How it works
We work on your calendar, not ours.
You already have a rhythm: dispatch in the morning, payroll every week, billing every month, a busy season every year. We work inside it, so nothing said in the field gets lost on the way to the bill.
You hear only what needs you.
Every morning
A short brief, before the trucks roll. Only what needs you, and who owns each item.
- For service companiesIt shows which jobs from yesterday got billed. It also shows callbacks, plan visits and quotes still waiting on someone.
- For contractorsIt shows if tickets got signed and extras got written up. It checks that hours went to the right job.
Every week
Once a week, you get one page that shows what got done and what’s stuck.
- For service companiesIt lists renewals coming due and visits to book. It flags quotes to follow up and checks hours before payroll.
- For contractorsIt shows where each change order stands and how cost compares to budget. It lists what you promised the GC, owner or buyer.
Every month
Once a month, we go over the ledger with you on a short call.
- For service companiesWe check that renewals were kept and visits got done. Then we check the work got billed.
- For contractorsPay apps go out on time, with backup. Lien waivers come in and go out. We track retainage until it’s paid.
Every season
Ready for your busy season and for hurricane season. Insurance, payroll and suppliers re-checked on a calendar, not when something breaks.
In your tools
We work in the tools you use now, like ServiceTitan, Jobber, Housecall Pro, Buildertrend or QuickBooks. No new app to learn. Your data stays yours.