complex mix of surveyors, who process many orders a day, and field service technicians, who require one or more days for an order. When looking for new appointment scheduling and route optimization software, it quickly became clear that HomeServe needed a software application that combined both requirements.

More than just filling gaps

The trigger for the search for a new appointment scheduling solution was the desire to work smarter, not harder. The focus was therefore on the requirement to make workforce scheduling more efficient overall and to reduce the workload of back-office staff.

Richard Wilson, IT Director at HomeServe, explains:

Previously, we always relied on the personal knowledge of our planning team members to know which surveyors and field service staff were best suited for a job in terms of geography, availability, and skills. We wanted software that could make smarter and faster decisions than our planners are capable of.
Richard Wilson
IT Director · HomeServe

HomeServe first heard about Solvares Field Service in discussions with other field service and planning solution providers. Wilson explains:

“Many of the planning tools we looked at were for filling gaps. In other words, they look for gaps in customers’ schedules that fit appointments. We wanted a more dynamic tool that offers us continuous optimization while providing a view of every appointment and field service employee, resulting in the best possible planning.”

The providers we spoke to said: We can't do it the way you imagine, but we know a solution that can: the one from Solvares Field Service.
Richard Wilson
IT Director · HomeServe

A tool that handles critical situations with confidence

Richard Wilson’s project team took a closer look at Solvares Field Service and found that real-time appointment scheduling and route optimization with VISITOUR was the solution they were looking for. An intelligent tool that evaluates all company operatives in real time and provides optimal planning and optimization even in critical situations.

VISITOUR makes smarter, faster, and more efficient decisions than other planning technologies. It works in conjunction with the platform-independent mobile solution MOBILE FLOW to ensure that field-based employees arrive at their appointments on time and are well-informed about the job upon arrival. Used together, VISITOUR and MOBILE FLOW ensure a significantly reduced administrative burden and the automation of the overall process.

HomeServe conducted a proof-of-concept pilot project with Solvares Field Service. It demonstrates the value of VISITOUR in terms of functionality and versatility, especially its ability to integrate into existing back-end systems.

Integration capability was central

Richard Wilson explains: “Integration was a crucial requirement for us. We needed to know that VISITOUR could integrate with our service management software. That’s what makes Solvares Field Service’s pilot projects so helpful. They are more than just demos where you have to imagine how the software will work in your own business context. The Solvares Field Service pilot connects everything and shows directly how the software can be applied in the respective company context. We saw immediately that Solvares Field Service was suitable for integration. We also saw at first glance how functional and multifaceted VISITOUR really is.”

Most software programs can do about 80% of what you need or really want. The ability to link orders is an excellent example of how VISITOUR can do much more.
Richard Wilson
IT Director · HomeServe

For example, the ability to combine orders looks like this: when HomeServe installs boilers, a field service technician is required for the installation and an electrician for the wiring. Solvares Field Service links both orders, even if they take place on different days. As a result, moving the installation date leads to a simultaneous shift of the electrician’s appointment by Solvares Field Service.

Faster implementation than usual

Winter is the busiest time of year for HomeServe, with a large number of boiler installations. The company relied on a short phase from concept through testing to go-live, and on everything working flawlessly before temperatures dropped and demand for new boilers reached its annual peak.

Implementation therefore took place in a significantly shorter period than usual. Thanks to the close cooperation between Solvares Field Service, the in-house developers, and the back-office teams at HomeServe, VISITOUR was live and integrated within a few weeks, scheduling hundreds of multidisciplinary field service operatives in a very short time.

Everyone pulled out all the stops

“We are very happy with how everyone worked to get VISITOUR ready for the autumn,” says Wilson. “It was a great team effort, and Solvares Field Service really helped us get off the ground. Our back office also deserves great credit. They worked very hard and very quickly.”

Wilson cites one reason why Solvares Field Service can be implemented faster than other planning software packages:

“We had no need, no time, and no resources to develop our own functions. We needed a solution that already worked fully and that we could adapt to our needs without further programming. That solution was VISITOUR.”
Richard Wilson
IT Director · HomeServe

A growth accelerator

HomeServe went live with VISITOUR in September 2018. Since then, the company has been scheduling its employees more optimally and cost-effectively. Route planning for every appointment is also better and smarter than before. This enables HomeServe to reach its customers faster.

“Solvares Field Service saves us time in the office, gives us a complete overview of our employees’ activities, and allows us to reach our appointments 25% faster than before,” concludes IT Manager Wilson.

Solvares Field Service has impressively shown us how efficient planning can be. For us, Solvares Field Service is a growth accelerator. The efficiency gains are so strong that we are now able to scale and grow further.
Richard Wilson
IT Director · HomeServe

HomeServe plans to use further Solvares Field Service products, including customizable customer and job reports from MOBILE FLOW as well as automated email and SMS functions to serve customers even better.

Richard Wilson, IT Director at HomeServe, summarizes: “We are a customer-centric company. That is ultimately why we chose the path with Solvares Field Service. We wanted a simple, intelligent, and efficient way to optimize appointments so that the customer gets their preferred date. Having made that possible, the automated emails and SMS are intended to keep our customers up to date at all times. We are fully focused on the optimal customer experience and are grateful that Solvares Field Service is helping us to implement this.”

What You Can Take away from this for your Service
Centralizing scheduling creates clarity and reduces the workload for technicians.
A specialized route planning solution scales even with six-figure order volumes.
The combination of scheduling and a mobile app brings efficiency gains in both the office and the field.
Unified processes (e.g., appointment announcements via SMS/email) improve the service experience and controllability.
Real-time optimization creates reserves for future business areas – such as expanding into further services.

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