Your team is re-entering the same job data across 4 different tools. We fix that.
We help small contractors and trades businesses automate their back-office workflows — without ripping out QuickBooks, spreadsheets, or the tools you already rely on. Think of us as your fractional automation team.
Get Your Free Workflow AuditYour office manager copies estimate line items into spreadsheets, then re-enters totals into QuickBooks every Monday.
New leads sit in someone’s inbox for 3 days before anyone follows up.
Your PM has a different spreadsheet for every active job — none of them match what’s in accounting.
Invoicing takes a full day each month — pulling numbers from 3 places and hoping they add up.
You looked at Procore or Buildertrend, but it’s $500+/month and weeks to set up for a 10-person company.
You don’t need enterprise software. You need someone to make the tools you already have actually work together.
Three steps. No disruption.
We audit your workflow Free
We map how your office and field teams actually work — where job data gets entered twice, where follow-ups get missed, where admin eats into billable hours. You get a written report with a prioritized automation roadmap. No commitment.
We build your automation layer
We connect your existing tools — QuickBooks, Excel, Google Sheets, email, your CRM — and set up workflows that handle the repetitive stuff automatically. Estimate approved? Invoice gets generated. Payment received? Job cost updates. New lead? Follow-up goes out in minutes, not days.
We stick around
Automations aren’t set-and-forget. As you take on new projects, add crew, or switch tools, we adjust. An ongoing partnership, not a one-off project.
Workflows that run themselves
Estimating → Invoicing
Estimate approved, invoice auto-generated with correct line items, sent to client, logged in QuickBooks. No re-typing.
Lead Intake → Follow-up
New inquiry gets a professional response within minutes, info lands in CRM, task assigned to the right person.
Job Costing → Reporting
Time logs, material costs, sub invoices feed into a single view. Real-time profit/loss per job, no month-end surprises.
Payment Tracking → Collections
Overdue invoices trigger automatic reminders. Payment received, books update. Retainage tracks itself.
Daily Logs → Office Sync
Field crew submits report from phone. It lands in the project folder, updates the schedule, notifies the PM.
Results you’ll feel in the first month
Stop the double-entry
Job data flows once and lands everywhere — estimates, invoices, QuickBooks, reports.
Get your hours back
Clients typically reclaim 10–15 hours/week of admin time within the first month.
No big migration
Works with QuickBooks, Xero, Google Sheets, Excel, email, Jobber — whatever you’re running.
Know your numbers
Real-time job costing. Profit and loss per project, not a quarterly surprise from your accountant.
Automation that sticks
We map your workflow first, then build around how your team actually works.
We’re a small, technical team that specializes in workflow automation for trades and construction businesses. We’ve built enterprise resource planning systems, AI-powered automation pipelines, and custom integrations for companies across multiple industries.
We bring that depth to small firms that deserve the same operational efficiency — without the enterprise price tag.
Common questions
What tools do you work with?
Whatever you’re already using. QuickBooks, Xero, Google Sheets, Excel, Outlook, Jobber, Buildertrend, ServiceTitan, Calendly — if it has an API or integration, we can connect it.
How long does the free audit take?
One 60-minute call, followed by a written report within 3–5 business days. Most contractors are surprised by how much duplicated work we uncover.
What does a typical automation build cost?
$3,000–8,000 depending on scope. A simple 2-tool connection is on the lower end. A full estimate-to-payment pipeline is on the higher end. Scoped based on the audit.
Do you offer ongoing support?
Yes. Most clients move to a monthly partnership ($1,000–$2,000/mo) — monitoring, optimization, and priority access for new builds.
I’m not very tech-savvy. Will this be complicated for my team?
No. Your team keeps working the way they already do — we eliminate the manual steps in between. If your office manager can use email and QuickBooks, they’ll be fine.
What if the audit shows I don’t need much?
We’ll tell you. The audit is free and no-strings-attached. We’d rather earn your trust than oversell.
Find out where your crew is losing hours — for free.
Book your free workflow audit. No commitment, no sales pitch. Just a clear picture of what’s costing you time and how to fix it.
Book My Free Audit
The average contractor we audit has 8+ hours per week of duplicated data entry they didn’t know about.