The situation
More than 150 sites across several states and a growing referral pipeline. Quotes, agreements, recurring jobs and invoices sat in different places, and chasing payment took office time that should have gone to the sites.
What changed
Each site or strata manager has one client record. Quotes are e-signed from the deal, signed work becomes recurring tasks in Projects, and Finance sends invoices and chases them automatically with reminders before and after the due date. The client portal gives site contacts their agreements, invoices and messages in one place.
The result
Quotes, jobs and invoices run from one record per site, so office time goes to the sites instead of payment follow-up.
“We win the work, get it signed and get paid from one place, instead of three.”
Michael HockingManaging Director, Landon Group