Software & automation for contractors and trades.
For Ohio contractors, electricians, plumbers, HVAC techs, and specialty trades. Cut the paperwork, tighten the schedule, and stop losing money in the gaps between tools.
Symptoms we hear a lot.
- Quotes live in three notebooks, two phones, and one spreadsheet.
- The schedule is a group text and a whiteboard nobody can read from the truck.
- Invoices go out late because someone has to retype the job details from the estimate.
- New leads sit in an inbox until somebody remembers to call them back.
- Job photos and signed change orders live in a phone gallery instead of the customer record.
- You can’t answer “how much work do we have booked?” without a 20-minute meeting.
Practical wins, not slideware.
Most of what makes a trades business profitable happens between the field and the office. We build the small, sturdy software layer that connects those two sides — so quotes turn into invoices automatically, the schedule lives in one place, and the office knows what the crew did today without having to chase it down.
Quote-to-invoice automation
A workflow that takes a lead, captures the job details once, generates the quote, gets it e-signed, schedules the work, and creates the invoice in QuickBooks when the job is done — no retyping in between.
Field-ready scheduling and dispatch
A simple mobile-first scheduling tool the crew can actually use from the truck. Drag-and-drop dispatching for the office, route-aware day views for the field, and SMS reminders for customers.
Customer portal & document handling
One place for customers to see their quote, sign change orders, view photos, and pay. One place for you to see every job’s history without digging through email.
Reporting that owners actually use
A dashboard answering the questions trades owners ask every day: booked vs. capacity, average ticket, jobs per crew, AR aging, and which lead sources are actually paying off.
Lead intake and follow-up automation
Capture leads from your website, Google Business Profile, and referral sources into one CRM with automatic follow-up sequences so nothing sits in an inbox unanswered.
Estimating helpers and templates
Reusable estimating templates with materials, labor, and markup baked in — so quotes go out the same day instead of three days later.
Focused projects from $1,000.
Fixed-fee builds, monthly retainers, and small focused projects. Discovery calls are free, and pricing is quoted in writing before work begins.
Questions from contractors & trades teams.
Ready to look at your workflow?
A 30-minute discovery call, no commitment. We'll tell you honestly whether the problem needs custom software, a small automation, or just a sharper spreadsheet.