Trimega Cuts Invoicing Time by 72%

and Boosts Field Efficiency by 45% with BOS

Company Brief

Trimega Software, headquartered in Boca Raton, FL, builds collaborative, merchant aware SaaS solutions for service focused businesses. Its platform combines CRM, merchant services, and Trimega Billing Intelligence to serve verticals such as roofing, alarm & security, solar, and pest control. Trimega selected BOS a cloud native CRM built on Azure and Azure OpenAI with rich third party integrations to unify operations, billing, and analytics across its service customers in the US.

Overview

Trimega implemented BOS to replace a patchwork of spreadsheets, legacy CRMs, and siloed billing systems used by its service organization customers. The objective was straightforward: deliver a single, modern platform that consolidates customer records, automates field workflows, handles payments natively, and produces reliable, actionable business intelligence.

Sector: Service Industry
Project Type: Customer Relationship Management (CRM) Solution with AI Integration
Platform: Angular | .NET 6 | SQL | Local Blob Storage | Cognitive Speech

Root Cause Analysis - Why existing processes faltered

Siloed customer data and no single view – Sales, dispatch, billing, and support each kept their own records. Teams lacked a shared 360° profile for customers, causing repeated data entry, inconsistent communications, and missed upsell opportunities.
Fragmented billing & merchant flows – Companies juggled separate merchant gateways and manual reconciling. Billing errors missed late fees, and delayed settlement reconciliation were common creating revenue leakage and disputes.
Inefficient field operations – Dispatch used manual scheduling or legacy tools that couldn’t optimize routes, handle last minute reschedules, or push real time updates to technicians. This produced long travel times, gaps between jobs, and suboptimal utilization of crews.
Slow cash collection and invoicing cycles – Paper invoices, manual correction loops, and delayed invoice triggers stretched days to payment. Finance teams spent excessive time resolving mismatches between work orders and billed items.
Limited operational visibility – Leadership lacked real time dashboards powered by cloud analytics, leading to reactive rather than data driven decisions.

Solution - BOS deployment and capabilities delivered

Unified Customer 360 – Merged sales, service, contract, warranty, payment and interaction history into a single profile per account accessible from web and mobile. This eliminated duplicate records and allowed fast contextual responses on calls.
Integrated Merchant Services & Billing Intelligence – Combined merchant gateway integration with Trimega Billing Intelligence to automate invoicing, reconciliation, and fraud detection through AI/ML driven insights.
Automated Billing Workflows – Implemented enterprise software development practices to automate invoicing across subscription, milestone, and one-off billing models, including automatic tax and credit management.
Field Dispatch & Route Optimization – Dynamic crew scheduling, map driven routing, mobile job packs for technicians (job details, attachments, signature capture, parts used), and real time status updates reduced idle time and travel overhead.
Contract & Warranty Management – Centralized contract templates, renewal reminders, and warranty lookup tied to invoices and service history to speed resolution and support aftermarket revenue.
Role Based Dashboards & Alerts – Executive KPIs (ARPU, days sales outstanding, churn), ops views (backlog, technician utilization), and finance reports (reconciliation exceptions, declined payments) updated in near real time.
APIs & Third Party Integrations – Out of the box connectors for accounting systems, payment processors, parts suppliers, and mapping services. Open API endpoints allowed customers to extend workflows without heavy customization.
AI Assisted Insights (Azure OpenAI) – Natural language summarization of service notes, anomaly detection in billing patterns, and predictive alerts for high risk accounts surfaced as assistive recommendations for staff (final decisions still human led).
Secure, Cloud Native Architecture – Azure hosting with role based access control, encryption at rest/in transit, and audit logs to meet enterprise security expectations.

Measured Impact - Business outcomes

72% reduction in invoicing cycle time – Average time from job completion to invoice sent fell from 10 business days to under 3 days due to auto generated invoices and direct payment capture.
45% improvement in field crew efficiency – Route optimization and real time dispatch reduced travel and idle time, increasing completed jobs per tech per week.
89% drop in billing exceptions – Automated line item reconciliation and Billing Intelligence eliminated most manual mismatches that previously required intervention.
24% lift in on time collections – Faster invoices and integrated payments reduced days sales outstanding (DSO), improving cash flow predictability.
18% increase in ARPU (average revenue per user) – Better contract enforcement, warranty upsells, and consistent billing captured monetization opportunities previously missed.
4,500 staff hours saved annually – Time reclaimed from reconciliation, manual scheduling, and corrective billing translated to roughly 2.2 FTE equivalent capacity redirected to strategic work.
Procurement & onboarding time cut by 40% – Prebuilt industry workflows and out of the box connectors shortened time to live for new customers and lower implementation costs.
Improved customer satisfaction – Faster service updates, consistent invoices, and simple digital payments reduced disputes and improved NPS in pilot accounts.

Conclusion

BOS gave Trimega’s customers a verticalized CRM that aligned sales, service, and finance on one modern platform. The result was measurable: faster invoicing, higher field productivity, fewer billing disputes, improved cash flow and better business visibility. For service organizations in roofing, alarm/security, solar and pest control, BOS removed the operational friction that once constrained growth unlocking efficiency, predictable revenue, and a simpler path to scale.

Client Says

The demo has proved to be a powerful tool in investor meetings, garnering encouraging reactions. Ansi ByteCode excelled at collaboration, responding quickly and integrating all requested changes.

Greg Foster

GM & Founder of Vizen Analytics LLC

Across all of their projects, Ansi ByteCode has helped to realize efficiencies in processes and technologies, as well as increase ROI. Their flexibility and willingness to go above and beyond project scope sets them apart from other offshore vendors.

Andrew Martins

Former Executive, Manufacturing Company

Ansi ByteCode has been conscientious and reliable since our initial project 4 years ago. They do not over promise or under deliver. We continue to work with them and will for some time.

Eddie Allen

Co-Owner with my wife Lori Allen at BBL Systems, Inc

Ansi ByteCode is reliable and diligent software development company. They can project manage themselves and ultimately create the software as the design requirements are given to them.

Jonathan Spence

Chief Executive Officer at Xtracta

I really enjoy working with this company. They follow up regularly on developments and they work well. We don't have to explain 50 times for them to understand the idea of development.

Cdric Boivin

Président - CEO at Secure Exchanges

Ansi ByteCode LLP successfully reached its goal. The project management was professional and structured. Their team was very good at listening to the customer.