Case Study: Waterstone Consulting achieves $100,000 in annual savings and automated invoicing with Quickbase

Waterstone Consulting Saves $100,000 with Automated Invoicing and More Using Quick Base

Waterstone Consulting, a national broker and consultant for waste disposal and recycling serving municipalities, hospitals, hotels, and more, struggled to scale as it relied heavily on spreadsheets for core workflows. Manual invoice tracking and reconciliation created duplicated effort, long setup times for new clients, and limited capacity to take on new projects or pursue growth opportunities.

By building standardized Quick Base apps for CRM, automated invoicing (integrated with QuickBooks), and customer service, Waterstone replaced manual processes with low‑cost automation (under $5,000). The change cut location/setup time from 80 to 2 hours, reduced invoicing staff from four to one, sped payment cycles, and delivered about $100,000 in annual savings—freeing resources to pursue new partners and disaster‑recovery contracts.

Waterstone

Matthew Briant

Director of Operations and Development Manager