Success Story
Boda Plumbing: From QuickBooks to Excelling with Sage Intacct Construction
Who
Dave Boda, Owner & President
Melissa Sutton, Accountant
Boda Plumbing
Boda Plumbing is a family-owned, second-generation plumbing contractor based in Charlotte, North Carolina, specializing in commercial construction, service work, and residential projects. With an expanding business and growing operational needs, they knew it was time to trade outdated processes with QuickBooks for a more modern solution.
The Challenge: Overcoming Inefficiencies with QuickBooks
Before switching to Sage Intacct, Boda Plumbing relied heavily on QuickBooks, spreadsheets, and disconnected software tools to run its financial operations.
As Dave Boda explained, their day-to-day reality was inefficient and increasingly frustrating: “We were spread out across QuickBooks, Excel, PDFs—wasting a lot of time and missing the visibility I needed to run the business effectively.” Invoicing service jobs was a multi-week process. Cost tracking was inconsistent. And internal payroll was a “heavy lift” requiring constant workarounds.
For Melissa Sutton, an accountant at Boda Plumbing, even simple data entry tasks became overwhelming: “We were manually typing 50+ invoices a day. It took hours. I thought—there has to be a better way.”
The Solution: Choosing Sage Intacct with Bangert
While researching construction-specific financial system, Dave Boda found Bangert through their Sage Intacct Construction videos. He was immediately drawn to the flexibility, scalability, and cloud-based infrastructure—something QuickBooks couldn’t offer. Boda Plumbing partnered with Bangert for their Sage Intacct software deployment due to the flexibility and transparency of Bangert’s deployment process.
Melissa Sutton shares her near-immediate experience with Sage Intacct’s capabilities:
“With Sage Intacct’s import tool, entering invoices dropped to just 20-30 minutes. It’s incredible. Even without using additional paperless integrations yet, the time savings have been huge.”
Dave echoed this sentiment regarding their service operations: “Previously, invoicing service calls could take weeks. With Sage Intacct and Sage Field Operations (SFO), we can handle a call from dispatch to invoicing within hours. The efficiency has transformed our cash flow.”
The Deployment: Flexible, Focused, and Fast
Despite some early delays, once Boda recommitted to the deployment, they went live in just 30 days.
“When we focused, it took about a month to go live,” said Dave. “The biggest lift was payroll—but Bangert was there the entire way.”
Bangert’s team supported Melissa and Dave through every phase of deployment, from setting up service operations to ensuring payroll accuracy. Their ability to import invoices, streamline workflows, and track project data—all within one system—was a game-changer for Boda Plumbing.
Results: Efficiency, Visibility, and Long-Term Scalability
In just two months post-implementation, Boda Plumbing already gained significant improvements to their processes:
✅ Invoice entry reduced from 3 hours daily to 30 minutes.
✅ Service dispatch-to-invoice cycle dramatically shortened from weeks to hours.
✅ Real-time dashboards offering instant visibility into company performance
Dave now has a custom owner’s dashboard he checks daily:
“I open Sage Intacct and immediately see how the company is performing. That kind of insight just wasn’t possible with QuickBooks.”
They’ve also begun refining cost codes, automating service operations, and preparing to explore AI-driven tools like Sage Copilot.
“Technology is playing a bigger and bigger role in construction. If companies don’t adapt, they’ll get left behind,” Dave said. “We’re not trying to be the biggest—we just want to grow sustainably and profitably. Sage Intacct supports that.”
The Bangert Difference
Both Dave and Melissa credit Bangert’s unique and proven deployment system for helping them make the leap without feeling overwhelmed.
Melissa said that “Bangert’s daily calls provided practical tips and a community to learn from. Mike Baio, especially during payroll implementation, was available immediately whenever we needed help. We never felt stranded.”
Dave adds: “Bangert’s flexibility allowed us to move at our own pace, crucial for a small, busy construction firm. Their transparent, fixed-cost approach was exactly what we needed. I’d rate both Sage Intacct and Bangert’s deployment process a solid 10 out of 10.”
Final Thoughts: Why Boda Recommends the Switch from QuickBooks to Sage Intacct
Dave doesn’t mince words when asked if he’d recommend Sage Intacct and Bangert:
“100% I’d recommend it. It was a big investment, and a heavy lift, but it’s already worth it. We’re more efficient, more accurate, and more in control of our future.”
For small construction firms who want to grow without losing their roots, Boda Plumbing’s story shows what’s possible with the right tools—and the right partner.
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