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HVAC specialists, the Koolmax Group, has increased its maintenance engineers’ daily job count from an average of three, to up to four or five completed jobs per day, through improved scheduling and job tracking using Joblogic’s field management software.
Koolmax Group is a Bolton-based HVAC and refrigeration specialist with over 20 years of experience in the industry. The business supplies refrigeration products to more than 3,000 stores across the UK and provides both planned preventative maintenance and reactive maintenance services to help customers keep essential equipment running smoothly.
With such a large customer base, Koolmax Group needed a more efficient way to manage high volumes of maintenance work, emergency callouts, engineer schedules and warranty information. Before using Joblogic, keeping all callout information in one place was a challenge, and the back-office team needed a faster way to log jobs, assign engineers and keep work moving without delays.
By using Joblogic’s field management software, Koolmax Group has improved scheduling, job tracking and communication between the office and engineers in the field. Engineers can now receive full job details on their mobile phones or tablets, update jobs remotely and complete more work each day, helping the business increase its average daily engineer job count from three to up to four or five completed jobs.
Servicing over 3,000 stores not only creates a large number of jobs for the company’s engineers but for the back-office team as well. With a high volume of sites and emergency call outs, Koolmax needed a better way to keep call out information in one place, dispatch engineers quickly, and reduce delays caused by missing details and manual processes.
Joblogic enabled the back-office team to log call outs and assign engineers quickly, while engineers received full job details on mobile devices and updated progress in real time. Planned maintenance scheduling and live job tracking improved day-to-day coordination.
Koolmax increased the number of jobs engineers complete each day, reduced admin time, improved real-time communication across the business, and sped up invoicing. They also gained clearer visibility of equipment warranty information linked to each site.
Replace outdated desktop software with a modern, cloud-based solution
Equip engineers with mobile tools that required minimal training
Streamline F-Gas and asset management to meet REFCOM and ISO 9001 standards
Improve visibility and communication between field and office staff
Callout information was difficult to keep in one place
Limited visibility of live job progress
Engineers did not always receive complete job information promptly
By adopting Joblogic as a central field management platform, Koolmax Group could streamline scheduling, connect engineers with the back-office team and manage every stage of a job in real time.
Faster callout logging and engineer allocation
Real-time job tracking from creation to completion
Full job details available to engineers on mobile devices
Improved communication between field and office teams
The planned maintenance functionality of Joblogic’s software has been crucial in Koolmax's operations. The most suitable engineer can be easily and quickly identified and allocated to a task by using the drag and drop scheduler. A task is never missed and the progress is updated in the PPM schedule.
The software allows multiple people to log and view jobs at the same time. Yasir and his team can see the status of each job in real-time as it progresses from creation to completion. Joblogic keeps both customers and management informed on job progress and an invoice can be sent instantly upon completion.
Joblogic's mobile engineer app has given Koolmax live, two-way communication between the back office and engineers. Jobs can be deployed to engineers who can update job information instantly in the field. This helps to ensure all paperwork is correctly completed and legible.
An overview of the four essential phases guiding the project from initial discovery to final delivery.
STEP
1
Conducted in-depth workshops with key stakeholders to understand challenges, map current workflows, and validate the most critical needs for change.
STEP
2
Outlined the core MVP features—intelligent scheduling, mobile engineer app, invoicing, and reporting—aligned to business priorities.
STEP
3
Launched a pilot with selected engineers to validate usability, collect feedback, and refine the system before wider deployment.
STEP
4
Rolled out Joblogic across departments with structured onboarding and tailored training for engineers, administrators, and managers.
STEP
5
Introduced advanced reporting and a customer portal while providing ongoing support and enhancements to drive long-term value.
A structured process that ensured the right solution, smooth adoption, and long-term impact for the client.
Review processes and align technology to client needs
Pilot, train, and roll out across the organization
Ongoing updates, feedback, and long-term growth
Joblogic helped Koolmax manage high-volume reactive work with faster scheduling, clearer job visibility, and less admin.
Increased engineer productivity: Daily jobs rose from around three to four or five per engineer.
Made call outs easier to manage: Back-office teams can log call outs and assign engineers quickly.
Improved mobile working: Engineers receive full job details and report on jobs via phone or tablet.
Reduced admin time: Invoices that took around four days can now be sent with one click.
Improved real-time job tracking: Multiple people can log and view jobs at the same time, with live status updates from creation to completion.
Supported planned maintenance delivery: Drag and drop scheduling helps allocate the most suitable engineer and helps prevent missed tasks.
Made warranty tracking simpler: Equipment warranty information is visible per site, helping determine whether a call out is chargeable.
Kept subcontractors informed: Job details can be shared by email so subcontractors can act quickly without needing system access.
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