Built for GCs, specialty contractors, and trade shops

Your office runs on paper, phone calls, and hope. We fix the office.

You've got 30 active bids, a dozen subs who never answer their phone, permits stuck in review, and invoices going out weeks late because the job details are on a whiteboard in the trailer. The job site runs fine. The back office is where things fall apart.

Book a 30-Minute Discovery Call

We'll look at your bid-to-close workflow and tell you what's worth automating.

Sound familiar?

Every contractor and GC we talk to has the same problems. Different trades, same chaos.

📈

Bids go out and disappear into the void

You send 30-40 bids a month. Maybe someone tracks them in a spreadsheet, maybe not. Follow-up happens when someone remembers. You lose jobs not because your price was wrong, but because nobody called back.

📞

Subcontractor coordination is a phone tree

Getting a sub's insurance docs, W-9, and signed agreement takes three weeks of back-and-forth. Scheduling is a group text. When someone no-shows, you find out at 7am on the job site.

📄

Permits sit in limbo and nobody tracks them

You submitted the application. Is it under review? Did they need revisions? Is it approved? Nobody knows until someone calls the building department and waits on hold for 40 minutes.

📝

Change orders create billing confusion

The owner asks for a change on-site. Your PM agrees verbally. Nobody writes it up for three days. By the time it hits the books, the numbers don't match and the client disputes the invoice.

💰

Invoicing happens weeks after the work is done

You finish a milestone. The PM has the details in his head. The office needs them on paper. By the time the invoice goes out, you've already started the next job and nobody remembers the specifics.

Systems that handle the paperwork, so your crew can handle the work.

These plug into your existing tools — Procore, Buildertrend, CoConstruct, QuickBooks, your email. We don't replace what works. We automate what doesn't.

Bid Tracking + Auto Follow-Up

Before
  • Bid sent via email or portal
  • Tracked in a spreadsheet (maybe)
  • Follow-up when someone remembers
  • No visibility on win/loss rates
  • Jobs lost to late follow-up
After
  • Every bid logged automatically
  • Follow-up emails at 3, 7, and 14 days
  • Dashboard with pipeline and status
  • Win/loss tracking by type and client
  • No bids fall through the cracks

Subcontractor Onboarding & Coordination

Before
  • Email the sub for their docs
  • Follow up 3 times for insurance cert
  • Manually verify coverage dates
  • File everything in different folders
After
  • Sub gets onboarding link with all requirements
  • Auto-reminders until docs are submitted
  • Insurance verified and expiration tracked
  • Everything filed and accessible in one place

Permit Status Monitoring

Before
  • Submit application, hope for the best
  • Call the building dept every few days
  • No centralized tracking across jobs
  • Delays discovered when the crew shows up
After
  • Permit status checked automatically
  • Alerts when status changes or action needed
  • Dashboard across all active permits
  • Delays flagged before they impact scheduling

Change Order Processing

Before
  • Verbal agreement on-site
  • Written up days later (if at all)
  • Pricing disputes at invoice time
  • No paper trail until it's too late
After
  • PM logs change from phone in 2 minutes
  • Change order generated with pricing
  • Sent to client for approval immediately
  • Approved COs auto-added to project billing

Invoice Generation from Project Milestones

Before
  • Milestone completed on-site
  • PM tells office (eventually)
  • Office builds invoice from project docs
  • Invoice sent 2-3 weeks late
After
  • Milestone marked complete in system
  • Invoice auto-generated with correct amounts
  • Includes approved change orders
  • Sent same day, payment received faster

Three steps. No disruption to your current workflow.

1

Audit

We spend 30 minutes on a call mapping your bid-to-billing workflow. Where do things get lost? Where does your office spend the most time on things a system should handle?

2

Build

We build automations that plug into your project management, accounting, and email. Your team keeps working the same way — the tedious parts just disappear.

3

Maintain

We monitor everything. When something breaks or your process changes, we handle it. You don't need to hire an IT person or learn a new platform.

Your crew builds things. Let's build you a back office that keeps up.

30 minutes on a call. We'll look at your bid tracking, invoicing, and coordination workflows and tell you what's worth automating.

Book a Discovery Call