Capabilities

The parts of the operation your software leaves to your staff.

This page is capability, not a menu. Most projects use two or three of these, wired into the software you already keep. Which ones are worth building is exactly what discovery is for.

Connect what you already run

Your field software, your accounting and your spreadsheets hold the same information, and none of them share it. We move it between them automatically, in both directions.

QuickBooks, so the books stay reconciled without anyone retyping
Field, service and project software — Jobber, ServiceTitan, Procore, Buildertrend and similar
Stripe and card, ACH or stored payment methods
Twilio for SMS, call routing and notifications
Email, calendars and the line-of-business tools nobody is giving up
REST APIs and webhooks in both directions, with retries and reconciliation

Automate the manual handoffs

The steps that only happen because someone remembers them: re-entry, follow-ups, notifications, document handling and the monthly reconciliation nobody wants.

The same information entered once instead of in three systems
Estimate and invoice follow-up that stops the moment someone replies
Appointment, service and renewal reminders that send themselves
Internal handoffs between office, sales, PMs and the field
Documents generated, filed and attached to the right job
Lead routing by service line, territory or value

Field-to-office operations

A change called in from a jobsite should not need three people to become a schedule change, a change order and an invoice line.

A field view built for a phone in a truck, not a desktop
Job status that updates the office without a phone call
Photos, notes and documentation attached to the job, not to a phone
Scheduling and dispatch across crews, techs and service lines
Recurring and contract work that survives a reschedule
Day sequencing, routing and crew assignment

Estimating & change orders

Your pricing rules encoded properly, and the context of the estimate carried into the job instead of being rebuilt from memory once the work is awarded.

Pricing logic based on your measurements, tiers and modifiers
Templates for the work you quote every week
Multi-option proposals a customer can actually understand
Approvals before anything goes out the door
Digital acceptance and signature capture
Change orders priced, approved, scheduled and billed as one flow

Internal tools & custom CRM

The spreadsheet that quietly became a system, turned into software your team can actually run on — with permissions, history and no risk of somebody sorting one column.

Customer, property and site records modelled the way your company thinks
Custom fields and statuses for the things your team actually tracks
The workflow no product supports, built as its own tool
Roles and permissions, so the right people see the right records
History and audit trail instead of a version called final-v3
Contracts, service agreements and renewal dates in one place

Customer self-service

When was I serviced, what did I approve, what do I owe. Every one of those is currently a staffed phone call.

Service history, upcoming visits and project status
Estimates and change orders to review, approve and sign
Invoices and online payment
Service requests that land in your workflow, not an inbox
Documents, photos and site details
Lives inside your existing website or alongside it — customers see one company, not two systems

Job costing & reporting

Numbers reconciled once by the system, instead of assembled by hand out of three tools at the end of every month.

Job costing against estimated hours and materials
Margin by job, service line, crew and customer
Revenue, recurring work and contract renewals
Close rates by lead source and estimator
Field productivity and schedule adherence
Reports built on one set of figures, not three that nearly agree

AI where it removes real work

Applied to specific jobs where it saves measurable hours — reading documents, handling calls, drafting replies. Not bolted on so the word appears on a page.

Pulling structured data out of invoices, POs, plans and submittals
Turning a messy phone call or email into a structured lead or request
AI phone answering that qualifies, books and hands off to a person
Drafting estimates, follow-ups and customer replies for review
Classifying and routing inbound requests
Consequential actions held for a human to approve, always

No project includes all eight. Scope is written down and priced before development starts, and anything added later is quoted separately.

Platform experience

Systems we have already shipped.

Production work, listed as capability rather than dressed up as client case studies. Client results, when we have them, are published on the Work page with the client's name on them.

AI receptionist and intake

Answers inbound calls, qualifies the caller, captures the details a real estimate needs, and books the appointment straight into the schedule.

Voice
Lead capture
Scheduling

Recurring scheduling engine

Recurring service plans across multiple crews and service types, with reschedules, seasonal cycles and exceptions that do not corrupt the rest of the calendar.

Scheduling
Crew operations

Customer portals

Self-service access to service history, estimates, approvals, invoices and payments — the questions that otherwise arrive by phone.

Portal
Self-service

Payment and subscription infrastructure

Stripe-backed card and ACH processing, stored payment methods, recurring billing and reconciliation that survives contact with accounting.

Stripe
Billing

Estimating and proposal workflows

Rule-driven pricing, multi-option proposals, internal approvals and digital acceptance, built so pricing does not depend on who is quoting.

Estimating
Approvals

Lead pipelines and routing

Inbound leads captured, deduplicated, scored and routed by service line and territory, with follow-up that stops when a human replies.

CRM
Automation

Route and field workflows

Day sequencing, crew assignment and job status reported from the field, so the office knows where work stands without calling the truck.

Routing
Mobile

Cross-system API orchestration

Keeping several systems of record in agreement — webhooks, retries, idempotency and reconciliation, which is where most integrations quietly fail.

APIs
Webhooks
Integrations

See the systems these came from

Boundaries

Just as important: what we won't build.

Scope discipline is the difference between a system that pays for itself and a project that quietly doubles.

We don't rebuild your accounting

QuickBooks is good at accounting. We integrate with it so your books stay correct without anyone retyping invoices.

We don't replace the software your team already knows

If your field, service or project software is doing its job, it stays. Retraining a whole company is a cost, and it is rarely the thing that was hurting you.

We don't build features to raise the invoice

Every item in scope has to earn its place by removing real work. If it doesn't, we cut it before you pay for it.

We don't ship and disappear

Hosting, monitoring, fixes and support continue after launch. Software you cannot maintain is a liability.

Your website can be part of this, if it helps

When the lead forms, estimate requests, booking and customer portal all feed the same system, it usually makes sense for us to host and maintain the site too. If your current site works and your web guy is good, keep them — this is an option, not a condition.

Which of these would actually move the needle for you?

That is the first question on the call. Bring one workflow your software has never handled properly and we will work backwards from there.

Walk us through a workflow Tell us what isn’t working

Thirty minutes, no obligation. Custom builds start at $6,000.