All Green Management

As All Green Management (AGM) scaled its operations across the Mid-Atlantic and Midwest regions, the company’s legacy systems and disconnected workflows began to limit efficiency and growth. Managing over 2,000 monthly work orders and 500–1,000 active projects, AGM faced increasing pressure to streamline its operations and improve visibility across teams. Outdated accounting software, manual work order processing, and inconsistent revenue recognition practices created operational silos, slowed down decision-making, and introduced the risk of human error. To continue delivering reliable service at scale, AGM needed a fully integrated, automated solution, one that could evolve with the business and support long-term growth.

As All Green Management (AGM) expanded its operations and client base, it became increasingly clear that the company’s existing systems and manual processes were not equipped to support continued growth. The lack of a scalable financial solution hindered the team’s ability to make timely, data-driven decisions. Additionally, work orders and billing processes were spread across multiple platforms, leading to inefficiencies and frequent human errors. Tools like ServiceChannel, used by 30% of AGM’s clients, operated in isolation from the rest of the tech stack, further contributing to data fragmentation.

Field service management posed another critical challenge. The company relied heavily on subcontractors but lacked automated tools to track their work efficiently. Case creation from emails was handled manually, and data had to be entered across multiple systems, resulting in duplicated efforts, lost time, and increased risk of error. These inefficiencies added up quickly, especially as AGM handled over 2,000 work orders per month.

Lastly, AGM’s revenue recognition process lacked consistency. Break-fix jobs and seasonal maintenance were billed manually, complicating invoicing and financial reporting. The company was in the midst of transitioning from a cash-based to an accrual-based accounting model, an essential shift to support their long-term growth and align with industry best practices. However, without integrated systems, this transition proved complex and time-consuming.