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Heartland Mechanical Contractors Case Study

Industry
Mechanical & HVAC – Industrial, Commercial & Residential
Company Overview
Family owned & operated since 1946
Jonas Partner Since
2002
Company Size
30 Employees
Headquarters
Murphysboro, IL
Previous System
Explorer Shafers Software

Problem

Heartland Mechanical struggled with overbilling, limited invoicing/reporting capabilities, and poor visibility into subcontractor costs. Manual tracking and lack of mobile readiness made operations inefficient and time-consuming.

Strategy

They implemented Jonas Construction Software to manage subcontractor billing, enhance change order tracking, and improve reporting flexibility. Jonas’ dedicated support and account management team ensured a smooth setup and long-term relationship.

Results

Heartland doubled their workforce without increasing back-office staff, gained full control over subcontract billing, and now generates professional, customizable invoices and reports. With Jonas, they are also equipped for future mobile deployment using the same integrated platform.

Background

Heartland Mechanical Contractors is a commercial heating, ventilating, and air-conditioning (HVAC) contracting company, with a reputation for outstanding workmanship, honesty, and integrity. No matter the project, Heartland can take it from initial concept to completion, ensuring a high-quality and efficient HVAC system with the optimum life cycle costs.

Heartland Mechanical performs both job-based and service-based projects within the industrial, commercial, and residential sectors. In 2002, Heartland Mechanical transitioned to Jonas Construction Software with the goal of increasing efficiency, managing processes, and streamlining their overall operations.

 SOLUTIONS

Since implementing Jonas Construction Software, Heartland Mechanical has become a more efficient business overall. More specifically, Heartland Mechanical has doubled the number of employees, effectively increasing their size by 100%, all without having to increase the amount of back-office staff to accommodate their growth.

Another big area of improvement for Heartland Mechanical has been in their subcontract control. “I can’t image not having the subcontract control from Jonas,” stated Carrie Dierks, Controller at Heartland Mechanical Contractors. “We are now able to easily track and manage subcontractors to make sure we are not getting overbilled. The process is now much more efficient, which not only helps us save time, but money as well.”

Heartland Mechanical also likes the ability to bill according to each individual change order, which provides them with an organized system and more accurate information as well.

BENEFITS

Partnering with Jonas Construction Software has provided Heartland Mechanical with a software solution that is specific to the needs and requirements of their business. With regards to the support received from Jonas, Heartland Mechanical is able to get immediate assistance when needed, allowing them to reduce downtime and be more productive.

They also like the fact the Jonas continues to assist them, even years after the initial implementation. As Carrie Dierks stated, “We love that the Jonas Account Management Team regularly keeps in contact with us to make sure everything is going well and if there is anything further we need. It’s nice to know that if we have ever have a question or concern, there is a dedicated account manager at Jonas whom we can reach out to.”

Another benefit Heartland Mechanical has seen with Jonas is reporting. With both easy-to-use built-in forms, as well as customizable forms, Heartland Mechanical can create standard reports and reports with customized fields, providing them with the flexibility to report on information that meets the needs of their business. They also have received positive feedback from their customers regarding their invoicing through Jonas.

While Heartland Mechanical is still in the process of transitioning to mobile solutions, they will not have to search for another software system, as Jonas already has the mobile capabilities required when they are ready to go mobile.

CONCLUSION

Since 2002, Heartland Mechanical has steadily improved their business with Jonas Construction Software. They have been able to double the size of their business, all without having to add any additional back-office staff to accommodate their growth. They also now have an efficient process in place to track and manage their subcontractors, which has helped them saved both time and money.

With Jonas, Heartland Mechanical is able to get the support they require on an ongoing basis and like the fact that they can reach out to their dedicated account manager at any time. As Heartland Mechanical looks to transition to mobile solutions, they know they have a software solution in Jonas that is capable of meeting their mobile needs going forward.

With Jonas Construction Software, Heartland Mechanical can focus on their day-to-day operations and grow the business, knowing that they have a fully integrated and automated software solution ready to grow with them.

