Roofing Company Case Study
Solved payroll and service management problems
One Roofing Company Solves Payroll and Service Management Problems by Switching from Peachtree to Construction Partner Software
The Problem
For this leading Texas-based commercial roofing firm with 60-70 employees and $10M in annual revenues, Peachtree by Sage accounting software wasn't keeping up with its construction specific financial management needs.
Payroll issues were the biggest problem.
"Our roofer burden is considerably higher than our sheet metal burden, and Peachtree couldn't differentiate between the two. Our employees frequently move between worker's comp codes and our software couldn't track the differences or accurately accrue the burden." - Susan P., Accounting Manager
As a result, Susan was spending several hours each week tracking payroll burdens manually.
But this wasn't the roofing company's only manual process prompting a software change. Service calls for things like roof leaks or retail finish-out work were managed using "pieces of paper," says Susan.
"If each step didn't get done properly, there was a chance for unbilled service calls." - Susan P.
The Solution
After evaluating four or five different systems, the company replaced Peachtree with Construction Partner, a complete, fully integrated software solution designed to handle complex construction accounting needs, like payroll, service management, equipment management, purchasing and inventory.
After an easy installation and just two days of on-site training, their accounting team was up and running.
"Construction Partner is very easy to use, which is important to us. We couldn't deal with software that had a huge learning curve. The core accounting modules were implemented while our trainer was here, but we figured out the rest of the system on our own." - Susan P.
The Results
Automated Payroll
"Different worker's comp codes are now automatically selected during Payroll timecard entry based on the work performed and burdens are calculated automatically. We don't have to do anything by hand."
Single Data Entry
"With Peachtree, we were entering job costs in the software and again on a spreadsheet. With Construction Partner, we only have to enter information once."
Service Management
"Each time we get a service call it gets entered into Construction Partner's Service Billing module, where a work order is automatically generated. Construction Partner eliminates the possibility of unbilled services."
Flexible Reporting
"Construction Partner's reporting system is very user-friendly. For the auditor, I simply printed out the requested Payroll report and she was done in a couple of hours."
Additional Benefits
Purchasing Controls
Construction Partner's Purchasing module helped gain better control over invoice discrepancies. All material purchases are entered and purchase orders created to eliminate possible overpayments.
Payables Discounts
"Construction Partner gives us the flexibility to take a discount as a percentage or enter a partial discount if we're only paying a few line items. We can even enter special pre-tax discounts on-the-fly."
Equipment Management
The roofing contractor tracks service trucks and equipment such as kettles, generators, and cranes. "Tracking our assets in Construction Partner comes in handy at insurance renewal time."
Superior Customer Service
When Susan calls Construction Partner for support, she is greeted by a real person in the United States. "This level of service is unheard of elsewhere," she says.
A Superior Customer Service Experience
"We needed a specific piece of information on our work orders that wasn't standard functionality in Construction Partner, so the company programmed it into the software for us. What's more, this new functionality is not a custom change that's only accessible to us. The new feature is now a standard part of Construction Partner and every client has access to it."
"You're not going to get Peachtree to enhance anything for you. This level of service is unheard of elsewhere."
Bottom Line
"Construction Partner is a very cost-effective construction management solution for our roofing company and I am looking forward to a long term relationship with the software provider. Construction Partner has saved us hours of time and has probably saved us money related to unbilled service work. But most importantly, it's delivered a convenient way to manage our business that can't be measured in either time or money." - Susan P., Accounting ManagerSee How Construction Partner Can Help Your Company