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How Davis & Plomin Moved Off Spreadsheets and Onto One Platform
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How Davis & Plomin Moved Off Spreadsheets and Onto One Platform

Davis & Plomin replaced spreadsheets with BuildOps, unifying dispatch, forecasting, and billing in one platform.

How Davis & Plomin Moved Off Spreadsheets and Onto One Platform
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Established in 1989, Davis & Plomin takes on complex commercial plumbing and mechanical projects that other companies actively avoid. The company's roughly 150 employees work across Central Kentucky to deliver innovative, cost-conscious work on time, with an eye on cutting both energy use and operating costs for their clients.

The challenge: running service on spreadsheets and phone calls

With about 150 employees and no service platform, Davis & Plomin ran on spreadsheets, phone calls, and email. "Billing was an issue," says Sam Plomin, Vice President of Financial Operations — and holding techs accountable for finished work was just as hard.

Without a dedicated system, dispatch lived in a wall of phone calls and ad hoc updates. Service work was difficult to track end to end, which made it harder to keep jobs moving smoothly and to maintain a clean record of every service call.

The solution: one intuitive platform for dispatch and billing

Davis & Plomin chose BuildOps as their first service platform. "BuildOps stood out for its simple, intuitive interface," Matt Wright, Service Project Manager, said. It integrated with their other software and felt built for commercial contractors — not retrofitted for them.

The dispatching tool quickly became central to how the team works. "The dispatching tool has been particularly huge for us. Before BuildOps, we didn't have any service software at all," Sam says. Instead of relying on manual phone trees, the team can see the schedule, assign work, and adjust jobs in one place.

The impact: forecasting, accountability, and a single source of truth

Once the BuildOps implementation was complete, the team was surprised by how intuitive the platform felt. Job forecasting gave them visibility weeks out, and the ability to change schedules on the fly kept dispatch moving without the back-and-forth.

Today, invoicing now covers all HVAC and plumbing jobs in the same system with no extra software needed. Every service call leaves a clean record for billing and accountability, giving the office the visibility they were missing before.

Matt sums up how the team feels about the product: "We would definitely recommend BuildOps. The software is constantly growing and continues to amaze us with every new update."

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