Summary
S&R Mechanical operates at scale, delivering large mechanical projects across hospitals, airports, and high-rise builds. When Zack Jackson joined as Head of Finance, the company had already been running Jonas for over 20 years, which meant he inherited a platform with deep customization built up over time rather than starting from scratch. Rather than viewing that as a constraint, Jackson found it to be an advantage. The custom report building capability in Jonas allowed S&R to amalgamate and move data in and out of the system faster, directly reducing manual entry across the finance team.
Consequently, the team has actually shrunk in headcount, not through cuts, but because the efficiency gains meant fewer people were needed to manage the same volume of work. More recently, S&R Mechanical implemented Jonas Read, Jonas’ OCR technology for invoice uploading, and beyond a few training sessions the transition was straightforward. Jackson describes it as flipping a switch. For a company that has relied on Jonas for two decades, his perspective on why they have stayed is direct: the core accounting works, and furthermore, he sees a continuous improvement mindset at Jonas with new products that reflect genuine investment in where the platform is heading. His recommendation is unambiguous: Jonas is a core accounting platform for mechanical contractors.
