Quote-to-cash operating system
A quote-to-cash operating system saved $230K a year.
A three-location field-services franchise with more than 40 employees had no central CRM or operations system. Quotes moved through forms, spreadsheets, and email before becoming invoices, while insurance follow-up and job coordination stayed manual.
The bottleneck
Sales, project execution, insurance dependencies, and collections were split across disconnected tools. Inconsistent handoffs delayed kickoff, limited visibility into active work, and slowed the path from completed jobs to cash received.
What we built
A shared company operating system connected the sales pipeline, jobs, insurance and referral partners, invoicing, and management reporting.
- Structured intake populated CRM records and triggered deposit invoices, estimates, job creation, and accounting workflows.
- Standardized stages, ownership, checklists, notifications, and automatic assignments connected sales to field delivery.
- Collections follow-up and outstanding payments became visible workflows, backed by dashboards and documented processes.
What changed
The operating system produced $230K in annual savings, including $24K per year in retired software costs. Collections became 80% faster.
On-time completion rose from under 70% to over 90% of projects. The system was fully adopted across the operation, and its president recommended it to the broader national organization as network-wide tooling.
Let's talk about the work
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