“We perform services on existing equipment as well as construction project work, and those two worlds were written separately and handled separately in the previous system. So it made it hard to show resources or track revenue, and hard to unify the way we’re trying to operate our business.”

“The process we had before was all manual. The technician would write down, on a sheet of paper, that the customer needed a quote and the required parts and services. It was then up to somebody in the office to catch that on the sheet of paper.”