HomeServe is the UK’s second largest boiler installer and the operations have two distinct components. First, a sales surveyor will conduct a video, telephone or in-home survey to assess what kind of boiler a customer needs, recommend one, and produce a quote. Secondly, field engineers will attend a customer’s property to install a boiler once a quote is accepted.
This presents a complex mix of sales surveyors who attend many jobs in one day and engineers with one job that could require one day or several days for installations. So, when searching for new scheduling and route optimisation software, HomeServe needed a tool that …