Ross Construction Group closes the month in days, not weeks

The challenge

Can you briefly describe your company and the types of projects you manage using Procore?

Ross Construction Group has two offices that we operate. We are a general contractor and construction manager. We manage many different types of construction projects out of Procore. We manage multi-family, industrial, warehouse storage, manufacturing, and commercial office projects.

What role do you play in managing construction workflows or financial processes?

I am the CFO and help oversee all aspects of accounting and job costing.

Before using Smoothx, what specific challenges did you encounter when managing invoice workflows in Procore?

Before Smoothx, we used the Procore connector, and that provided a lot of trouble. In particular, it was difficult to fix mistakes made by us or a sub-contractor. In addition, that connector didn’t allow the flow of accounts receivable into our accounting system.

In what ways did your existing invoice workflows in Procore prompt you to explore additional functionality or support?

What prompted us to find something new was the want to move back to an Intuit product.

The Solution

How did you come across Smoothx, and what made you decide to implement it?

Just researching different ways to connect Procore and Intuit. Once I did the demo with Jace, I knew I could set up the mapping and get moving quickly.

What kinds of customizations or automations were important to you when choosing a solution?

The ability to easily map customers, cost codes, jobs, etc. In addition, the automated job cost syncing is awesome. Our job costs in Procore now are almost real-time. One thing that I didn’t expect is that we have software that attaches the receipt inside Intuit, and when that item syncs with Procore through “Smoothx”, that receipt gets attached to the direct cost.

The other item that has saved a lot of time is the two-way sync for the pay application or accounts receivable from Procore to Intuit.

The Results

How was your experience working with the Smoothx team during implementation?

Excellent, easy, and Jace did a great job. We were up and running in less than one month.

What tangible improvements have you experienced since integrating Smoothx with Procore?

The month-end close went from the 15th of the month to closing between the 1st and the 5th.

Has Smoothx helped reduce manual work or increase accuracy in any specific areas (e.g. invoice calculations, approvals, data syncing)?

Smoothx has helped us reduce manual work almost to the point where we are overstaffed and have other items for our people to work on.

Can you give examples of how Smoothx has improved your team’s day-to-day operations?

The automatic sync is a huge time saver. In addition, if we change an item, it updates automatically.

“I would recommend SmoothX to any Procore use. The time savings is fantastic!“

James Lea, 

Ross Construction Group

What additional features or enhancements would you like to see in the future?

One feature I would like to see is the ability to better sync budgets and keep them up to date in our ERP.