Supporting Growth While Keeping Operations Separate: How Western States Boiler Launched with FieldConnect

When Western States Boiler was brought online during a period of expansion, they needed a way to operate independently while still leveraging modern field service management technology. FieldConnect provided the flexibility to deploy a completely separate environment from their parent company, allowing the business to function on its own terms while still benefiting from a scalable, proven platform.

Background

Western States Boiler is a small, specialized commercial equipment and HVAC provider operating in Wyoming, Idaho, and Utah focusing on boiler systems installation and maintenance. The team supports customers across regional markets that often require flexibility in scheduling, compliance, and service delivery.

The Challenge

The Western States Boiler team needed to stand up a new field service operation quickly, while maintaining complete separation from their parent company. This meant creating a distinct system where users, data, and workflows were fully isolated, ensuring employees could operate independently and efficiently.

At the same time, the business required a solution that could scale across multiple states and support a simple but effective workflow for a small team. Balancing independence with scalability, and doing so without overcomplicating implementation was a critical need.

Solution

FieldConnect enabled Western States Boiler to launch with a fully separate, dedicated environment tailored to their needs. Through a flexible deployment approach, the platform supported a clean separation of users and data while still delivering the tools needed to run efficient field operations.

Field technicians were equipped with real-time access to job details and worksite information, improving productivity in the field. Seamless integration with Viewpoint Vista connected field activity directly to the back office, streamlining communication across teams, reducing manual processes, and accelerating the invoicing cycle—helping the business operate more efficiently from day one.

“FieldConnect allowed us to bring Western States Boiler online with its own environment, while still connecting field operations to our back office through Vista. That visibility has helped streamline communication and speed up invoicing."

- Bryce Lindgren, Director