Sub Specialty Contractor

  • 1.  Moving Company from Hammer and Chizel to Electronic flow

    Posted 13 days ago

    I am currently exploring opportunities to automate processes within our office and would greatly appreciate any guidance or recommendations on where to begin. My initial thought is to start with our accounting system and build from there.

    Ultimately, my goal is to integrate project management and accounting into a single system that provides real-time visibility and centralized access to information across all projects.

    As I am in the early stages of this initiative, I would be very interested in learning what solutions or approaches have been effective for other contractors.

    Any insights or advice would be greatly appreciated.

    Thank you,
    Carolyn Teske



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    Carolyn Teske
    Office Manager
    Cruz Construction Inc
    Colorado Springs CO
    (719) 571-0240
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  • 2.  RE: Moving Company from Hammer and Chizel to Electronic flow

    Posted 11 days ago
    Edited by Raphael Merlo 11 days ago
    Starting with accounting as the backbone is the right instinct.
    Project management layered on a shaky financial core just gives you faster access to bad numbers, and the real-time visibility you're after lives or dies on how those two systems talk to each other.
    Before shopping for software, worth getting clear on which projects and roles actually need the live view and what your job costing has to capture, since that shapes everything downstream.
    For a lot of specialty trade shops the answer ends up being a well-structured QuickBooks with the right integration rather than a full ERP, but it depends entirely on where your visibility breaks down today. 
    What's the moment right now where you don't have the number you need?



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    Raphael Merlo
    Fractional CFO
    Bond CFO
    Birmingham MI
    (313) 566-3254
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  • 3.  RE: Moving Company from Hammer and Chizel to Electronic flow

    Posted 7 days ago

    Hi Carolyn,

    Starting with your accounting system is usually the right approach, especially if your goal is to bring project management and accounting together in one place.

    I'm with Revive ERP, and we help contractors implement Acumatica, a cloud ERP that combines financials, job costing, project management, purchasing, and reporting into a single platform with real-time visibility across projects.

    Before evaluating software, I'd recommend identifying your biggest manual processes and reporting challenges. That helps determine where you'll see the most value from automation.

    If you'd like to chat and see how similar organizations have approached this, I'd be happy to chat.

    Best,
    Anna



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    Mary Anna Tonole
    Account Executive
    Revive ERP
    Indianapolis IN
    (901) 338-4879
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  • 4.  RE: Moving Company from Hammer and Chizel to Electronic flow

    Posted 7 days ago

    Years ago, I was a Quickbooks user working for a subcontractor. I applied time to the jobs, had the field list the job number on any material purchases, and attached those vendor invoices to the job in QB. It's still manual job costing that can be a single point of failure if you're go-to team member leaves.

    If you're small and looking to grow, you might take a peek at ControlQore; it's pretty affordable, but still has the job costing capability necessary for scaling operations.



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    Kayla Addison, CCIFP
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