How Excel Tail Lifts
accelerated invoicing with FieldPal
​Excel Tail Lifts, based in Cradley Heath, West Midlands, specialises in the installation, maintenance, and repair of vehicle tail lifts, wheelchair access solutions, and related mobility equipment. With over 20 years of industry experience, Excel Tail Lifts provides high-quality, efficient services tailored to meet specific customer needs.
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​The Challenge
Before adopting FieldPal, Excel Tail Lifts faced several operational challenges:
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Slow paperwork processing causing delays in invoicing and cash flow.
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Time-consuming manual scanning and emailing of documents.
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Engineers needing to visit the office to drop off paperwork, leading to increased fuel costs and lost time.
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Difficulties in deciphering handwritten forms, leading to occasional errors and inefficiencies.
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Increased risk of losing paper documents and compromised document security.
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The FieldPal Solution
Excel Tail Lifts implemented FieldPal in January to digitise their paperwork processes. FieldPal additionally provided them with customised digital forms, tailored specifically to their workflow needs.​
​​​Key Results and Benefits
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Faster Processing and Improved Cash Flow
Forms are completed digitally on-site by engineers and automatically sent to the office upon completion. This enables same-day invoicing and significantly accelerates cash flow.
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Reduced Administrative Overheads
Digital forms eliminate the need for manual scanning and emailing. Completed documents are automatically stored electronically, simplifying access for both Excel Tail Lifts and their customers.
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Enhanced Document Security and Accessibility
With digital storage, the risk of document loss and unauthorised access is greatly reduced. Documents are securely stored and easily accessible anytime.
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Reduced Operational Costs
Engineers no longer need to visit the office to deliver paperwork, substantially cutting down fuel costs and saving valuable time.
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Improved Accuracy
Digitisation eradicates issues with illegible handwriting, significantly reducing errors.
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Flexible and Responsive Service
Excel Tail Lifts praised FieldPal’s excellent customer support, highlighting rapid response times and ease in making adjustments to forms when required.​​
FieldPal has made such a difference to our business. The forms are simple, easy to complete, and automatically forwarded to our office. This has improved our cash flow, document security, and overall operational efficiency. The reduction in mistakes due to handwriting issues has also been significant. Additionally, the support and responsiveness from FieldPal are fantastic. I would absolutely recommend FieldPal - I’ve yet to find any negatives, just numerous positives and benefits for our company.
Sharon Wildman, Accounting and Operations Coordinator at Excel Tail Lifts
​​Conclusion
With FieldPal, Excel Tail Lifts swiftly transformed their paperwork into streamlined digital workflows, going from setup to fully operational in just days. The adoption of FieldPal has delivered measurable improvements, enhancing cash flow, reducing administrative costs, and significantly boosting accuracy and document security.
The ease of use and dedicated customer support further solidified FieldPal as an invaluable tool in Excel Tail Lifts’ daily operations.​