Case Study: Austin, Texas-based building science consulting and testing company achieves streamlined project management and improved billing with WORKetc

The one system solution to this construction firm’s project management and info tracking headaches

An Austin-based building science consulting and testing firm was burdened by a fragmented workflow—an eclectic mix of G Suite, QuickBooks, Box.com and paper files—forcing staff to sift through notes and emails to find client and project information and making billing and collections slow and error-prone.

They implemented WORK[etc], integrating G Suite, Box and QuickBooks into a centralized CRM with custom project entries, nested subprojects, permission controls and mobile access; automated linking of quotes and invoices and built-in reporting streamlined project tracking, sped up billing and collections, and increased overall efficiency and productivity.