Custom Automation for General Contractors
You Build Buildings. We Build Systems. Let's Build Together.
Bid follow-up, sub coordination, change orders, and payment tracking. Automated inside the tools you already use.
Real Numbers, Real Wins
What We've Returned to Teams Like Yours
Real numbers from real engagements. Hours back, dollars recaptured, capacity unlocked.
*Based on a 25-employee firm: 2 hours saved per day × 250 working days = 12,500+ hours/year. Cycle reduction measured at 2 hours → 30 minutes per repetitive task.
How Automation Works in Your Business
From rewiring your existing tools to building custom systems from scratch. Whatever saves your team the most time.
Bid & Estimate Follow-Up
Every pending proposal gets timed follow-up sequences automatically. Your team stays focused on bidding while the system handles the chasing.
Subcontractor Coordination
Subs are auto-dispatched, scheduled, and tracked from assignment to completion. Confirmations and check-ins go out automatically so nothing sits in a text thread.
Change Order Processing
Scope changes are captured digitally, routed for approval, and synced to the project budget automatically. Every change is on record with a sign-off trail.
Daily Log & Progress Reporting
Field reports and photos are auto-compiled into structured daily logs. Your team documents in the field and the system formats it for stakeholders.
Invoice & Draw Schedule Tracking
Invoices are auto-generated tied to project milestones and draw schedules. Payment reminders and lien waiver tracking run on autopilot.
Whatever Else Is Eating Your Time
If your team is doing it repeatedly and it follows a pattern, we can probably automate it. We scope custom workflows during the audit based on what will save you the most hours.
What We've Built
A line-up of systems and features we've shipped to real platforms.
Fully Custom CRM
Internal SystemA complete CRM built from scratch handling outreach, qualification, post-sale, and signed contracts in one platform.
- Outreach runs itself, leads land warm and ready
- Hottest leads automatically surfaced first, nothing slips
- Post-sale: contracts, quotes, projects, payments handled
- Legally-binding signatures collected without a third party
- One unified workspace, no SaaS stack required
Replaced a stack of SaaS subscriptions with one system running the entire client lifecycle.
Enterprise Salesforce Build
Client ProjectA full CRM migration and automation build for a 25-person accounting firm, consolidating ten disconnected systems into one.
- Ten disconnected systems collapsed into one workspace
- Client outreach and task tracking running on autopilot
- Documents standardized and brand-consistent across the firm
- Bookkeeping, admin, and client services finally connected
- Hours reclaimed daily across every team and role
Hours reclaimed daily across every team. Operations unified across bookkeeping, admin, and client services.
Self-Driving Bookkeeping Pipeline
Client ProjectAn automated pipeline that handles daily bookkeeping for an accounting firm overnight, with zero manual data entry required.
- Daily bookkeeping runs automatically before the team arrives
- Dashboard triggers actions inside the books on demand
- Works directly inside their existing accounting software
- Exceptions surfaced for review, the rest handled silently
- Replaced an entire manual data-entry workflow end-to-end
What used to take hours per client every single day now happens overnight, completely hands-off.
Live Customer-Voice Engine
Internal SystemPulls real customer language straight from the wild on demand, surfacing what your buyers actually say about their problems.
- Real customer voices surfaced on demand by industry
- Hundreds of authentic complaints pulled in minutes
- Cuts guesswork from every headline and email
- Filters down to the exact pain you're targeting
- Results flow into the next step of the workflow
Hundreds of unfiltered customer complaints per industry, in their own words. Guesswork eliminated.
Custom E-Signature Platform
FeatureA self-built signing platform that lets clients sign legally-binding documents inside your branded experience.
- Documents drafted and sent without leaving your platform
- Audit trail captures every viewer, scroll, and signature
- Tamper-evident certificate of completion on every signed doc
- Legally compliant and enforceable out of the box
- Branded signing experience clients see, not a third party
Signed contracts collected without paying for DocuSign, on a branded experience clients trust.
In-Site Billing & Payments
FeatureInvoices, checkout, and recurring billing built directly into the website — no redirect to a generic payment page.
- Invoices generated and sent without leaving the site
- Customer payment pages branded to match exactly
- Subscriptions, one-time charges, and partial payments
- Auto-reconciliation back into the books
- Failed-payment retry and dunning flows built in
Customers pay on-brand, on-site. Conversions stop bleeding at the third-party redirect.
Custom Ad-Campaign Tracker
FeatureA branded ad-performance dashboard that pulls every channel into one view with real revenue and ROAS attribution.
- Every ad platform pulled into one unified dashboard
- Real-time spend, impressions, clicks, and conversions
- ROAS calculated against actual revenue numbers
- Per-campaign and per-channel drill-down views
- Built into your existing admin panel, on-brand
Quarterly ad reports go from spreadsheet rebuilds to a single refresh button.
Custom Workflow Engine
FeatureRun anything across your tools from one custom admin panel — no Zapier, no spreadsheets, no platform switching.
- Wires into any external API across your tool stack
- Trigger workflows manually or on a schedule
- Approval gates and human-in-the-loop checkpoints
- Full audit log of every run, every action, every result
- Custom UI in your admin panel, not a generic tool
A Zapier-and-spreadsheets stack replaced with one cohesive tool the team actually wants to use.
