Changing business dynamics through innovation, accessibility, and collaboration.
How Advantage Refrigeration Achieved Complete Digital Transformation with Dynamics 365 Field Service
field service platform
Dynamics 365
payment integration
Stripe
first-year savings
$7,760
BACKGROUND
Modernizing HVAC Operations for Growth
Advantage Refrigeration, a leading HVAC and refrigeration service provider, needed to modernize their field service operations to support expansion into the Colorado market.
Their existing paper-based processes and disconnected systems were limiting growth potential and creating inefficiencies in service delivery.
With plans to expand operations across multiple states, they required a scalable digital platform that could manage complex field operations, customer relationships, and business processes.
MOOD implemented a comprehensive Dynamics 365 Field Service solution that transformed their operations and enabled successful market expansion.
CHALLENGE
Replacing Legacy Systems with Modern Field Service Technology
Advantage Refrigeration was operating with outdated paper-based processes that created bottlenecks in dispatch, customer communication, and service tracking.
The company needed to integrate Stripe payment processing and QuickBooks accounting with field service operations for seamless financial management.
Expanding into Colorado required systems that could scale across multiple locations while maintaining service quality and operational efficiency.
Field technicians needed mobile access to customer information, service history, and real-time communication with dispatch.
"We needed a complete digital transformation to support our growth plans. The old way of doing business wasn't going to scale as we expanded into new markets."
* Client testimonials have been edited for clarity and brevity while maintaining the original intent and meaning.
Greg Castro
Managing Member, Advantage Refrigeration
SOLUTION
Complete Dynamics 365 Field Service Implementation
MVP Field Service Platform
Implemented core Dynamics 365 Field Service with essential HVAC functionality including service call management, dispatch calendar, and mobile field access.
Integrated Payment Processing
Configured Stripe and QuickBooks integration for seamless invoice creation, payment processing, and financial tracking.
Mobile Field Solution
Deployed mobile applications for field technicians with work order management, customer information access, and real-time status updates.
Scalable Architecture
Built the system to support multi-location operations with role-based security and comprehensive reporting capabilities.
RESULTS
Transforming Operations and Enabling Growth
The Dynamics 365 implementation completely transformed Advantage Refrigeration's operations, providing significant cost savings compared to competitors while enabling rapid expansion into new markets.
Dynamics 365
Field Service Platform
Complete migration from paper-based to digital processes.
$7,760
First-Year Savings
Compared to leading competitor ServiceTitan solution.
Stripe + QuickBooks
Financial Integration
Seamless payment processing and accounting.
Mobile
Field Access
Real-time access for technicians in the field.
Get In Touch
Build right. Scale fast. Deliver outcomes. Better MOOD.