Sage 100 Contractor Testimonials

Smith Heating and Air Conditioning Stays in the Zone with
Sage 100 Contractor

Founded in 1972, Smith Heating and Air Conditioning, Inc. is a successful full-service mechanical contractor specializing in the design, sales, installation, and service of Heating, Ventilation, Air Conditioning ( HVAC ), and Refrigeration systems. The company also operates a manufacturing facility that fabricates custom sheet metal products including stainless steel kitchen equipment. Commercial, residential, and industrial customers appreciate the high level of service, fair pricing, and quality workmanship provided and have perennially voted Smith Heating and Air Conditioning a winner in The Record’s Best Of San Joaquin annual survey. For years, Smith Heating and Air Conditioning has trusted one solution to help keep its operations humming — Sage 100 Contractor.

Streamlined Estimating

Integration between Sage 100 Contractor and Sage Estimating has vastly simplified the company’s procedure for creating new project estimates, takeoffs, and templates. “We can pull equipment as well as items and their costs in from inventory,” explains Smith. “It allows us to create formal proposals, presentations, and bids that are precise, professional, and complete.”

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Universal Asphalt Company, INC.:
CFO on the go “Paves the Way” to Efficiency

Family-owned and operated since 1965, Universal Asphalt is a paving contractor that specializes in projects for public works, schools, and similar organizations.

Challenge

Limited reports, delayed invoicing, and a lot of tedious, manual accounting and reconciliation was creating a major roadblock for the company. Dan Houck, President at Universal Asphalt, recalls, “Each of the general contractors we work with has their own unique invoicing procedures and forms that we kept in 3-inch binders scattered all over the office. We spent hours hand‐typing invoices and doing a lot of work outside of our old system. The whole process was slow, inefficient, and we lacked any real job costing capability and reporting insight.”

Solution

That’s when they discovered CFO on the go, co. and Sage 100 Contractor. Dan says, “CFO on the go understands the construction business and has helped us get the most out of our system, which included replicating over 75 unique GC forms in Sage 100 Contractor. Now that everything is in the system, invoices get out on time so we get paid quicker, we can track job costs accurately, and everything is more efficient.”

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Essrig Taylor Construction Shakes Things Up with Sage 100 Contractor

Specializing in the design and construction of health care and life science facilities, Essrig Taylor Construction (ETC) had a reputation as one of the industry’s “best kept secrets.”  However as the deadline for mandated seismic retrofitting of California hospitals swept the state between 2008 and 2009, revenue at ETC more than doubled in one year. The little construction company from California was making big waves across the state and around the world… indeed, the secret was out.

But tremendous growth is often accompanied by operational obstacles. “The challenges we were experiencing with QuickBooks were numerous,” says Rick Strickland, Controller at ETC. “Everything from frequent inaccuracies and software glitches to job cost numbers inexplicably assigned to the wrong jobs.” Rick continues, “Plus, the  reports in QuickBooks didn’t provide enough detail for us to make good management decisions. To get the data into a format that was useful, I had to manually crunch the numbers on a calculator and dump everything into a spreadsheet. It was a tedious process and we finally decided enough was enough.

Shaking Things Up

After extensive research, including recommendations by accounting professionals and product reviews by industry experts, Rick says, “All roads pointed back to Sage 100 Contractor.” And even though he found the right software, Rick realized his evaluation wasn’t complete. He says, “We were very diligent in evaluating who we wanted to work with during the implementation and training. It’s a major decision, perhaps more important than the software you choose.” That’s when Rick discovered CFO on the go – a Sage Authorized Reseller providing software and consulting to the construction industry.

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Brian Cox Mechanical, Inc.
High Performance HVAC Contractor

Recognized as one of Southern California’s leading HVAC contractors, Brian Cox Mechanical (“BCM”) has been serving clients with ‘Solutions for a Better World’ since 1990.

Challenge

After several years of explosive growth, BCM realized that its old DOS‐based accounting system couldn’t keep pace with the expansion. “Because project management and accounting weren’t integrated, we had three employees in three different departments entering the same data into their respective spreadsheets,” says Kim Gormley, CFO at Brian Cox Mechanical. This inefficiency was hurting productivity and stifling further growth according to Gormley who adds, “If you don’t know how you’re doing on a project, it can really impact your pocketbook.”

Solution

Working with CFO on the go, BCM implemented Sage 100 Contractor (formerly Sage Master Builder) – construction management software for builders and contractors. According to Gormley, Sage 100 Contractor was unique in its ability to handle both the installation and service sides of the business. “We needed a solution that could manage the daily dispatching of technicians and a high volume of work orders, as well as provide job cost, project management, and accounting functionality,” says Gormley. “The software has totally streamlined these processes and given us unprecedented visibility over project profitability and production.”

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