How We Work

In person, at your shop, with the people who do the work.

The stages

No fixed dates. We move at the pace of your jobs, and we give you a real timeline on the discovery call.

1. 01

   Discovery with the owner

   What you want the business to look like, what keeps you up, and what you need to see.

2. 02

   Discovery with the field

   Time with the crews. How a job really runs, what gets written down, what gets lost.

3. 03

   Discovery with the office

   Time with whoever does the scheduling, billing, and chasing invoices.

4. 04

   Configuration

   We build the system around your forms, your terms, and your process.

5. 05

   A trial on real jobs

   A few crews run it on live work. We fix what they find.

6. 06

   In-person training, then rollout

   We train your people at your shop and turn it on for everyone.

7. 07

   Ongoing support

   A real person you can call. Updates and security stay with us.

What we need from you

Time with the people who actually do the work, office and field. Copies of the paperwork you use today: work orders, estimates, invoices. And a few crews willing to run it on real jobs before the full rollout.