ABOUT JONAS CONSTRUCTION SOFTWARE

Jonas Construction Software provides industry-leading business management and accounting software to our clients. Our fully-integrated solutions provide all of the tools that you need to increase productivity and improve your bottom line. At Jonas, we make it easier for companies to focus on what is important – their customers, their projects and their employees. We do this by streamlining their operations and giving better visibility to the entire organization. This gives your employees the tools to do their jobs better, support your customers and achieve your company goals.

Overview

Heartland Mechanical Contractors, a trusted commercial heating, ventilating, and air-conditioning (HVAC) company in Southern Illinois, offers comprehensive services across industrial, commercial, and residential sectors. In 2002, the company decided to upgrade their operations. They incorporated Jonas Construction Software to address important concerns that were ultimately impacting their costs and profits.

Before Jonas Construction Software:
1. Heartland had overbilling issues.
2. Tracking change orders was tough.
3. Limited reporting and invoicing was a problem.
4. Mobile transition readiness was lacking.

After Jonas Construction Software:
1. Subcontract control is now efficient.
2. Change order billing is improved.
3. Flexible reporting and invoicing impress clients.
4. Mobile transition is now achievable.

From Initial Transition to Profound Transformation

After implementing Jonas Construction Software, Heartland Mechanical witnessed a significant boost in overall business efficiency. The company managed to double their workforce, thus increasing their scale by 100%, without the necessity to expand their back-office staff.

“We are now able to easily track and manage subcontractors to make sure we are not getting overbilled. The process is now much more efficient, which not only helps us save time, but money as well.”

One noteworthy improvement area was subcontract control. “I can’t imagine not having the subcontract control from Jonas,” stated Carrie Dierks, Controller at Heartland Mechanical Contractors. Jonas’ construction software solutions, especially the service management software, have allowed Heartland Mechanical to operate more efficiently and avoid overbilling while tracking and managing subcontractors. Their construction accounting software has greatly improved Heartland Mechanical’s financial operations and project management. It ultimately helped them address concerns around spending unncessary time, energy, and resources and allowed them to focus on growing their business.

Benefiting from a Customized Solution and Responsive Support

Partnering with Jonas Construction Software equipped Heartland Mechanical with a software solution tailored to their specific business needs. When it came to support from Jonas, the team was there with immediate assistance when required, resulting in reduced downtime and increased productivity.

“We love that the Jonas Account Management Team regularly keeps in contact with us to make sure everything is going well and if there is anything further we need. It’s nice to know that if we ever have a question or concern, there is a dedicated account manager at Jonas whom we can reach out to.”

Reporting and Invoicing Excellence

Another advantage of the Jonas system was how its fields were tied to forms they needed to send (like invoices) and reports they needed to create. With Jonas, Heartland is now able to track both standard fields and custom fields, and build invoices and reports, with both types of fields, to help meet the needs of their business. This even impressed their customers, who appreciated the professional invoicing facilitated by Jonas.

Preparing for the Future with Mobile Solutions

As Heartland Mechanical embarks on the journey towards mobile solutions, Jonas offers the necessary capabilities without the need for another software system. This allows Heartland to maintain continuity while staying updated with the latest technology.

Conclusion: A Flourishing Business with Jonas Construction Software

Since 2002, Heartland Mechanical has witnessed steady improvement and growth thanks to Jonas Construction Software. Their efficient tracking and managing of subcontractors, and related billings, have saved them considerable time and money. Moreover, the ongoing support from Jonas and the assurance of a dedicated account manager have added to Heartland’s confidence in the software. With a focus on day-to-day operations and business growth, Heartland Mechanical can rely on Jonas for a fully integrated and automated software solution that scales with their business.

Request a demo now to see how Jonas Construction Software can help your business thrive.

About Jonas Construction Software:

Jonas Construction Software delivers integrated business management and automated construction accounting software for mechanical and specialty contractors. With our fully-integrated suite of construction software solutions, we offer essential tools to boost operational efficiency and improve cash flow and profitability. At Jonas, we streamline your workflows and operations, allowing businesses to concentrate on their customers, jobs, and employees. By streamlining operations and providing better visibility across the organization, we empower employees with the tools they need to excel in their roles, support customers, and achieve company objectives.

