Accounting System Selection
HVAC Contractor
The Situation
- Large HVAC contractor struggling with antiquated accounting system run on UNIX server
- Could not export to Excel, create .pdf documents or generate customized reports
- Difficulty finding qualified candidates or extensive training required for new-hires due to near-proprietary system
- Field technicians had to phone in credit card payments and handwrite work orders/receipts
The Solution
- Recommended client convert accounting, dispatch, and job ticketing system to Windows-based solution
- Coordinated install of new software, pre-training and on site education
- Add-on to Windows software package allows technicians to handle payments from customer via iPad minis
The Results
- Windows-based software solution simplified hiring process and increased employee retention
- Creative financing solution spread payments over 3 year term, matching cost with benefits
- Tracking profitability by department allows management to better track results
- 25% anticipated increase in same-day customer payments; 200K less A/R over 1 year
Recent Articles
I’m On QuickBooks Desktop Pro or Premier…Should I Migrate to QuickBooks Online or Upgrade to QuickBooks Enterprise?
by Debbi Silva If you’re on QuickBooks Desktop Pro or Premier, you’ve likely already heard about Intuit’s plan to phase out the …
Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)
By: Jeff Heybruck Forecasting cash flow is one of the most difficult but impactful planning exercises a business owner can undertake. There …
Small Business Tips to Negotiate Better Payment Terms & Conditions with Customers
By: Jeff Heybruck Net 30? Yeah, right. AR from large clients can be tricky. A common refrain we hear from small business …