From a 20-minute call to a system that runs.
You tell us where jobs stall, anywhere from the first call to the final payment. We write down exactly what we will build and what it costs. Then we build it in your accounts, test it with your team and hand it over.
Estimate follow-up and job handoff
- Call
- Scope
- Build
- Live
- Your team20-minute call
Where jobs stall, which tools you use, and whether it is a fit.
- SystemWritten scope and price sent
What gets built, monthly running costs and how it will be tested.
- Your teamScope approved, deposit paid, access shared
- SystemBuilt in your accounts
Your CRM, accounting and calendar. Nothing to migrate.
- Your teamYour team tried it
A quiet estimate, a sold job with a missing color, and a step that fails.
- SystemLive, with logins and operating notes handed over
30 days of fixes for the agreed scope starts here.
You don’t need another app.
The four steps on this page, narrated in two minutes: the free call, the priced build inside your CRM, then Care or Partner running it month to month.
Four steps, nothing hidden.
- Tell us what you want handled.Show us a normal example and one that went wrong. We talk through the people, tools and decisions involved. You do not need a technical brief. You get a useful first scope, or a clear explanation of what needs investigation.
- Agree on the build and the price.Your proposal sets out what gets built, what it costs to run, the checks it must pass and what is outside the scope. Complex projects may need a $500 assessment first. You get a written proposal to approve before any work starts.
- We build it. Your team tries it.We set up the agreed tools in accounts you control. Your team reviews the normal case, a reply or change of plan, and what happens when a step fails. You get a working system you can check in your own tools.
- Accept it and take ownership.We walk through the acceptance checks, show your team how to run it and hand over access and documentation. You get the finished system, operating notes and 30 days of fixes for the accepted scope.
Run it yourself, or keep a builder on call.
Your team can run the system day to day. If you want a builder on call, Care ($1,500/month) keeps it running and Partner ($3,500/month) adds a new improvement every month. Both are month to month. Here is what a month looks like.
Every business dayMonitoring and failure alerts. If a step breaks, we hear about it first and respond within one business day.Care + Partner
Week 1
Monthly reportLeads answered, estimates followed up, jobs handed off, invoices collected, and anything that failed.
Care + PartnerPlanning callWe pick the next improvement from where jobs stalled last month.
PartnerWeek 2
Your change requestsNew answers, a new lead source, a crew added to routing.
Care + PartnerNext build startsScoped in writing, built in your accounts.
PartnerWeek 3
Conversation reviewA sample of calls and texts read, and answers tightened where homeowners got stuck.
PartnerYour team tests itThe new workflow tried on real examples before it goes live.
PartnerWeek 4
New workflow liveOperating notes updated, and it joins next month’s report.
Partner
An example month. Compare the plans → Thinking it through first? Use the free project checklist →
Start with the 20-minute call.
Bring the names of your tools and an example of a lead that slipped. That is enough to tell you whether it is worth building.