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About Tri State

Steve Schlesinger and Michael O’Rourke founded Tri State Fire Protection LLC and Tri State Hood & Duct LLC 11 years ago. Since then, they have increased revenue more than 30 times. Today, Tri State employees 100 people and serves over 5,000 customers in New Hampshire, Massachusetts, Maine, Vermont, and Connecticut.

Challenges

As the business grew, Tri State outgrew the system they were using for both field services and accounting – Peachtree 2006 Premium Edition. In early 2013, they started to explore the idea of implementing best-in-class applications that could address the specific requirements they had for field service automation and accounting. Later that year, Tri State selected a cloud-based, field service automation solution from ServiceTrade. This solution drove enormous efficiency with the company’s technicians. However, the lack of integration with Peachtree required a lot of duplicate entry (e.g. adding new customers or creating invoices.)

Solution

With the field service automation solution in place, Tri State began to evaluate cloud-based, financial ERP applications. Their evaluation
criteria included:

  • Ability to easily integrate with ServiceTrade
  • Ability to consolidate reporting across all the company’s entities
  • Potential to easily integrate with Salesforce
  • High probability of delivering on expected ROI and payback

Tri State selected the team of AcctTwo and Sage Intacct. AcctTwo committed to working with ServiceTrade on the integration and to delivering on an aggressive project schedule.

Results

“The implementation with AcctTwo went very smoothly. AcctTwo has a comprehensive understanding of the Sage Intacct solution and we look forward to continuing to work with them as we implement other modules of Sage Intacct in the future. Best of all, we saw a payback in six months as expected.” Steve Schlesinger, Former Owner, Tri State Fire Protection (Acquired by Impact Fire Services in 2018)

Note: This case study was originally posted as Leap the Pond, Leap the Pond was acquired by AcctTwo in December 2018. 

Tri State Fire Logo2

We were deciding between NetSuite and Sage Intacct. Sage Intacct’s VAR, AcctTwo, promised that Sage Intacct’s best-in- class approach would make integration with our cloud-based field services application, Service Trade, easy. They delivered on that promise and every other one. AcctTwo is a company that can be trusted.

- Steve Schlesinger,
Former Owner, Tri State Fire Protection (Acquired by Impact Fire Services in 2018)