Thomas Somerville, 2025 Supply House of the Year in HVAC and plumbing, uses software to track customer credit limits and flag when accounts approach their ceiling. This lets his team proactively raise limits for creditworthy customers, turning credit management into a growth tool instead of just risk control.
Chapters
Look at the next article here. 2025 supply house of the year. That is a lead smart customer. Thomas Somerville, Great company in the H VAC and plumbing space. I was just talking with one of their executives. They're tracking, using our software, accounts receivable and credit limits. That doesn't sound exciting, right? But they're using that as a view of business growth, not business risk. The risks is that somebody might not grow because they have lots and lots of customers that have a credit limit that could be higher, but it's not higher because it's just the volume of business. But if that customer got a large job or they quoted them on a very large job and they were reaching or nearing their credit limit, antiquated systems would say you can't have that. So now with our system, we're tracking the quotes that they're running and where this customers are at with their credit limits so that rather than somebody showing up with a truck to get something for a big job that they won, now they're able to quickly look at that and say we need to raise our credit limit. If they're worthy of that.
