The challenge
Each location had its own habits for quotes and follow-ups. Ownership wanted shared standards without forcing an enterprise suite the teams would ignore.
The switch
Full capacity, an onboarding call, and a path to Custom for multi-shop kept the product practical while leadership standardized portal, invoicing, and reporting patterns.
Full
Results
- Shared playbook for quotes and portal approvals
- Headroom for users and automation as volume rose
- Clear upgrade path when a second shop goes live