Cougar Technical Services Case Study

Industry
Mechanical Contracting
Company Overview
Founded in 1994
Jonas Partner Since
2021
Company Size
50 Employees
Headquarters
Calgary Alberta
Previous System
Multiple Systems

Problem

The company relied on multiple disparate systems for accounting, dispatch, forms, tracking, and safety, creating an administrative burden and inefficiency. Manual processes and delays in billing threatened the company’s ability to scale sustainably and maintain strong profitability.

Strategy

Automating billing workflows and enabling fast, accurate field data capture, Jonas would allow the team to move from weeks-long invoicing to a three-day billing turnaround. The company adopted eMobile Global Documents to centralize forms and eliminate third-party tools, streamlining workflows across the organization.

Results

By unify accounting, dispatch, field documentation, tracking, and safety tools into one integrated platform, Cougar grew from $2.3 million to over $7 million in projected revenue while increasing administrative staffing by only 50 percent.

Background

Cougar Technical Services is a full-service Mechanical Contracting company that specializes in the Industrial, Commercial and Institutional (ICI) markets. They are a leader in the Mechanical Services industry providing plumbing, gasfitting, HVAC, and drain maintenance services across Alberta. Cougar has serviced millions of square feet of properties throughout more than 25 years in business and maintain sustainable buildings through strong performance and valued partnerships.

Overview

President Scott Grobel and Controller Emma sat down with Jonas Construction Software to share how Cougar Technical Services transformed its billing speed, profitability, and operational efficiency while scaling rapidly as a commercial service contractor.


The Problem

As Cougar expanded, cash flow became increasingly strained. Slow billing cycles (which could take up to a few weeks) delayed collections and limited available capital for growth. The company relied on multiple separate systems for accounting, dispatch management, forms, tracking, and safety.

These disconnected tools created challenges such as:

  • Duplicate data entry across multiple platforms
  • Manual workflows that slowed down billing and reporting
  • Greater administrative workload as the company grew
  • Higher risk of errors in work orders, documentation, and financial data

To scale effectively, Cougar needed faster billing, better accuracy, and a unified system that could handle both service and financial workflows.

The Strategy

Cougar implemented Jonas Construction Software across the business to replace the many disconnected tools they were using and to bring all core functions into one unified system that could support:

  • Consolidated accounting, dispatch, forms, tracking, and safety tools
  • Streamlined billing using integrated service workflows
  • Improved accuracy and responsiveness with digital field entry
  • Centralize documents using eMobile Global Documents

This strategic move aimed to modernize operations, accelerate cash flow, and support sustainable, profitable growth.

The Results

308% business growth

The company grew from $2.3M to a projected over $7M in annual revenue.

Profitability increased 4x

Cougar quadrupled profits with Jonas supporting more accurate billing and better operational efficiency.

Billing turnaround dropped to three days

Once requiring weeks, invoices are now produced within three days, strengthening cash flow.

Reduced admin staffing requirement

They achieved dramatic growth with only a 50 percent increase in administrative staff.

High user satisfaction

Scott stated: “I would buy Jonas a fourth time… I know I’m going to be successful with Jonas.”

About Jonas Construction Software

Jonas Construction Software offers integrated construction software solutions tailored to the needs of the construction industry, particularly  mechanical and specialty contractors. 

With a commitment to building software focused on accounting automation, enterprise efficiency, and superior cost reporting, Jonas’ comprehensive suite of solutions includes automated accounting and payroll, project management, service management, and supporting integrated operations. To learn more about how Jonas can help your service and construction business enhance cash flow predictability and maximize profits, request a demo today.

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