Operations and systems for growing contractors
Stop running the business from your head.
Run it from your systems.
Right now it runs on your memory, sticky notes, text threads, your cell phone and whoever picks up.
One job, start to finish
Example
Every step accounted for
New lead
Logged the moment they call
Called back
Within 5 minutes
Inspection booked
Confirmed by text
Quote sent
Same day
Quote followed up
Automatically
Deposit collected
Before anything is booked
Materials ordered
From the signed quote
Job scheduled
Around the delivery date
Crew briefed
Before they arrive
Invoiced
The day the job closes
Paid
Reminder already set
Closed out
Job costed, review requested
Nobody had to remember any of it
7 years with contractors
Sound familiar?
The business grew.
The way it runs didn't.
"I'm wearing all the hats."
Estimating, scheduling, billing and the phone all run through you.
"Every question comes to me."
The crew calls you. The office calls you. Nothing moves until you answer.
"I can't take two weeks off."
If you step away, things stop or slip. Usually both.
"We're busy, but where's the cash?"
Jobs are done, but invoices, extras and follow-ups lag behind.
"We pay for software nobody uses."
It was set up once, half-finished, and everyone went back to texting.
"Nothing's written down."
Every new hire learns by shadowing, and it takes months.
From lead to paid
Where it leaks. What it looks like fixed.
Nine stages every job goes through. Pick one to see both sides.
What it looks like fixed
Every call and form is logged and answered within 5 minutes, even when you're on a roof.
What it looks like fixed
Quotes go out the same day from a template, with your pricing already in it.
What it looks like fixed
Every open quote gets a follow-up on day 2, 5 and 10. Nobody has to remember.
What it looks like fixed
A yes sends the contract, the deposit request and the material order in one step.
What it looks like fixed
The crew gets the scope, photos and site notes before they leave the yard.
What it looks like fixed
Jobs are scheduled around material delivery, and changes reach the crew and the customer right away.
What it looks like fixed
The invoice goes out the day the job closes, with every extra already on it.
What it looks like fixed
Reminders go out on their own until it's paid, and you can see what's outstanding at a glance.
What it looks like fixed
Every job gets a profit number, so you can see which jobs, lead sources and sales reps make you the most. And every customer gets asked for a review.
The audit finds which of these is costing you the most.
Where to start
Two problems, same first step.
Most contractors start here · Free
Losing money between the lead and the invoice?
The Lead-to-Invoice Audit finds every leak, from missed callbacks to late invoices, and puts a dollar figure on each one. You get a roadmap and a fixed price to fix the biggest one.
Operations Build-out
Growing, but it all still runs through you?
We write your SOPs, build them into your software, and set up the roles, handoffs and reports so the business doesn't need you in every conversation.
How we work
Most people tell you what to do. We actually build it for you.
We build the systems that move every lead, job and invoice through your business, in the software you already own.
01
Map it
We walk through how the work actually moves, from first call to paid, and find where it breaks.
02
Build it
SOPs, automations and AI skills, built into the software you already use and tested with your team.
03
Run it
We track the results, keep it working, and improve it as you grow.
Services
Fixed prices. Built into your tools.
Free
Lead-to-Invoice Audit
Find where money slips out between the first call and getting paid.
Learn more →$5,000 to $15,000
Leak Fixes
Close one leak in 30 days, built into your software, with results tracked.
Learn more →Scoped after your call
Operations Build-out
SOPs, roles, handoffs and reporting, built into the tools you use.
Learn more →Fixed price
Data Migration
Move to a new CRM without losing a record or a day of work.
Learn more →Monthly
System Care Plan
Keep everything we built working, clean and improving.
Learn more →Monthly retainer
Fractional CTO
A former CTO on your leadership team, part-time.
Learn more →You own it
Systems you own. Not a black box.
Everything we build is documented, tested and runs on your own accounts. When we part ways, it keeps working and your team knows how to run it.
01
Written down
A plain-language file for each process: what triggers it, what it does, where it stops.
02
Tested before handover
A test checklist of real scenarios, run and signed off with you.
03
You own everything
Built inside your tech and AI tools, not ours.
Find the profit leaking between the lead and the invoice.
The audit is free. You get a roadmap and a fixed price to fix the biggest leak.
Book your Lead-to-Invoice Audit