Accounting System Selection

HVAC Contractor

Time Consuming Bookkeeping

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

Leading Confidently

means having a plan

Become a Success Story
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