Connecting the field and back office for billing
Like many trade contractors, project manager Nolan Cooney and the team at Canvas were held back by outdated, manual billing processes. In the field, Canvas uses the latest in robotics operated by skilled teams of finishers to reduce finishing time from 7 days to as few as 2 days. However, Nolan and Alan Federman, VP of Finance at Canvas, quickly realized that there was a disconnect between their state-of-the-art practices in the field and their traditional invoicing process.
“It was hard to keep my whole team on the same page and make sure nothing slipped through the cracks. With so many emails and documents being sent back and forth, sometimes we didn’t find out that something was missing until a payment was held up.”
Product Deployment Manager, Canvas
With the old industry standard of manually updating Excel sheets, long email chains, and hours of phone tag, simply making sure that everyone had the right information at the right time was a massive headache for Nolan and his team. Multiply that across dozens of Canvas’ projects and this was a clear obstacle to growing their business. At this scale, there were bound to be honest errors that delayed payments (even from something as simple as forgetting to copy the right person on a lien waiver).
Nolan and Alan knew they needed to find a way to stay organized so they could be proactive in making sure every single detail was checked and in the right place, well in advance of each billing cycle.