Before we build anything, we look at how your business runs.
The work starts with a close look at how your office runs, not with a tool, because the most expensive mistake a $3M contractor can make is speeding up the wrong thing. Then we fix the process and connect what you already use.
Assess, then build, then run.
Assess
A recorded working session, then a written report: how your business runs from first call to final payment, every gap with a dollar figure per year, five to seven fixes, a two-week plan of quick fixes, and a six-month plan. Full detail on the assessment page.
Timing confirmed on your first callBuild
One engine at a time, in the order the plan ranks them. Each build has a fixed written quote and a date for the first visible result, not just a go-live date. The assessment fee credits in full.
Fixed quote after the assessmentRun
Month to month. Monitoring, fixes, changes as your team or pricing changes, and a monthly review of what to tune next. Optional; some owners run the build themselves.
Cancel with 30 days' noticeBefore you tell us.
Lead leak.
Calls come in at 7 PM. You see the missed call the next morning. The homeowner already called the next roofer on the list. You lost the job before you knew you had a shot at it.
Estimate drag.
Every estimate means an evening or a Saturday morning building the proposal. By the time it goes out, the homeowner has two cheaper numbers in hand and yours arrives last.
The communication tax.
Customers call the office three times a week asking when the crew is showing up. You spend more time fielding "what is the status" calls than running the schedule.
Handoff failures.
Sales sells the job Monday. Production finds out Thursday. The crew shows up Friday without the right materials. Or shows up to nothing.
Unpaid invoices.
You finish the job Friday. You invoice Monday. The customer pays in 45 days, 60, sometimes 90. Nobody is chasing late invoices on a schedule, and you are always waiting on money you already earned.
Reviews nobody asks for.
Your best customers would leave a Google review if you asked at the right moment. You forget. They forget. Two months later the job is closed and the moment is gone.
Reporting black holes.
You do not know which marketing channel is producing closed jobs. You do not know which service line is actually profitable. You are running on gut feel and last month's bank balance.
Manual data entry.
Job information lives in QuickBooks, your customer list, the scheduling tool, and somebody's clipboard. Someone re-types it between systems. That someone is usually you, your spouse, or the most expensive person in the office.
Three engines. Delivered one at a time.
The assessment tells you what to fix, and in what order: remove, simplify, standardize, then automate what is left. An engine is our name for one finished piece of that last step, usually built by connecting the tools you already pay for. Each one is a focused build inside one part of your operation, delivered in the order the plan ranks them, so you see results before you commit to the next.
Lead-to-Contract Engine
From the moment a lead hits your phone, your inbox, or your web form, through to a signed contract. This is where most owners start, because it is where the fastest revenue lift usually sits.
- Missed-call recovery and automatic text-back when calls go to voicemail.
- Web forms, calls, and referrals land on one list.
- Quote follow-up on its own schedule that stops when the customer responds.
- Contract generation and e-signature, so quotes do not wait for someone to type them up.
- One view of every open lead, so you know which jobs are stuck and where.
Illustration. Harbor Point Remodeling LLC is a fictional company.
Contract-to-Cash Engine
From signed contract through getting paid. Scheduling and crew dispatch, deposit and progress invoices, status updates to the customer while the job runs, late invoices chased on a schedule, bills lined up for your approval, and the morning report that puts all of it on your phone at 6:30 AM.
- Read-only connection to your books; we cannot change your records.
- Approvals are recorded. A person always sends the money.
- A review request goes out at the right moment, not two months later.
Illustration. Figures are examples, not client data.
Field Operations Engine
Tools for the crew in the field. Photo-to-report, mobile checklists, time and material capture. Built on request, when the first two engines are running and the field is the next bottleneck.
Illustration. Figures are examples.
After the build is live.
Engines get built. They also need to be looked after, adjusted, and added to as your business changes. Support is month to month, priced by how many engines you run and how much ongoing improvement you want.
What is typically included
- Watching and fixing what we built.
- Adjustments as your team, services, or pricing change.
- Small additions and new connections between your tools as needs come up.
- A monthly review of what is working, what is not, and what to tune next.
Support is optional. Some owners take the build and run it themselves. Most prefer not to, because the value of the system goes up when someone is actively improving it. Either way, your data is yours; we hand over an export and credentials on request.
Built for a specific kind of owner.
- Contractor-owners running $1M to $10M in revenue with 5 to 30 employees.
- South Florida trades and field service: residential construction, remodeling, roofing, HVAC, plumbing, pool, landscape, pest, electrical, garage door, restoration.
- Owners who run operations themselves and are tired of doing it the manual way.
Who this is not for
- Companies under $1M in revenue. The economics do not work yet. Come back when you are bigger.
- Tradespeople looking for AI tools to use on the truck. We build for the office and the operations side first.
- Owners shopping for the cheapest tool on the market. We build production systems, not bolt-on hacks.
Next step.
Book a 20-minute call. We walk through your current operations, where you think the biggest leaks are, and whether the assessment is the right next move. No pitch deck. No pressure.
Book a 20-minute call