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
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