Sub Specialty Contractor

  • 1.  Software Recommendations for Small Roofing Contractor

    Posted 23 days ago

    I'm in the process of helping a small ($15m) roofing contractor in Florida revamp their financial system.  They are currently using QuickBooks online and are looking to move to another system that will allow for job costing, CRM, AIA invoicing, etc.  

    Thanks in advance.



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    Diane Adams
    CFO
    PowerWorks Electric
    Mooresville NC
    (704) 516-5608
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  • 2.  RE: Software Recommendations for Small Roofing Contractor

    Posted 19 days ago

    We are big fans of Sage 100 Contractor! Affordable and has everything we need. We're a specialty contractor of similar size.



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    James Baumgardner CPA
    Guthrie Glass
    Egg Harbor Township NJ
    (609) 484-8133
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    Original Message


  • 3.  RE: Software Recommendations for Small Roofing Contractor

    Posted 13 days ago

    Hi Diane, 

    Full disclosure I currently work for these guys but I was previously a customer: TRUE is a cloud-based ERP software solution for the construction industry specifically specialty subcontractors. It offers all-in-one functionality from CRM tools to project management, field operations, labor tracking, procurement, inventory, AR/AP and even built-in accounting - while also being fully integrable with QuickBooks.  

    Just throwing our name into the hat. Feel free to check it out online and let me know if you have any questions. 



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    Ian Wagner
    Financial Consultant
    TRUE: Construction Software for Subcontractors
    www.constructtrue.com
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    Original Message


  • 4.  RE: Software Recommendations for Small Roofing Contractor

    Posted 13 days ago

    Hi Diane, I'm with an Acumatica Partner, ReviveERP, that specializes in AEC firms.

    I would happy to connect with you and share how we've worked with organizations like yours and give you an idea of what our ERP evaluation and implementation process looks like.

    I can be reached via email at atonole@reviveerp.com or booked with ReviveERP1@reviveerp.com/?ismsaljsauthenabled">here. 

    Talk soon, 



    ------------------------------
    Mary Anna Tonole
    Account Executive
    Revive ERP
    Indianapolis IN
    (901) 338-4879
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    Original Message


  • 5.  RE: Software Recommendations for Small Roofing Contractor

    Posted 13 days ago

    Hi Diane, 

    I'd recommend looking into Adaptive, especially if your client wants to stay on QuickBooks but needs a more construction-specific financial layer on top. Adaptive works directly with QBO and adds:

    • Real-time job costing (down to the line item and cost code)

    • AIA-style invoicing and draw prep

    • Structured approval workflows for AP, expenses, and change orders

    • Built-in functionality for tracking project-level financials

    • Seamless sync with field activity for accurate, up-to-date budgets

    It's purpose-built for growing GCs and specialty contractors (we have several roofing clients in FL already), and it can be implemented without ripping out their existing systems. Happy to dive deeper with you... feel free to DM me.



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    Reece Barnes
    Head of Construction Network
    Adaptive
    Boston MA
    (308) 850-5089
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    Original Message


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