Plecto Saves Canadian Home Service Firm Hundreds of Hours

Case Summary

Challenge

Data previously managed with Excel and Numbers
Time wasted compiling, verifying, and manually tracking data
Excel spreadsheets lacked meaningful visuals, often leading to disengagement

Solution

Plecto linked directly to ServiceTitan, pulling data in real time and eliminating the need for manual input
Customized dashboards replaced static spreadsheets with interactive, visually appealing charts and graphs
Dashboards designed with gamification elements, so employees could see immediate impact of their actions

Results

Hours saved across departments thanks to automatic data updates
Visual KPI displays for easier profitability awareness across the company
Dashboards like the "Three-Day Call Board" and "Sales Revenue" enable managers to track progress effectively and make data-driven decisions
Improvement in staff morale and cohesion

Company Background

Located in Vernon, British Columbia on the Canadian West Coast, Fox Plumbing Heating Cooling Electrical is a family-run SME specializing in all areas of home service. Founded by Ted Fox in 1999, it was purchased by his son, Ted Jr., between 2008 and 2012. Since then, Ted Jr. has centered his vision for the Fox family business on making a difference in the home service industry: creating a better place to work, offering people real careers, and providing consistently professional service to customers. Fox's mission is to elevate the community through five-star customer service, quality workmanship, and ongoing education. True to this goal, the business has a 4.7 average rating on Google Reviews.

Fox / Plecto Webinar

Want to learn about how Plecto revolutionized Fox's workflow, particularly with data analysis, ServiceTitan integration, and employee motivation?

You can watch the Fox/Plecto webinar HERE to find out how.

In this half-hour presentation, Ted Jr. and Plecto Partnership Manager Andrew Chow discuss how Fox implemented Plecto to automate data management, enhance digital visualization, and improve team engagement. The duo also offers practical insights for using Plecto in your own organization.