Customer Story

LifeSafety Management was an early adopter of PartsManager, ServiceTrade’s parts management solution. We spoke with Chris Ruzika about how parts management improved since they adopted and implemented PartsManager.

1. How were you managing parts before PartsManager?

Prior to PartsManager we were using our accounting system, Quickbooks Enterprise, for purchasing and inventory management. It was a workable system, though it required a lot of manual data entry by our employees.

2. What were the frustrations that led you to look for a new solution?

The sheer amount of manual transactions and data entry to keep our inventory in control was overwhelming. And because it was manual data entry, every part allocation and purchase order was an opportunity to input bad data that we’d then be tracking. Our back office was also required to do large month-end adjustments and reconciliations to keep systems in balance.

We also didn’t like the limitations our QuickBooks-based parts management system put on us in the field. First, we had no way to track inventory by each vehicle. Our technicians are set up as small warehouses, and manually tracking this was too taxing to think about implementing. Second, since QuickBooks Enterprise is not a cloud hosted solution, you had to be in the office to create a purchase order. Finally, we wanted to get away from Quickbooks requirement that parts had to be listed on an invoice to relieve them from inventory.

3. Why did you choose PartsManager out of all the options you considered?

Aside from the depth of integration with ServiceTrade, we trusted the ServiceTrade team’s commitment to supporting and developing the product to meet customer needs.

4. How has PartsManager improved your parts management process and the day-to-day life of your employees who are part of that process?

Purchasing Agent
The time spent on data entry has been cut in half for our Purchasing Agent, as transactions only have to be processed in one system, rather than two. He can also easily track multiple vendors’ parts numbers and costs for the same manufacturer part. For example, a Fire-Lite BG-12 can be sourced from five of our vendors all with their own unique part number and cost.

Accounting Team
Our Accounting Team has two workdays of time back each month since they no longer have to spend that time on month-end inventory reconciliations and transfers. We also are able to understand our financial situation at any point in the month, where before we were missing the impact of inventory and inventory movements until the end of the month.

Billers
Our Billers no longer have to ensure that every item is accounted for on an invoice, and no longer have to change the invoice templates to correctly display what we want the customer to see.

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