Customer Story
ZTERS Streamlines Financial Management for Custom Home Builder with Digital Portal Solution
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Location
Texas, USA
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Industry
Real Estate
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Account Manager
Denna Newberry
The Challenge
Finances across multiple custom home construction projects presents unique challenges for builders. This Texas construction company needed to reconcile invoices with their credit card accounts but found their existing manual processes increasingly difficult to manage. With multiple active job sites requiring various services including temporary fencing and office trailers, tracking expenses and maintaining accurate financial records had become a time-consuming administrative burden.
The construction industry's fast-paced environment demands efficient financial management systems that can keep up with project timelines and budget requirements. Without streamlined invoice management, construction companies risk delayed payments, inaccurate project costing, and administrative inefficiencies that can impact profitability and project delivery.
The ZTERS Solution
When the client reached out about their invoice reconciliation challenges, ZTERS account manager Denna Newberry immediately recognized an opportunity to showcase the company's comprehensive customer portal capabilities. Rather than simply addressing the immediate invoicing concern, Denna took a consultative approach to demonstrate how ZTERS' digital tools could transform their entire service management experience.
Denna scheduled a personalized call to walk the client through the customer portal registration process and provided a comprehensive overview of all available functions, features, and tools. The portal offers clients 24/7 access to invoice history, service scheduling, account management, and real-time project tracking capabilities. This single-source digital solution eliminates the need for multiple vendor portals and provides centralized access to all ZTERS services, from temporary fencing to office trailers.
The implementation was seamless, with Denna providing hands-on support throughout the setup process to ensure the client could maximize the portal's capabilities immediately. This personalized service approach demonstrates ZTERS' commitment to not just delivering services, but partnering with clients to optimize their operational efficiency.
The Results
The client's response was overwhelmingly positive, with immediate recognition of the portal's value for their business operations. The digital solution addressed their immediate need for better invoice management while providing additional tools for team collaboration and project oversight.
"Thanks so much for getting me set up with the portal...it's a game changer for us and keeping track of customers," the client shared via email following the implementation.
The enthusiasm extended beyond the primary contact, with recognition that the portal's capabilities would benefit team members in various roles throughout their organization. This comprehensive solution transformed a simple billing inquiry into a strategic partnership that enhances their overall operational efficiency.
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