Overview
RDI Renewables is a family-run heating and renewable energy business in the Northern Highlands. Culverdocs helped them digitalise their maintenance checks and certifications, driving efficiency across operations and creating the capacity to grow revenue.
Based in Thurso, RDI serves a diverse customer base across the Highlands, from traditional oil and gas appliances to renewable systems such as biomass, solar, and air source heat pumps. With more than 350 maintenance customers on its books, ranging from domestic boilers to commercial 750kW systems, the business had outgrown its paper-based processes.
The Challenge
Engineers were following paper processes, with every van carrying six inches of books for Gas Safe and OFTEC checks, while customer information sat in an Excel spreadsheet. Managing Director Ryan Pollard knew the business needed to improve its internal processes to scale.
‘Every van would have six inches of books in the front,’ says Ryan, ‘books for Gas Safe checks and OFTEC, it was a bit of a mess.’
The business needed a solution to:
- Free engineers from the paperwork in their vans.
- Replace the customer spreadsheet with a more efficient, user-friendly tool.
- Support the business to scale beyond its outgrown processes.
The Solution
The team had already issued engineers with tablets, so a digital form app was the natural fit, and that led them to Culverdocs. After reviewing an early form together, the whole team agreed it was infinitely better than the over-complex solutions they had seen elsewhere.
Culverdocs digitalised RDI’s core maintenance operations, including:
- Boiler maintenance scheduling.
- Managing and recording Gas Safe checks.
- Managing and recording OFTEC checks.
- Digitalised certification.
- Streamlined back-office processes.
Engineers now complete forms on their tablets as they run the checks, and the certificate is emailed to the customer before they have even left. The office receives a copy instantly, so they can action and invoice straight away.
The Impact
Faster, Slicker Service
Certificates reach customers before the engineer has left, and the office can invoice straight away – with no more driving paper copies around.
‘To that customer, we must look like rockstars! We’re really organised.’
Nothing Slips Through the Net
A management dashboard shows every site and upcoming service, so the team can plan ahead and never miss an annual service.
‘If you consider we might miss five percent of services before… nothing slips through the net now. Just on that improvement, Culverdocs has paid for itself.’
Fast, Reliable Support
When issues arise, fixes are pushed out fast, often within minutes,keeping engineers productive on site.
‘If I report an issue like that, within five minutes there is usually an update pushed out to the iPad.’
Room to Grow
With a clear picture of its customers and revenue for the first time, RDI is confident it can grow significantly without adding headcount.
‘I am confident now that I can increase to 1,000 services on my current structure… Now, we can grow three-fold without adding headcount.’
The Results
Culverdocs has become a tailored records-management and business-insight tool for RDI, with dashboard KPIs informing planning and giving the team the confidence to keep growing. Ryan credits the service as much as the product.
‘We feel as though we have an app for us. It’s been tailored to our needs and it’s been done fantastically. The product is perfect, but the service really sets Culverdocs apart.’ — Ryan Pollard, Managing Director, RDI Renewables.
Growth Enabled
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