From Paper to Digital: How Qualified Plumbing LLC Streamlined Operations and Increased Revenue with FieldPulse

Customer Spotlight: Qualified Plumbing LLC

Key Stats:

• Industry: Plumbing

• Company Size: 11–25 Employees

• Location: Keaau, HI, US

• Field Service Needs: Job Quality Management, Team Communication, Organization, Customer Communication, Project & Job Management, Business Insights & Data

Introduction

Qualified Plumbing LLC, a plumbing company based in Keaau, Hawaii, was experiencing growing pains as demand for their services increased. Their reliance on paper-based processes and multiple disconnected software solutions created operational bottlenecks, making it harder to scale their business efficiently.

From job scheduling and invoicing to customer management and reporting, their systems lacked integration, required manual data entry, and often resulted in errors. This fragmented approach led to delays in project completion, miscommunication among team members, and difficulty tracking job progress—all of which impacted their bottom line.

Recognizing the need for a modern, integrated FSM platform, Qualified Plumbing set out to find a solution that would eliminate redundant administrative tasks, provide real-time job tracking, and improve operational efficiency.

After evaluating several FSM platforms, including ServiceFusion, Jobber, ServiceTitan, and Housecall Pro, the company ultimately chose FieldPulse due to its all-in-one functionality, seamless QuickBooks Online integration, and superior customer support.

This case study explores the challenges Qualified Plumbing faced, why they selected FieldPulse, and the measurable improvements they’ve experienced since making the switch.

“The online platform has helped us tremendously with everything from reporting to communication, and we love the easy-to-use CRM system. You folks had everything in one bundle for a great price. Competitors wanted you to add items à la carte for an additional price.”

— Heather Aila, Office Secretary, Qualified Plumbing LLC

The Challenge

Disorganized Workflows and Inefficient Processes

Before implementing FieldPulse, Qualified Plumbing relied on manual data entry and outdated systems to manage job tracking, scheduling, and customer interactions. This fragmented approach resulted in:

• Redundant Data Entry: The same information had to be manually recorded multiple times across different tools, increasing the risk of errors and slowing down workflows.

• Scheduling Issues: Assigning jobs and dispatching technicians required constant back-and-forth communication, leading to delays and inefficiencies.

• Lack of Visibility: Customer records, invoices, and job details were scattered across different platforms, making it difficult to track job progress or retrieve critical information.

• Missed Opportunities for Business Insights: Without real-time reporting, the company struggled to analyze performance metrics, track profitability, and make informed decisions.

The Search for a New FSM Solution

As Qualified Plumbing began searching for a new FSM platform, they identified several must-have features to ensure smooth adoption and long-term success:

• Seamless QuickBooks Online Integration – Automatically sync customer data, invoices, and payments to reduce manual entry and financial errors.

• Improved Scheduling and Dispatching – A system that could efficiently assign, track, and reschedule jobs, ensuring technicians were deployed on time.

• Robust CRM and Customer Communication – A centralized platform to store customer records, job histories, and service agreements, improving customer service.

• Automated Workflows – Features to streamline appointment reminders, invoicing, and project tracking, reducing administrative workload.

• Scalability and Cost Efficiency – A solution that could grow with the company without forcing them into expensive add-ons or hidden fees.

During their search, Qualified Plumbing evaluated several FSM platforms, including ServiceFusion, Jobber, ServiceTitan, and Housecall Pro. However, these options had major limitations:

• Many required additional fees for essential features, such as reporting, CRM, and inventory tracking.

• Limited customization options meant that Qualified Plumbing could not tailor workflows to their specific needs.

• Integration issues with QuickBooks Online made financial management cumbersome, requiring manual adjustments to invoices and payments.

Ultimately, FieldPulse stood out as the only FSM platform that met all their requirements in a single, easy-to-use system.

Why FieldPulse Stood Out

1. All-in-One Functionality

FieldPulse combined scheduling, CRM, invoicing, and reporting into one platform, eliminating the need for multiple disconnected tools.

2. Intuitive and Easy to Use

With a simple interface and mobile app, both office staff and technicians could quickly adopt the system.

3. Automated Workflows

FieldPulse allowed Qualified Plumbing to automate repetitive tasks like scheduling, invoicing, and customer notifications.

4. QuickBooks Online Integration

Unlike competitors, FieldPulse seamlessly synced with QuickBooks Online, ensuring smooth financial management.

5. Responsive Customer Support

Qualified Plumbing received ongoing support, training, and assistance tailored to their specific needs.

Business Impact

Once Qualified Plumbing implemented FieldPulse, the company immediately saw improvements in operational efficiency and profitability.

Time Savings and Operational Efficiency

• Saved 7–9 hours per week by eliminating manual data entry and reducing administrative workload.

• Streamlined scheduling and dispatching, allowing for faster response times and improved service coordination.

• Real-time job tracking provided office staff with up-to-date information on technician assignments and project statuses.

Revenue Growth and Financial Gains

• 23% increase in revenue due to faster invoicing, improved job tracking, and better financial oversight.

• Automated reminders and follow-ups resulted in fewer missed payments and a reduction in outstanding invoices.

• Standardized pricing and invoicing templates improved quoting accuracy, protecting profit margins.

Enhanced Customer Experience

• Improved response times with automated job updates and reminders for customers.

• Centralized CRM system allowed the team to provide faster, more personalized service.

Looking Ahead: Future Plans with FieldPulse

With FieldPulse’s scalable platform, Qualified Plumbing is now exploring additional features to further optimize operations:

• Advanced Inventory Management – Implementing barcode scanning and automated tracking to monitor job materials efficiently.

• Custom Reporting & Analytics – Leveraging detailed dashboards and performance metrics for smarter decision-making.

• Online Booking Portal – Allowing customers to schedule service appointments online, reducing administrative work.

As they continue to expand, FieldPulse will remain a critical tool in supporting their efficiency, scalability, and customer service goals.

Conclusion

By switching to FieldPulse, Qualified Plumbing LLC successfully eliminated paper-based inefficiencies, streamlined job management, and increased revenue by 23%.

With automated workflows, QuickBooks integration, and enhanced customer communication, FieldPulse has transformed their operations, allowing them to focus on delivering high-quality service while scaling their business.

As Qualified Plumbing continues to grow, FieldPulse will evolve alongside them, offering new features and continuous improvements to support their success.

For field service businesses seeking to enhance efficiency, improve customer service, and drive long-term profitability, FieldPulse is the solution that delivers measurable impact.

About FieldPulse

FieldPulse is an all-in-one field service management solution designed to help businesses streamline operations, enhance productivity, and improve customer service.

Key Features:

Scheduling and Dispatching

Estimate and Invoice Management

CRM and Customer Communication

Dashboards and Reporting

Custom Workflows and Automation

Inventory and PriceBook Integration

FieldPulse’s comprehensive platform, intuitive design, and reliable customer support make it a valuable partner for businesses like Qualified Plumbing LLC. By eliminating paper-based inefficiencies, centralizing job management, and improving financial tracking, FieldPulse has empowered Qualified Plumbing to increase efficiency, boost revenue, and enhance customer satisfaction. With its scalable features and automation tools, FieldPulse continues to support their long-term growth and operational success.