Ascente and TRAVERSE: the Right Combination for Renowned Plumbing & HVAC Company
Bruce Solomon Plumbing, Heating & Air in Reisterstown, MD was established in 1984 and was founded on the principles of outstanding workmanship, dedicated and courteous customer service, and a promise to achieve 100% satisfaction with each and every company they serve.
Since then, nothing has changed – except their business software.
Several years ago, the company was using a legacy system that had become antiquated. It was a DOS-based product they were using in a Windows shell, but they were unable to obtain all of the source code and they were not able to take the DOS code over to Windows. They kept patching it, but over time the product was not compatible with certain pieces of hardware, which had become faster and more sophisticated. Support for the product was eventually discontinued.
Company owner and Registered Master Plumber Bruce Solomon consulted with Compusource Corporation, a leading developer of business software solutions for the HVAC, plumbing and electrical industries. He was given a demonstration of Compusource’s Ascente product. Ascente is a graphical and fully-integrated suite of Windows-based applications designed to increase the efficiency and productivity of service contractors. It was created to fill the demand for a product with a graphical interface for use on Microsoft Windows, and is fully integrated with TRAVERSE accounting applications from Open Systems, Inc.
Bruce Solomon Plumbing, Heating & Air went live with Ascente and TRAVERSE in September of2004. The Ascente applications they use enable them to track service calls, perform maintenance tasks, issue purchase orders, keep job cost data, off er fl at rate pricing, and utilize paging with an interfaced GPS system. TRAVERSE handles their accounting and other business needs such as payables, receivables, bank reconciliation, inventory, purchasing and order entry. In addition to Solomon, customer service reps, accountants, dispatchers, and technicians also use the system.
Solomon couldn’t be happier with the solution. “The flexibility of the system has really allowed us to be more productive than we were before,” he says. “The Ascente Service Management application has multiple screens that you can use, and each user can set up their screen in a different way, so it’s very versatile.”
Solomon elaborates on the flexibility. “You can enter a customer, choose to make the bill-to address different than the job site, change the bill-to, or have multiple bill-to’s. For example, you may have a job site where the house is in the process of being sold. When you first get that customer, you’re dealing with the original home owner and you can bill to them, but a month later it’s being taken over by a new home owner. You can very quickly change the customer, yet all the history of the jobsite remains the same.” Solomon also appreciates the tracking abilities that he has through various TRAVERSE reports.“Whether it’s ad tracking, invoice tracking, sales tracking … there are just so many reports you can base off of any criteria in the system, which makes it very easy to see where your money is coming from, and where you’re spending it.