They were using multiple software packages to manage operations, but were taking advantage of only limited features in each package. They used Bluebeam and 360 View for takeoff, then would calculate their estimates manually, and enter the data into QuickBooks to create a formal estimate. For each new job, they would go through the same process, entering much of the same materials and labor over and over again. On the accounting side, other than online banking, PT Masonry’s financial records formed a long paper trail that was collected at the end of each year and handed over to their accountant. “We were never able to track our costs very well in the past,” explained Leo. “If prices were fluctuating, we just went with what we knew. We had no historical trail of information.

Join for free to read