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Phoenix Renovation and Restoration (Kansas & Missouri)

Phoenix Renovation is a general contractor specializing in insurance restoration for residential and commercial properties impacted by disasters like fires, floods, and storms. With over 1,000 projects annually and a highly mobile workforce, the company needed a modern ERP to replace its paper-heavy, siloed systems and support its mission of restoring hope through rapid, coordinated recovery.
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Headquarters

Charlotte, NC
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Industries

 
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Apps Replaced

NetSuite and QuickBooks
 

 

  • Challenges
  • Solution
  • Outcome
  • Challenges

    1. Siloed Systems & Paper-Based Processes
    • Ran five separate instances of QuickBooks with limited user access
    • Relied heavily on spreadsheets and manual consolidation for reporting
    • Field teams lacked access to financial data, causing delays and misalignment

     

    1. Inefficient Month-End Close & Cash Flow Strain
    • Month-end close took 45+ days due to missing receipts and manual entry
    • AP and AR processes were slow and error-prone, impacting cash flow
    • Needed to tap into credit lines frequently to stay afloat

     

    1. Disconnected CRM & Limited Field Visibility
    • CRM didn’t sync with financials, creating duplicate data entry
    • Field staff couldn’t access project financials or submit expenses in real time
    • Project managers operated independently, leading to outdated reports and missed red flags

     

    1. Lack of Scalability & Compliance Tracking
    • Vendor compliance was difficult to manage across 300 subcontractors
    • Manual workflows couldn’t support growth or disaster recovery expansion
    • Needed AIA invoicing, WIP reporting, and mobile access for field operations

  • Solution

    Acumatica Construction Edition Phoenix Renovation selected Acumatica for its flexible, cloud-based architecture, unlimited user licensing, and construction-specific functionality. The platform unified CRM, financials, project management, and field operations. With mobile access, automated approvals, and real-time dashboards, the company modernized its workflows and gained full operational visibility.

  • Outcome

    1. Real-Time Visibility & Financial Control
    • Month-end close reduced dramatically with automated AP/AR workflows
    • Cash flow improved—no credit line needed for 14+ months
    • Executives and field teams access the same data instantly, improving decisions

     

    1. Mobile Access & Field Efficiency
    • Field staff submit receipts and access project data via mobile app
    • Approval processes are paperless and faster, reducing risk and delays
    • Project managers operate proactively with real-time insights

     

    1. Robust Reporting & CRM Integration
    • Dashboards and reports are built by users without developer support
    • CRM data is fully connected, enabling better customer and referral tracking
    • Marketing campaigns and lead insights now drive strategic outreach

     

    1. Scalable Platform for Growth
    • Platform supports expansion into hurricane-affected regions
    • Vendor compliance tracking is automated and visible
    • Plans to implement customer portals for billing and project updates

     

Real Results, Real Businesses, Real Impact

Don’t just take our word for it—hear how teams like yours are scaling faster, working smarter, and transforming operations with Acumatica and Premier Tech. These stories speak volumes.

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    "Partnering with PTP was one of the best decisions we made. Their ERP solution streamlined our processes, saving us time and money. The team was professional, knowledgeable, and supportive throughout the implementation."

    John D.

    Operations Manager

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    "PTP helped us integrate a CRM system that completely transformed how we interact with our customers. Our sales team is now more efficient and our customer satisfaction rates have soared."

    Sarah L.

    Sales Director

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    "We were struggling with managing our IT infrastructure until we found PTP. Their managed cloud services have given us peace of mind and allowed us to focus on growing our business."

    Emily R.

    CEO

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    "The team at PTP is simply amazing. Their in-depth knowledge of business intelligence and analytics has helped us make data-driven decisions and improve our overall performance."

    Mike T.

    CFO