Software Integration & Bookkeeping Clean-Up
Make your job-management and bookkeeping software agree with each other.
Services
What we fix
We fix how leads, estimates, jobs, invoices and job costs move between the tools you already use. Every engagement starts with a Systems Check. Project work is fixed-price.
Start here
Contractor Systems Check
We walk through your process from first call to bookkeeping, look at your software plans and your Google profile, and write it up in a few pages.
- What to keep, fix, connect or replace
- Your top three quick wins
- A rough scope and price for each fix
Project work
Fixed-price projects
Workflow Automation
Stop retyping the same job into three systems, and stop letting new leads go cold.
Job Costing & Profitability Dashboards
See which jobs, job types and crews actually make money — before the year is over.
Websites, Local SEO & AI Search
A fast website and a complete Google Business Profile that make the phone ring.
Custom Tools & Software
Small, focused tools when off-the-shelf software falls short.
Microsoft 365, Google Workspace & IT
Business email, logins, devices and shared files set up properly, in your name.
After the project
Monthly support
Optional and month to month. We keep an eye on your automations and integrations, make small changes, handle Microsoft 365 or Google Workspace accounts for new hires and people who leave, and check in on a regular schedule. It is not a 24/7 help desk.
Not sure where to start?
Book a free 30-minute Systems Check. We'll walk through how a job moves from first call to paid invoice, then tell you plainly what's worth fixing first. If nothing is, we'll tell you that too.