Results continued
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field staff so that our forepersons can enter time for multiple
installers from one screen. The timecard system gives us an
approval process, and our time entries get entered directly into
payroll instead of having to wait for third-party integrations."
UMC developed an in-house integration that now lets it push
users from the HR module right into its Active Directory to
set up user accounts. "It has helped streamline and provide
consistency with things like titles and manager hierarchy. It's
now controlled through Vista as the one source of truth that
feeds into our other systems," he said. "That information also
pushes into our SharePoint company directory through our
intranet, and our signatures are also showing up in Outlook
signature blocks."
On the service side, UMC has rolled out more digitized forms in
the field, with data from those forms auto-populating right back
into Vista. Betlach said having all the data living in one system
has led to much better reporting, visibility and customer
support. It also has led to quicker billing.
"Our service team can do its own billing separately, without
having to go through accounting," he said. "Vista also helps us
manage our service agreements and preventative maintenance
work. The dispatch board is also great—a lot better than
the old-fashioned Post-it notes on a board, which a lot of
contractors are still using."
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