The Problem:
Resource Site Services needed a centralized way to manage vendors, projects, and invoicing for waste and construction services. Their team juggled spreadsheets and manual processes, making it hard to price jobs, bill customers, and keep vendor costs in sync.
Our Solution:
Alef Team built a fully customized CRM that:
- Tracks vendor rates by service type, giving instant margin visibility.
- Creates project files with site details, contacts, and service needs.
- Converts estimates into scheduled work orders for dumpsters, toilets, and equipment.
- Automates customer invoicing while splitting purchase orders for each vendor.
- Tracks equipment with statuses and serial numbers.
- Runs cycle billing for rentals, automatically generating invoices on schedule.
The Results:
- Accurate, margin-based pricing for every project.
- Invoices and vendor POs created with a single click.
- Rental cycle billing fully automated — no more manual tracking.
- Customers pay faster through an online portal.
- Full visibility into projects, vendors, and equipment usage.
150%
Revenue Growth
Increased by 150% within 18 months after implementing our strategic plan.
$5M
Funding Success
Secured $5M+ in Series A funding after optimizing business strategy.
200%
Market Reach
Expanded into 3 new markets, increasing customer base by 200%.
90%
Customer Retention
Improved retention rate from 60% to 90% with targeted marketing and enhanced customer experience.
