CRM setup and cleanup
We pick the CRM that fits how you sell, not the one with the loudest ads. We move your data over and clean out the duplicates. Enter a customer once and the whole team has them.
Systems & Automation
Run the business,
not the busywork.
Most businesses are held together by a spreadsheet, a group text, and one person’s memory. We connect the tools you already pay for, like the CRM, scheduling, and QuickBooks, so the routine parts run themselves.
Who This Is For
Businesses that outgrew the spreadsheet but don’t want a second full-time job running software.
You’ve got real revenue, real customers, and a real team. What you don’t have is time to be the IT department, and the last thing you want is a six-figure software project with a twelve-month rollout. One line to know which page you need: this one is for making the tools you already run work together. If the tool you need doesn’t exist yet, that’s Software & Apps.
- 01The same info lives in three places and none of them match.Customers in the CRM, jobs in a spreadsheet, invoices in QuickBooks, and nobody trusts any of them to be right.
- 02Leads and follow-ups quietly fall through.You know they do, even if you can’t always point to which ones.
- 03Half your team’s day is re-entering what the other half already entered.You’re paying experienced people to do copy-paste work. They know it too.
What’s Included
What we wire up, and what we watch.
The business keeps growing and tools keep changing, so this work is monthly by nature. The mix shifts with what the operation needs next.
Intake and forms that feed the system
Quote requests routed to the right person, logged in the CRM, acknowledged to the customer automatically. A lead from the website stops dying in an inbox.
Scheduling and dispatch
Jobber, ServiceTitan, Google Calendar, or something custom, connected so a booking shows up everywhere it needs to, with reminders going out on their own.
Invoicing and accounting sync
Jobs close, invoices generate, payments post to QuickBooks, without anyone re-typing a number. Tax time gets cleaner. Your bookkeeper gets happier.
Customer messaging, automated
Confirmations, reminder texts, review requests, and check-ins with old customers. Sent automatically, from your number, in your voice.
Reporting and dashboards
One view of the numbers you actually run the business on: jobs booked, revenue, open quotes. Built from the tools you already use.
How We Think About Systems
The habits that keep your tools yours.
We use what you already pay for
Most businesses don’t need new software. They need the software they already have to talk to each other. Before we recommend buying anything, we look at what you already pay for that’s going unused.
We hand it off documented
Nothing we build is a black box. You get the diagrams, the logins, and the why-we-did-it-this-way. Another person could pick it up and run it.
Some things shouldn’t be automated
A quote for a complicated job probably needs a human. A sensitive customer conversation definitely does. We’ll flag the ones automation would make worse. Then it’s your call.
We don’t lock you in
The CRM is yours, the accounting is yours, the data is yours. If we stop working together, nothing you use stops working.
What Working With Us Looks Like
How the first months go.
Systems work doesn’t really end. The business keeps growing and tools keep changing. Here’s how it goes from the first call on.
- 01
We learn how the business actually runs.
A working session with you and whoever touches the day-to-day: the office manager, the dispatcher, whoever’s holding it together with duct tape. We map what’s happening now, not what the software was supposed to do. By the end of the week, we know where the time goes.
- 02
The duct tape comes off first.
The duplicate customer records, the invoice that always gets sent twice, the intake form that doesn’t route anywhere. All cleared in the first month. You feel the difference right away, before we start on the bigger pieces.
- 03
Connections, automations, small builds. Whatever the business needs next.
The month-in, month-out part. We extend what’s working, build new connections as you add tools or locations, handle small custom requests, and tune what’s already live. When something’s coming on your side, a new crew, a second location, a busy season, the plan moves with it.
- 04
We watch for breaks so you don’t have to.
The software companies push updates and a workflow that worked last month stops. We watch the connections and catch breaks before they become problems. Most months you won’t hear about it, which is the point.
- 05
What ran, what broke, what we’re building next.
One page a month, five minutes to read, and a call if you want one. No dashboards you have to log into to read.
Questions
Common questions.
Usually no. The default is keeping what you have, like Jobber, ServiceTitan, QuickBooks, or Google Workspace, and making it all talk. Most businesses already pay for more than they use.
The obvious breaks, like duplicate records and forms that route nowhere, get cleared in the first month. Bigger connections land over the following months. You feel it early.
That’s why we change as little as possible. Your team keeps the tools they know where we can, and anything new comes with real training, not a login and a good-luck.
If the business runs on jobs, schedules, quotes, and customers, then yes, it fits. Whether yours does is the first thing the phone call settles.
We usually know before you do. Monitoring is part of the monthly work. Most breaks get caught and fixed without your team noticing.
It stays yours. Everything runs in your accounts, on tools you own. We set up access. We don’t move your data somewhere else. Happy to walk through the specifics on a call.
The setup is a small one-time project. Keeping it connected after that is part of your monthly agreement, month to month. Both get quoted after a phone call, and the details are on the Pricing page.
Yes. The wiring keeps running. What you’d go without is the monthly part: the watching for breaks when a software company pushes an update, and the improvements that come from tuning it month over month.
You keep everything. The tools are your accounts, and the documentation means another person can pick it up. Nothing stops working when we stop.
Ready When You Are
Tell us where the time goes.
What the office manager keeps re-typing, which leads are slipping, what’s held together by a spreadsheet. Walk us through it, and you’ll leave knowing what we’d connect first.