Case Study: Infinite Pool Finishes streamlines work orders and payroll with SMBHD and Salesforce

Infinite Pool Finishes cuts quote time from hours to minutes with SMBHD

Infinite Pool Finishes, a pool finishing company, faced operational inefficiencies due to its reliance on disconnected software like QuickBooks and manual processes for work order management, scheduling, and payroll. This fragmented approach hindered real-time visibility and coordination across sales, dispatch, and field operations, leading to delays and errors. SMBHD was engaged to implement a solution using Salesforce Sales Cloud and Field Service Lightning.

SMBHD implemented an end-to-end Salesforce solution integrated with QuickBooks Online via Accord Sync. This provided a centralized platform that automated their complex quoting and invoicing processes and streamlined payroll. The project resulted in significant time savings, with quote generation reduced from hours to minutes and invoices delivered in a matter of hours. SMBHD's solution also enabled cloud migration, granting the company real-time visibility and allowing employees to work remotely, which greatly improved overall efficiency and productivity.

Infinite Pool Finishes