Ace Insulation: Case Study
How A Company Went from “Scraping by” to “Thriving” in Six Months
Ace Insulation is a full-service, family-owned insulation company based in California. Since opening its original location in 2011 the company has opened two additional branches, but began to run into major slow and nonpayment issues during the pandemic. To solve these challenges, Ace partnered with Levelset in early 2022 and just seven months later is experiencing more success than ever before.
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The History
Amber Lopez, Office Administrator at Ace Insulation, transitioned from working in the field to an office position in late 2021. At that point, there was no established notice process, which resulted in hundreds of thousands of dollars lost. But slow and nonpayment weren’t the only problems– retaining employees also seemed nearly impossible to do because of the stress brought on by the overwhelming amount of work to do every day. Ace was sinking, and because of a general lack of funds and its high turnover rate, the company’s owner and CFO were hesitant to spend anything extra on a possible solution. In early 2022, however, they felt they’d finally established a strong enough team to invest in Levelset Lien Rights Management software in an attempt to save their company.
The Changes
A mere seven months later, Ace has already used Levelset to manage a whopping 800 projects. Amber and her team can now work together seamlessly, which they largely attribute to all of the extra work and stress that Levelset has taken off their plates. Amber can easily send a preliminary notice out for all jobs over $3,000 to ensure Ace is always paid what it’s owed. She also uses Scout Research (in the Levelset platform) to find and verify information, saving her countless hours of research and from the possibility of sending invalid documents. Even more is that she’s only had to threaten a lien once and told us that, “if someone is falling behind, [she] just [has] to send a reminder through Levelset, which really seems to create a sense of urgency in paying Ace.” By implementing Levelset, Ace has been able to take on more and more jobs because of its healthy cash flow and is currently doing better financially than ever before.
Before Levelset, we were sinking. We were barely getting by. The owner had to use his own money to cover payroll because the company wasn’t getting paid. We were going down. Once we started using Levelset, though, we started to get paid so much faster that we could take on more and more jobs. We’re actually doing the best we’ve ever done in the entire history of this company.”
Amber Lopez at Ace Insulation
The Results
1,657
Verified Job Details in 7 Months
804
Projects Managed with Levelset in 7 Months
774
Documents Sent in Less than 7 Months
The Solutions
Lien Rights Management
Our cloud-based, lien rights management platform allows you to seamlessly protect lien rights, track deadlines, file paperwork, and ultimately ensure payment on every job.
- Send your notices and lien waivers in bulk
- Receive alerts about upcoming paperwork deadlines
- Track all documents in a centralized, online location
Scout Research
Ensure your documents are sent to the right people, confirm your documents have accurate job information, and skip the hassle of tracking down job details.
- Access the most comprehensive job database in construction
- Get instant updates about who is on your jobs
- Partner with an expert research team to verify property information
Our owner was a bit hesitant to use Levelset, but after using the software on two jobs, we’d made more than Levelset costs for the entire year.”
Amber Lopez at Ace Insulation
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