Step 01
Discovery
You walk us through the workflow that is causing the problem.
This is not a feature wishlist meeting. Before anyone talks about screens, we map how work actually moves through your business today — including the steps that only exist in somebody's head and the ones nobody has ever written down.
- How leads and requests arrive, and what happens in the first hour
- How estimates get built, priced and approved
- How work gets scheduled, assigned and resequenced
- What the field sees, and what it reports back
- How change orders get approved, scheduled and billed
- How customers get updated, and by whom
- How money moves, from invoice to job cost to reconciliation
- Which systems you already run, and what each one is genuinely good at
- Every manual workaround your team has invented
The workarounds are the most valuable thing in this list. They are a map of exactly where your software stops and your staff start.