One Source of Truth for Connected Operations

P&R was running too many systems that didn't talk to each other, so getting the numbers to run the business meant stitching together spreadsheets and manual reports. Service contracts and recurring revenue lived in those spreadsheets, which made tracking, forecasting, and pipeline management slow and error-prone. Leadership had limited real-time visibility into rentals, installations, and project profitability, which made it hard to spot issues early or scale cleanly across locations. As Katy Ward, CEO, put it, "It was getting harder and harder to get the information we needed to run the business and make critical decisions."

P&R partnered with us to replace their disconnected legacy systems with one platform. We implemented NetSuite ERP to connect finance, field service, inventory, and customer operations into a single source of truth. Billing automation simplified recurring contracts, renewals, and revenue recognition, cutting manual work and tightening accuracy. Mobile field tools gave technicians real-time access to project data, materials, and costs out in the field.

The result was a unified, real-time view of the business, from financial performance down to field operations. Integrated dashboards and consistent processes replaced manual reporting and disconnected workflows, so teams now make faster, more confident decisions on accurate data. Leadership gained clear visibility into project profitability and resource utilization. With NetSuite's flexibility and our industry expertise, P&R built a scalable foundation for continued growth.