Case Studies

Learn more about our work with clients in many different industries.

Air Conditioning Technician and A part of preparing to install new air conditioner.

Construction & Real Estate

Client Details

Founded in 1972, Smith Heating and Air Conditioning, Inc. is a successful full-service mechanical contractor specializing in the design, sales, installation, and service of heating, ventilation, air conditioning (HVAC), and refrigeration systems. The company also operates a manufacturing facility that fabricates custom sheet metal products including stainless steel kitchen equipment. Commercial, residential, and industrial customers appreciate the high level of service, fair pricing, and quality workmanship provided and have perennially voted Smith Heating and Air Conditioning a winner in The Record’s Best Of San Joaquin annual survey. For years, Smith Heating and Air Conditioning has trusted one solution to help keep its operations humming—Sage 100 Contractor (formerly Sage Master Builder).

The Challenge

Smith Heating and Air Conditioning needs to complete as many service calls and estimates as it can in a day in order to maintain its high level of service and maximize revenue generation.

The Solution/Outcome

“Sage 100 Contractor helps us run as efficiently as possible, maximizing the hours in each day, ” said Matthew Smith, President, Smith Heating and Air Conditioning

Sage 100 Contractor and Sage Estimating is an integrated solution for accounting, estimating, job costing, and service, providing for increased efficiency and elimination of duplicate data entry. Efficiencies delivered by the solution enable the company to complete more service calls and effectively grow the business. A management dashboard provides quick access to vital metrics. Communication between departments is improved.