From the site visit to the final payment.
Leads tracked from the ad or call that brought them in, measurements captured on site, quotes from your price list, and deposits and progress payments that do not slip.
The business
A remodeling contractor doing kitchens, bathrooms and whole-house work. Leads come from ads, phone calls and referrals. Measurements are written on paper on site, quotes are built in a separate tool, and subcontractors are lined up by phone.
Where the money leaks
None of it shows up on a single bad day. It is the enquiry nobody answered and the invoice that went out a week late, every week.
Leads with no source. Nobody can say which ad or referral brought in the jobs that actually paid.
Measurements on paper. Site notes get lost or re-typed, and quotes go out days late.
Quotes that go quiet. Sent once, never followed up, tracked only in someone's head.
Payments chased by hand. Deposits and progress payments are tracked on a spreadsheet, if at all.
Your starting point changes the plan
A business you just bought and one you have run for years need different first steps.
If you just bought it
See what you bought
Past customers, open quotes and active jobs in one record.
Move the leads to you
Ads, phone numbers and referral partners point to the new team.
Site visit to invoice in one flow
Measurements, quote, job and payment without re-typing.
Grow from your past work
Follow up past customers and spend on the ads that pay.
If you've run it for years
Map how jobs flow today
Trace one remodel from the first call to the final payment.
Fix the biggest leak first
Usually unanswered or unfollowed quotes.
Get the site visit off paper
Measurement forms and photos on a phone, straight into the quote.
Run it without you
A schedule and pipeline the office can manage on its own.
What we put in
Built on the same proven core we run for our clients today, set up around how this business already works.
- Every lead tracked from the ad, call or referral that brought it in
- Site visits and measurement forms filled in on a phone, with photos
- Quotes with line items from your own price list, followed up automatically
- Jobs with phases, subcontractors and permits on one schedule
- Deposits and progress invoices in QuickBooks, tied to the job
What it moves
The results this work is aimed at, for the business and for its value when it is time to sell.
Revenue growth
More quotes followed up, and ad spend moved to the sources that convert.
Fewer staff hours
No re-typing between the site visit, the quote and the invoice.
Lower operating cost
Deposits and progress payments collected on time.
More use cases
Does this sound like your business?
Tell us how work flows today. We'll show you where the gains are, free and with no obligation.