Step 01
Discovery
We learn how your company actually operates.
This is not a feature wishlist meeting. Before anyone talks about screens, we map the way work moves through your business today — including the parts that only exist in somebody's head.
- How leads arrive and what happens in the first hour
- How estimates get built, priced and approved
- How work gets scheduled, assigned and resequenced
- What crews see, and what they report back
- How customers are communicated with, and by whom
- How money moves, from invoice 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.