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C A S E S T U D Y | +1 800.333.3197 PT Masonry has been committed to masonry excellence since it was founded in 1974. Serving the Greater Bay area, this Campbell, Calif.-based masonry company offers services ranging from brick and stone veneers, chimneys and fireplaces, and stone and block retaining walls to stairs and walkways, stone and brick patios, and repairs on existing and damaged masonry. To provide uncompromised quality and ensure its projects are completed in a timely manner, PT Masonry leverages the best tools and materials available and employs a team of skilled and seasoned masons and laborers. Eliminating the Paper Trail Tory Tesauro, president of PT Masonry, and his brother, Leo, who handles the accounting end of the business, explained how their company had been stagnant for a few years and they were ready to take it to the next level. They were using multiple software packages to manage operations, but were taking advantage of only limited features in each package. They used Bluebeam and 360 View for takeoff, then would calculate their estimates manually, and enter the data into QuickBooks to create a formal estimate. For each new job, they would go through the same process, entering much of the same materials and labor over and over again. On the accounting side, other than online banking, PT Masonry's financial records formed a long paper trail that was collected at the end of each year and handed over to their accountant. "We were never able to track our costs very well in the past," explained Leo. "If prices were fluctuating, we just went with what we knew. We had no historical trail of information. If the costs on our materials increased, we would have to eat those costs and at the end of the day figure out how to remain profitable. We lacked resources and it took great effort to be profitable or to assess our profitability." PT Masonry CUSTOMER OVERVIEW Headquarters: Campbell, California 1029 Connie Dr. Campbell, CA 95008 408.426.4426

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