Your team works hard.Your technology should too.
We help trade and industrial businesses understand where work gets stuck, choose the right improvements, and put them into practice.
From scattered to connected
Most teams run on software, spreadsheets, paper, and phone calls that don't talk to each other. AI helps once the pieces connect. We help you untangle them and decide where to start.
Not sure where to start? That's what the first conversation is for.
Growth has added handoffs
More questions route through you because it isn't clear who owns the next step.
Job details are entered twice
The same information is re-typed between the field, the office, and accounting.
Reports disagree
Figures are pulled by hand from different places, so decisions wait on a reconciliation.
Improvements stall
Everyone is busy running the business, so the fix never gets an owner.
Results from client work
Contractors that started where many do, with work spread across paper, spreadsheets, and systems that didn't talk.
- hours of manual work saved for clients, and counting
- 10,000+
- software platforms connectedand 1,000+ more we can connect to
- 20+
- Where we've worked
- 17 cities
- in 10 states, and growing
2,000hrs / yr
hours of data entry gone, every year
Atlanta, GARead300est. hrs / yr
of double entry gone, with both systems in step every hour
Cincinnati, OHRead672
crew payouts a quarter, each one traced to the job that earned it
Charlotte, NCRead13
business units on one scorecard
Commercial roofing platform, 13 business unitsRead250est. hrs / yr
of keying card spend into Penta gone, coded to current jobs
Industrial contractor, FloridaRead200est. hrs / yr
of month-end re-coding gone, with Ramp matched to Foundation daily
Construction companyRead150est. hrs / yr
of expense corrections avoided, with only valid project and account pairs
Professional services firmRead- App and automation
400hrs / yr
hours of manual entry gone, every year
Cincinnati, OHRead
- App and automationAssessment, then a warehouse inventory app that replaced paper countsCommercial roofing company · Cincinnati, OH
Costpoint projects and accounts in Ramp as a two-level dropdownProfessional services firm
Weekly Ramp to Penta export, with Ramp's job list kept in step with PentaIndustrial contractor, Florida
One warehouse and one scorecard across every unit's systemsCommercial roofing platform, 13 business units
Quarterly profit sharing calculated from the accounting system, with a statement for each personCommercial roofing contractor · Charlotte, NC
Hourly two-way sync between Close and SmartGlazier, with a master data dashboardGlass and glazing company · Cincinnati, OH
Two-way ServiceChannel and Dataforma integration for work orders and invoicesCommercial roofing contractor · Atlanta, GA
Where we start, and what comes next
Every engagement starts with how the work moves today. What we find there decides the next step, and each step builds on the one before.
- Step
Know where you stand
Find where a job waits, gets re-typed, or goes missing—from the field to leadership. Leave with a 12-month roadmap of what to fix first.
- Sales
- Operations
- Finance
- Production
- Leadership
Fig. 02 · One job through every teamIllustrative · not to scale - Step
Integrate your systems
Connect the software you already run, so a job's details follow it from quote to cash instead of being re-typed at each handoff.
CRM
Quote won
Job management
Job created
Field app
Work completed
Accounting
Invoice drafted
Each system hands the job to the next, no re-typing
Fig. 03 · Systems that pass the job alongExample data - Step
Automate the work
Hand repetitive steps to workflow automation and AI, with your people reviewing the decisions that matter.
- Create job from won quoteAutomated
- Order materials from the takeoffAutomated
- Approve change order over $5,000Needs review
- Draft invoice from completion recordAutomated
Fig. 04 · Steps that run, people who reviewExample data - Step
Make the data visible
Put the numbers leadership relies on in one place, defined the same way for everyone, with the next action clear.
- Jobs ready to invoice
- 12
- Days, completion to invoice
- 4.5
- Jobs over labor budget
- 3
Needs attention
- 3 completed jobs have no invoice yet
- Job 1042 is 18% over its labor budget
Fig. 05 · The numbers, in one placeExample data
Who we work with
Owners, operations leaders, and the people who run each part of the business. Choose your seat.
What it looks like
You want to know where the business stands without chasing figures across departments.
Where we usually start
An assessment of your processes, systems, and measures that ends in a 12-month roadmap you can decide from.
Digital Operations AssessmentCommon questions
Something else on your mind? Ask us directly.
We know we need to improve. Where do we start?
That's where most leaders are when they call. Start with a 30-minute conversation. If it makes sense, a Digital Operations Assessment follows: typically 4–6 weeks, depending on scope, ending in a 12-month roadmap.
Where does AI fit for a business like ours?
In specific, repetitive tasks, like reading documents, matching records, or drafting an invoice, with a person on your team reviewing the result. AI can only use the data it can reach, so if your systems aren't connected yet, that comes first.
How is this different from buying software or hiring an implementer?
A software vendor starts with its product, and an implementer starts with the system you've already chosen. We start with how your work moves, then recommend what to keep, connect, or replace, with the requirements behind each recommendation. The roadmap is yours to run with us or without us.
Do we have to replace our software?
Not necessarily. Some improvements need no new software, and many come from connecting the systems you already run.
How much of our team's time does it take?
We need interviews and walk-throughs with the people who do the work, scheduled around your jobs. The proposal sets out whose time we need and when, before anything starts.
Will automation replace our people?
No. We automate specific, repetitive tasks, and a person on your team reviews the result.
What does it cost?
The first conversation costs nothing. After that, it depends on scope: a proposal sets out the investment, deliverables, and responsibilities before any work starts.
Talk through your operations
Most leaders call when a new system, an acquisition, or a month-end that won't close makes the problem hard to ignore. Start with a 30-minute conversation about where work gets stuck in your business.