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Prior to Siteline, Norma would spend a day preparing and printing more than 40+ schedules of values (SOVs). The project managers would take a break from the field to update all of the SOVs with the current month’s billing percentages. After numerous phone calls and email reminders, Norma would collect all of the paper documents. Next, she’d create the pay app packages per the various general contractors� requirements. Once she submitted all of the pay applications and lien waivers, she’d update her accounting system, Sage 300CRE. In the middle of all of this, she would make sure their compliance documents, like workers comp and insurance certificates, were up to date.

Norma is the mastermind behind WIW’s monthly billing process. Each client has different requirements, and without Norma, it’d be a time-consuming and frustrating endeavor to gather all of the correct requirements. If Norma took time off around the billing period, she would have to create a billing list with instructions for Jeff who would then need to drop all of his responsibilities and spend more than a week tackling the billing process.

Norma and Jeff knew their billing process was inefficient, but they didn’t realize there was a better way. That is until Siteline reached out to them. Initially, the team at WIW was skeptical of Siteline’s promise but ultimately agreed to a demo.

Seeing is believing, and Jeff and Norma were impressed with what they saw. “We honestly didn’t believe it would happen so fast,� said Norma. “But we made so much progress in the first month alone.�

Thanks to Siteline’s integrations as well as a dedicated Construction Solutions Manager, WIW was fully onboarded within two billing cycles. “It felt like we had another employee on our team," said Norma. “Our Construction Solutions Manager was a huge help…She took into consideration everything from the minute our contract began.�

Within two training sessions (less than a two-hour commitment) and two billing cycles, Norma was a super user. She was able to go on vacation during billing week, and Jeff took over the billing process seamlessly. He was up and running with a single training session. Even better: He didn’t have to spend hours putting together documentation to get Norma back up to speed when she returned. What was completed and what’s outstanding is presented clearly within Siteline.

Now that WIW is fully onboarding and using Siteline extensively, they’re big-time believers. “We’re saving at least 15 minutes per pay app in the creation process alone,� said Jeff. “We don’t need to send all the emails and make a bunch of calls. There’s less paper and less walking back and forth.�

Thanks to Siteline, Norma herself is saving two entire days per month on billing. That means, there’s significantly less back-and-forth with the PMs, and she’s submitting pay apps to their clients sooner. With all of that time savings, Norma is able to focus on more impactful things for the business. And when the day comes that Norma is ready to retire, she feels confident that the handing-off process will be smooth and efficient.