Sage 100 Contractor Success Story – Smith Heating & Air Conditioning

Aug 31, 2016

Smith Heating and Air HVAC

Smith Heating and Air Conditioning, Inc. is a full-service mechanical contractor specializing in the design, sales, installation, and service of Heating, Ventilation, Air Conditioning (HVAC), and Refrigeration systems. For years, the company has trusted one solution to help keep operations humming – Sage 100 Contractor.

More Than Just Accounting

Back in 1985 Smith Heating and Air Conditioning, Inc. made the bold decision to embrace technology. “This goal first took form in computerizing some of our accounting tasks,” says Matthew Smith, President of Smith Heating and Air Conditioning, “and because of this, we became early adopters of Sage 100 Contractor.”

With functionality designed specifically for contractors, Smith Heating and Air Conditioning found that Sage 100 Contractor extends far beyond accounting.

“I have seen a tremendous evolution in the product, and its capabilities go far beyond basic accounting and financial reporting,” says Smith. “We use it in our contracts, project management, engineering, and estimating departments too.”

Streamlined Operations

Sage 100 Contractor has vastly simplified the way Smith Heating and Air Conditioning creates new project estimates, takeoffs, and templates. “We can pull equipment as well as items and their costs in from inventory,” explains Smith. “The software allows us to create formal proposals, presentations, and bids that are precise, professional, and complete.”

Now once a bid is won, the proposal is seamlessly converted into a job, bringing all cost estimates with it. This allows Smith Heating and Air Conditioning to accurately and effortlessly track costs to ensure that a project stays on budget.

The service department at Smith Heating and Air Conditioning also uses Sage 100 Contractor. “We can schedule the right technician for each job, track the inventory, materials, and equipment used on every service call, and monitor our technicians’ hours.”

Matthew Smith puts it simply, “Sage 100 Contractor helps us run as efficiently as possible, maximizing the hours in each day. We’re able to complete more service calls and help more customers due to the efficiencies afforded by the software.”

Positive Impact on the Bottom Line

Smith Heating and Air Conditioning has stayed with Sage 100 Contractor throughout the years as the company grew for one simple reason: It works.

“In my opinion, it is the perfect mix between accounting and construction software. Sage 100 Contractor has had a significant impact on our bottom line,” concludes Smith. “It helps us to be more productive, more efficient, and more responsive to our customers. It has helped us grow our business.”

Want more stories like this from fellow contractors? Click below and head over to our customers page for additional case studies and video testimonials.

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Video: Smith Heating and Air Conditioning

See and hear how Smith Heating and Air Conditioning uses Sage 100 Contractor for smooth operations.

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