Pexheat

The context

Growing heating specialist seeking streamlined operations and better customer service

Pexheat is a construction sector company in Smithtown, New York, that specializes in radiant and electric floor heating solutions and aims to deliver exceptional customer service.

Before working with Captivea on Odoo ERP, Pexheat relied on tools and processes that made it difficult to manage sales, inventory control and financial management in a unified way, which complicated daily operations and made it harder to maintain seamless service from order through fulfillment and billing.

To keep delivering high quality heating solutions while growing efficiently, Pexheat needed reliable processes, consistent data across departments and a system that could support smooth customer experiences from first contact to invoicing.

Their needs

Clear guidance for a smooth Odoo ERP transition

Pexheat wanted a smooth transition to Odoo ERP with expert support from Captivea, so they could be confident in the implementation, maximize the value of their investment and avoid disruption to their day-to-day operations.

• Be reassured on the feasibility of their Odoo ERP project.
• Confirm that their business and processes were fully understood before configuring the system.
• Validate the project budget, the implementation approach and the timeline in advance.
• Receive clear deliverables and feedback handling to guide the transition and future improvements.