Our Work

Five engagements since 2016, told by industry and role. Company names are left off on purpose.

Heavy Haul & Environmental Transportation Fleet

100+ employees, Kern County, CA

Challenge

Multi-day delays waiting on paper tickets from out-of-town runs, four full days every pay period spent keying payroll, and accounts-receivable billing bottlenecks as the fleet grew.

What we built

Fleet-wide supervised iPads on mobile device management, plus custom digital field tickets, pre-trip inspections, JSAs, journey management, and time cards integrated with back-office billing and payroll.

Measurable results

  • $150,000+ saved annually.
  • Payroll for 100+ employees cut from 4 days to 4 hours.
  • 15 minutes saved per driver per day, about $8,000 a month.
  • Two accounts-receivable clerks process 100+ invoices a day, and the company doubled in size without adding two billing clerks, about $100,000 a year not spent.

Regional Trucking, Crane & Rigging Operator

Central Coast and Kern County, CA

Challenge

Separate paper forms across crane, rigging, and trucking divisions, complex California overtime rules, and rising multi-entity QuickBooks Enterprise licensing costs.

What we built

Unified mobile crane, rigging, and trucking JSAs, field and time tickets, and shop inspections with corrective-action tracking. Automated Cal OT and 40 OT and Sunburst payroll sync into QuickBooks, and a three-entity QuickBooks Enterprise versus QuickBooks Online total-cost architecture audit.

Measurable results

  • Crane, rigging, and trucking crews share one set of mobile JSAs, field tickets, time tickets, and shop inspections, with corrective actions tracked to close.
  • Cal OT, 40 OT, and Sunburst payroll sync into QuickBooks.
  • $45,000 a year in projected workflow savings from the three-entity QuickBooks Enterprise versus QuickBooks Online cost audit.

Oilfield Well Services & Equipment Fleet

California and Texas

Challenge

Complex multi-rate customer field tickets that had to match the operator's stamp layout, multi-state California and Texas overtime rules, and remote server infrastructure across offices.

What we built

Custom rig tower sheets, pulling-hoist and 90-day bit inspections, and auto-priced field tickets with Sync & Save PDF routing. Multi-entity QuickBooks Desktop migration planning for 115,000+ transactions and 470+ employee records, plus WatchGuard SSL VPN, VMware ESXi, and Active Directory server administration.

Measurable results

  • Customer field tickets print to the operator's exact stamp layout, with pricing filled in before the signature.
  • California and Texas overtime follows the same time cards into payroll.
  • The QuickBooks Desktop migration plan covered 115,000+ transactions and 470+ employee records, alongside WatchGuard SSL VPN, VMware ESXi, and Active Directory administration.

Commercial Waterproofing & Specialty Construction Contractor

Southern and Central California

Challenge

A nearly 10-year partnership spent closing the gaps between estimating, change orders, daily field logs, AIA progress billing, and prevailing-wage compliance.

What we built

An end-to-end digital pipeline: bid templates, work orders synced to QuickBooks estimates, field change orders and time-and-material tickets, daily work reports synced to QuickBooks job costing, then automated AIA G702/G703 billing and CA DIR certified payroll XML.

Measurable results

  • One path from the bid template to the QuickBooks estimate, the field change order, and the time-and-material ticket.
  • Daily work reports sync into QuickBooks job costing.
  • AIA G702/G703 progress billing and CA DIR certified payroll XML are generated from the same job data.

Accounting & Professional Services Office Infrastructure

Bakersfield, CA

Challenge

An aging office firewall, single-ISP downtime risk, manual workstation printer setup, and remote-work security needs during tax and audit season.

What we built

A WatchGuard Firebox firewall cutover, dual-ISP static WAN migration with rollback protection, WatchGuard SSL VPN for remote staff, Windows Server Active Directory domain controller management, and automated Group Policy network printer deployment.

Measurable results

  • WatchGuard Firebox cutover with a dual-ISP static WAN and a rollback path if the new circuit failed.
  • Remote staff connect with WatchGuard SSL VPN during tax and audit season.
  • Active Directory and Group Policy deploy network printers instead of setting up each workstation by hand.

What the people doing the work say

Attributed by role and industry only. Personal names and company names are left off.

Sum-IT Solutions program has saved us well over $150,000 per year between employee's time filling out forms and not having to expand our back office in times of growth.

Vice President, transportation fleet

The program has allowed us to analyze data in real time, allowing us to spot opportunities and challenges that have made us more efficient.

Vice President, transportation fleet

Sum-IT Solutions have saved our employees 15 minutes a day when filling out their paperwork with their streamlined digital forms. This saves us $400 dollars a day or $8,000 a month.

Dispatch Manager, transportation fleet

The ease of getting drivers paperwork is very convenient and efficient. The drivers could be gone for days up to a week and I have access to their paperwork in real time. Allowing me to give updates to our customers in real time and that sets us apart from our competitors.

Dispatch Manager, transportation fleet

Our business has doubled in size and thanks to Sum-IT Solutions we didn't have to hire two additional employees in order to keep up with the demand of billing and this has saved the company nearly $100,000 a year.

Accounts Receivable Supervisor, transportation fleet

With the integration between our employees and accounting software we get the correct information for billing a customer the first time. It has eliminated the mistakes on invoices and having to revise multiple invoices a day. It has built confidence from our customers that when they receive an invoice from us they know it is correct.

Accounts Receivable, transportation fleet

Sum-IT Solutions integrations has reduced the time it takes to process our payroll from 4 days to 4 hours.

Office Administrator, transportation fleet

This has saved us from having to hire a dedicated payroll person and allows me to process payroll for over 100 employees in my spare time.

Office Administrator, transportation fleet

Through Sum-IT's Multiple Device Management tool it has allowed our document storage to become streamlined. It has allowed us to store all of documents right on the iPads so employees can access them at any time. When updating a policy or a procedure which happens daily, we have the ability to push the new information to every employee within a matter of seconds.

HR/Safety Director, transportation fleet

The system has greatly improved our submissions and tracking of HR forms which keeps us in compliance and in good legal standing. We no longer have to worry about supervisors turning in disciplinary forms or those forms being lost.

HR/Safety Director, transportation fleet

This system makes it very convenient when filling forms out because I have all of our company's forms at my fingertips. I don't have to worry if I have my JSA, Journey Management, Pre-Trip, Fluid Management, Time Card, Incident Forms, and I know that they are also updated with the current revision.

Driver, transportation fleet

Sum-IT Solutions Program has really set us apart from our competitors when dealing with customers' onsite. The customer can sign my paperwork and receive a copy of it in real time and giving them the information they need without having to contact our office.

Driver, transportation fleet