Case Study
How Emerald Aire requests vendor lien releases in <1 minute with any custom template
MECHANICAL
AUBURN, WA
50 MONTHLY RELEASES
Emerald Aire is a renowned mechanical HVAC/R design and build contractor based in Auburn, Washington. Since 1985, Emerald Aire has delivered HVAC services in the Commercial, Residential, Service, Planned Maintenance, Refrigeration, Controls and Sheet Metal Fabrication arenas.
April Sta Rosa has been working in Accounts Receivable at Emerald Aire for years, having previously spent time in the flooring business. Out of her many responsibilities, one is collecting lower tier lien releases from vendors, which is often the top hurdle to getting payment from her customers.
Life before Dill
Before using Dill, the process at Emerald Aire around lower tiers was largely managed in an Excel spreadsheet (with color coding and multiple tabs) and Bluebeam. April previously created releases in Bluebeam, emailed them to the vendor, and manually tracked the process in Microsoft Excel.
What is unique about Emerald Aire’s lower tier process is that most of their lien releases are custom ones required by specific GCs. This includes duals where both the unconditional and conditional are written on the same page.
When Emerald Aire came across Dill, they were initially skeptical given their inefficiencies didn’t seem to matter with just 50 releases per month, and didn’t know how all the different custom templates could be supported by an automated system like Dill. However, they ultimately were interested in seeing if there was a way to make their current process more efficient.
“Dill is like my inbox for lien releases. Everything is organized and centralized in one place. On top of that, your customer support couldn't be more proactive.”
April Sta Rosa
Accounts Receivable, Emerald Aire
After using Dill
Today, April uses Dill to request, track, and automate lower tier releases across all of Emerald Aire’s vendors. Dill has gotten April out of Excel and Bluebeam and eliminated manual tracking and vendor follow ups. Since using Dill, she has cut down on manual work and time spent for each release by 50%.
With automated features built into Dill and support for every one of her custom GC-specific templates, April has requested a release on average in <1 minute, oftentimes with just 1 or 2 clicks. Dill has given April valuable time back to spend on collections, billing, and even marketing and has empowered her to keep the process more organized and centralized in one place.
One of the most important things April has valued is the team at Dill’s “proactive” customer support. The Dill team helped get Emerald Aire’s vendors onboard, even walking them through the setup process, and has made sure the vendor experience is a success. April appreciates how the Dill team listens to feedback and feature requests and iterates quickly to make Dill the best software for lien releases.
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