D&B Utility specializes in AMI projects, managing everything from small municipal deployments to large-scale installations. After trying various field service management solutions and even considering developing its own software, D&B Utility partnered with Fieldman—and experienced significant growth.
Solution: Field Service Management for Audit & Smart Meter Deployment
Key Feature: Customizable platform tailored to each field project
Location: Texas & Colorado
In the early days, D&B Utility lacked an IT team and tried to piece together a solution using Google Sheets, Excel, and pen-and-paper workflows. While this worked initially, it became clear that managing 500 to 10,000 work orders at once required a dedicated platform.
"We quickly learned that if we were going to grow from a small, local operation to where we are today, we needed a better system," said Trevor Beck, Head of Sales at D&B Utility. The challenge was that most work order management systems were built for call-in dispatching models, like HVAC or roofing, and didn't fit the scale or complexity of AMI projects.
As a result, their previous system led to inefficiencies and operational headaches, slowing down growth.
Partnering with Fieldman eliminated manual processes and streamlined field operations, allowing D&B Utility to scale without hiring an IT team. "We use Fieldman in every way possible—for work order management, documentation, and as the connector between us and the utility," Trevor explained.
At the beginning of each new project, the Fieldman team evaluates the scope of work and job complexity, then sets up a platform with tailored workflows and business requirements. Once that's done, the D&B Utility team steps in to begin scheduling, dispatching, and sending technicians to complete the job.
With Fieldman, technicians now:
- Document everything in the field using the app
- Stay on task with project-specific workflows
- Eliminate back-and-forth confusion, making operations more efficient
One of the biggest benefits? Technicians never complain about Fieldman. "Our guys complain about everything—the weather, the cleanliness of job sites—but never about Fieldman," Trevor joked. "The app just flows naturally, whether they're using an Android or iOS device."
By using Fieldman, D&B Utility has:
- Optimized efficiency without an IT team
- Reduced errors through real-time data verification
- Streamlined project management, keeping both technicians and utilities informed
- Improved scalability, allowing them to take on larger projects with confidence
Most importantly, Fieldman keeps them focused on what they do best—being in the field and growing their business.
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