OSB had been running Acumatica for project management, cost accounting, and service orders for approximately two years when they engaged Lumber. As the company grew, they looked to extend that foundation with a dedicated field workforce and a payroll layer that would connect directly to their existing systems and give every field technician a single place to work from.

The Challenge

OSB's field operations had outgrown the tools supporting them. Their 100-person crew was still tracking time on paper. Timesheets were filled out by hand and turned in weekly. Delays were constant. As CFO, Neil Jackson put it, their office was perpetually chasing workers down for their timesheets. Those delays rippled downstream: slower billing, slower payroll.

The company also wanted a more structured way to manage service order execution in the field. Technicians were assigned work through Acumatica, but there was no dedicated mobile layer for clocking time against specific service orders or capturing job notes directly at the site.

Scheduling was informal. Supervisors had no real-time view of who was on what job. The company needed GPS-validated time entries, a centralized dispatch view, benefits administration connected to payroll, and a single mobile experience for the field.

A compounding challenge was that OSB's field technicians routinely split their day between project work and service orders. With no single platform that handled both, time data was coming into the office from two separate places, creating reconciliation work on the back end and friction for workers in the field who had to navigate multiple tools to log their day..

OSB needed a solution that could connect field time capture, dispatch, service order execution, and payroll into a single workflow, integrated directly with Acumatica.

Why OSB Enterprises chose Lumber

OSB came to Lumber through a referral at a CFMA conference in Chattanooga. Strategies Group's endorsement of Lumber as a strong fit for Acumatica environments was a significant factor in moving forward.

A key differentiator was that Lumber was the first platform OSB found that handled both project time management and service order management within a single application. For a workforce that regularly moves between project sites and service calls in the same day, this mattered.

Several capabilities drove the final decision:

• Unified project and service order time tracking in a single mobile app, eliminating the need for field technicians to switch between tools during the day
• Bidirectional Acumatica integration that pulls service orders, projects, cost codes, and employee records into Lumber, and pushes timesheets and GL entries back
• Mobile time tracking with GPS validation, giving the team structured, location-verified time capture tied directly to jobs
• Service order execution: technicians clock in and out against Acumatica service orders from the mobile app, with time, notes, and data syncing back automatically
• Purpose-built construction payroll with support for tax remittances, ROEs, year-end filings, and benefits administration
• Schedule and dispatch board for managing technician assignments across service appointments in real time
• A mobile interface simple enough for field workers to use without a steep learning curve

The Solution

Lumber implemented a solution that was built around OSB's existing Acumatica environment. Throughout the process, OSB's team worked directly with Lumber's product team on filtering logic, technician permission levels, and dispatch board design.

The platform is adapted to how OSB's field teams actually work through these features -

• Unified mobile app covering both project time tracking and service order execution, giving field technicians a single tool for their entire workday
• Schedule and dispatch board for managing technician assignments across service appointments
• Service order execution module: appointments generated from Acumatica service orders, dispatched via Lumber, with field data including time, notes, and photos syncing back automatically
• Bidirectional Acumatica integration covering projects, service orders, cost codes, employees, timesheets, and GL entries
• Payroll and compliance module with support for tax remittances, year-end filings, and benefits administration
• Gamification module to drive field engagement through configurable badges, scorecards, and reward tracking
• Role-based access across field and office teams, with training delivered in both English and Spanish

Results on the ground

OSB went live on Lumber in a phased approach: time tracking, scheduling, service orders, with the Acumatica integration. Payroll was phased to align with OSB's operational calendar and avoid a major transition during busy season.

Field technicians now clock in and out on their phones against specific service orders and projects. Time, notes, and labor data flow back to Acumatica in real time, enabling accurate job costing and faster invoicing. The dispatch board gives supervisors real-time visibility into technician assignments and availability.

A technician can now start his day on a service order, move to a project site, and manage all of his time from one app without switching tools. The office receives a single, consolidated stream of time data regardless of whether the work was project-based or service-based, eliminating the reconciliation burden that came with managing two separate systems.

On the payroll side, OSB ran a parallel validation phase before full cutover, processing pay simultaneously in both systems to confirm accuracy before they went officially live.