Jonas Construction Software is supported by Constellation Software Inc. (CSI), a debt-free, global software company that acquires and develops high market share, mission-critical vertical market software firms. CSI consistently maintains profitable growth, ensuring a reliable partnership for your business.

Heartland Mechanical Contractors is a commercial heating, ventilating, and air-conditioning (HVAC) contracting company, with a reputation for outstanding workmanship, honesty, and integrity. No matter the project, Heartland can take it from initial concept to completion, ensuring a high-quality and efficient HVAC system with the optimum life cycle costs.

Heartland Mechanical performs both job-based and service-based projects within the industrial, commercial, and residential sectors. In 2002, Heartland Mechanical transitioned to Jonas Construction Software with the goal of increasing efficiency, managing processes, and streamlining their overall operations.

 SOLUTIONS

Since implementing Jonas Construction Software, Heartland Mechanical has become a more efficient business overall. More specifically, Heartland Mechanical has doubled the number of employees, effectively increasing their size by 100%, all without having to increase the amount of back-office staff to accommodate their growth.

Another big area of improvement for Heartland Mechanical has been in their subcontract control. “I can’t image not having the subcontract control from Jonas,” stated Carrie Dierks, Controller at Heartland Mechanical Contractors. “We are now able to easily track and manage subcontractors to make sure we are not getting overbilled. The process is now much more efficient, which not only helps us save time, but money as well.”

Heartland Mechanical also likes the ability to bill according to each individual change order, which provides them with an organized system and more accurate information as well.

BENEFITS

Partnering with Jonas Construction Software has provided Heartland Mechanical with a software solution that is specific to the needs and requirements of their business. With regards to the support received from Jonas, Heartland Mechanical is able to get immediate assistance when needed, allowing them to reduce downtime and be more productive.

They also like the fact the Jonas continues to assist them, even years after the initial implementation. As Carrie Dierks stated, “We love that the Jonas Account Management Team regularly keeps in contact with us to make sure everything is going well and if there is anything further we need. It’s nice to know that if we have ever have a question or concern, there is a dedicated account manager at Jonas whom we can reach out to.”

Another benefit Heartland Mechanical has seen with Jonas is reporting. With both easy-to-use built-in forms, as well as customizable forms, Heartland Mechanical can create standard reports and reports with customized fields, providing them with the flexibility to report on information that meets the needs of their business. They also have received positive feedback from their customers regarding their invoicing through Jonas.

While Heartland Mechanical is still in the process of transitioning to mobile solutions, they will not have to search for another software system, as Jonas already has the mobile capabilities required when they are ready to go mobile.

CONCLUSION

Since 2002, Heartland Mechanical has steadily improved their business with Jonas Construction Software. They have been able to double the size of their business, all without having to add any additional back-office staff to accommodate their growth. They also now have an efficient process in place to track and manage their subcontractors, which has helped them saved both time and money.

With Jonas, Heartland Mechanical is able to get the support they require on an ongoing basis and like the fact that they can reach out to their dedicated account manager at any time. As Heartland Mechanical looks to transition to mobile solutions, they know they have a software solution in Jonas that is capable of meeting their mobile needs going forward.

With Jonas Construction Software, Heartland Mechanical can focus on their day-to-day operations and grow the business, knowing that they have a fully integrated and automated software solution ready to grow with them.

ABOUT JONAS CONSTRUCTION SOFTWARE

Jonas Construction Software provides industry-leading business management and accounting software to our clients. Our fully-integrated solutions provide all of the tools that you need to increase productivity and improve your bottom line. At Jonas, we make it easier for companies to focus on what is important – their customers, their projects and their employees. We do this by streamlining their operations and giving better visibility to the entire organization. This gives your employees the tools to do their jobs better, support your customers and achieve your company goals.

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