Case Study: Automated Machinery Inc. (AMI) achieves unified service management and growth-ready QuickBooks integration with High 5 Software

AMI Satisfies All Needs With One Solution

Automated Machinery, Inc. (AMI), a leading machine tool service company in Ohio, was operating with fragmented systems—an outdated version of QuickBooks for accounting, Salesforce for CRM and Excel for technician scheduling—which created duplicate work and limited scalability. They needed a single, scalable service management solution to unify operations and support future growth.

AMI implemented High 5 Software’s Service Management Enterprise (SME) with a QuickBooks integration to eliminate double entry and centralize documents. SME delivered a stronger CRM, inventory tracking, scheduling/dispatch control and custom reporting/invoicing, improving technician management and response times, keeping departments connected, and providing financial flexibility and room for growth at a fraction of the cost of upgrading their legacy software.

Automated Machinery Inc. (AMI)

Kerri Beach

Marketing Manager