You may already know that TrinDocs provides AP Automation as Unique as You, but did you know that TrinDocs also offers document management workflow solutions beyond accounts payable? Following a recommendation from another TrinDocs client, Toyota Lift of Minnesota, the team at F-M Forklift asked TrinDocs to automate their service department processes as well as their AP invoicing process.
Unique Situation
Prior to TrinDocs, each of F-M Forklift’s seven branches would send a UPS box of “arts and crafts” each Monday to the corporate office where the team would then spend an entire day matching time cards with work orders and sorting through all of that week’s paperwork.
Tailored Solution
F-M Forklift was impressed with the level of expertise and creative flexibility that TrinDocs used to solve their complex workflow challenges. Particularly, TrinDocs’ understanding of the business needs and best practices for the material handling equipment distributor network allowed TrinDocs to tailor solutions that F-M Forklift didn’t think were possible. TrinDocs successfully synced to EBS-Next to deliver significant time savings with OCR to auto-populate receipt lines, confirm three-way matches and create automatic payables transactions. Since TrinDocs and EBS-Next have pre-built ERP integrations then the correct data pulls and formatting are already in place, making new development projects flow quickly and smoothly.
Why Did F-M Forklift Choose TrinDocs?
- TrinDocs’ seamless integration with their existing ERP system, EBS-Next from Equipment Business Software which is a leading software platform that is tailored specifically to the dealers, distributors, and rental companies in the lift truck industry.
- TrinDocs’ ability to provide instant visibility to transactions and easily pass documents across the organization at F-M Forklift, which spans a service area of seven states.
- TrinDocs’ automatic invoicing, featuring touchless payables transactions even at the line-item level to save their organization time by eliminating manual data entry.
- TrinDocs’ transparent and affordable pricing structure, with no escalating costs and no volume-driven pricing adders.
- TrinDocs’ great versatility which allowed F-M Forklift to forego the purchase of Service Software and use TrinDocs to automate document management of their dispatch module, work orders, time cards, parts, service, payroll and department documents.
The amount of time saved by going paper-free with TrinDocs has been a drastic improvement in business processes for F-M Forklift. In addition, their ability to have such greater visibility into business details like tracking open work-in-process…across the entire organization…has been a game changer.
“TrinDocs creates consistency across all employees in all locations. This makes our business processes easy to follow and reduces errors whenever manual interaction is needed. ” – Austen Strom, Accounts Payable, F-M Forklift