Bespoke Marketing Websites
Client ProjectCustom-coded marketing sites built from scratch with the brand, animation, and conversion logic the team actually wants — not a Wix template.
- Hand-coded from scratch — no Wix, Squarespace, or template lock-in
- Brand identity baked in: typography, motion, voice, color, the works
- Built for SEO and Core Web Vitals from the first commit
- Multi-page architecture with industry-specific landing pages
- Lives on your domain, hosted on infrastructure you can move freely
Brand-true sites that load fast, rank in search, and convert visitors into booked calls without paying a SaaS website builder forever.
Fully Custom CRM
Internal SystemA complete CRM built from scratch handling outreach, qualification, post-sale, and signed contracts in one platform.
- Outreach runs itself, leads land warm and ready
- Hottest leads automatically surfaced first, nothing slips
- Post-sale: contracts, quotes, projects, payments handled
- Legally-binding signatures collected without a third party
- One unified workspace, no SaaS stack required
Replaced a stack of SaaS subscriptions with one system running the entire client lifecycle.
Enterprise Salesforce Build
Client ProjectA full CRM migration and automation build for a 25-person accounting firm, consolidating ten disconnected systems into one.
- Ten disconnected systems collapsed into one workspace
- Client outreach and task tracking running on autopilot
- Documents standardized and brand-consistent across the firm
- Bookkeeping, admin, and client services finally connected
- Hours reclaimed daily across every team and role
Hours reclaimed daily across every team. Operations unified across bookkeeping, admin, and client services.
Self-Driving Bookkeeping Pipeline
Client ProjectAn automated pipeline that handles daily bookkeeping for an accounting firm overnight, with zero manual data entry required.
- Daily bookkeeping runs automatically before the team arrives
- Dashboard triggers actions inside the books on demand
- Works directly inside their existing accounting software
- Exceptions surfaced for review, the rest handled silently
- Replaced an entire manual data-entry workflow end-to-end
What used to take hours per client every single day now happens overnight, completely hands-off.
Live Customer-Voice Engine
Internal SystemPulls real customer language straight from the wild on demand, surfacing what your buyers actually say about their problems.
- Real customer voices surfaced on demand by industry
- Hundreds of authentic complaints pulled in minutes
- Cuts guesswork from every headline and email
- Filters down to the exact pain you're targeting
- Results flow into the next step of the workflow
Hundreds of unfiltered customer complaints per industry, in their own words. Guesswork eliminated.
Custom E-Signature Platform
FeatureA self-built signing platform that lets clients sign legally-binding documents inside your branded experience.
- Documents drafted and sent without leaving your platform
- Audit trail captures every viewer, scroll, and signature
- Tamper-evident certificate of completion on every signed doc
- Legally compliant and enforceable out of the box
- Branded signing experience clients see, not a third party
Signed contracts collected without paying for DocuSign, on a branded experience clients trust.
In-Site Billing & Payments
FeatureInvoices, checkout, and recurring billing built directly into the website — no redirect to a generic payment page.
- Invoices generated and sent without leaving the site
- Customer payment pages branded to match exactly
- Subscriptions, one-time charges, and partial payments
- Auto-reconciliation back into the books
- Failed-payment retry and dunning flows built in
Customers pay on-brand, on-site. Conversions stop bleeding at the third-party redirect.
Custom Ad-Campaign Tracker
FeatureA branded ad-performance dashboard that pulls every channel into one view with real revenue and ROAS attribution.
- Every ad platform pulled into one unified dashboard
- Real-time spend, impressions, clicks, and conversions
- ROAS calculated against actual revenue numbers
- Per-campaign and per-channel drill-down views
- Built into your existing admin panel, on-brand
Quarterly ad reports go from spreadsheet rebuilds to a single refresh button.
Custom Workflow Engine
FeatureRun anything across your tools from one custom admin panel — no Zapier, no spreadsheets, no platform switching.
- Wires into any external API across your tool stack
- Trigger workflows manually or on a schedule
- Approval gates and human-in-the-loop checkpoints
- Full audit log of every run, every action, every result
- Custom UI in your admin panel, not a generic tool
A Zapier-and-spreadsheets stack replaced with one cohesive tool the team actually wants to use.
Bespoke Marketing Websites
Client ProjectCustom-coded marketing sites built from scratch with the brand, animation, and conversion logic the team actually wants — not a Wix template.
- Hand-coded from scratch — no Wix, Squarespace, or template lock-in
- Brand identity baked in: typography, motion, voice, color, the works
- Built for SEO and Core Web Vitals from the first commit
- Multi-page architecture with industry-specific landing pages
- Lives on your domain, hosted on infrastructure you can move freely
Brand-true sites that load fast, rank in search, and convert visitors into booked calls without paying a SaaS website builder forever.
Questions Contractors Ask Us
Not necessarily. We can automate around your current tools or, if they're not cutting it, build you something better from scratch. Buildertrend, Procore, JobTread, QuickBooks. Most clients keep what they have and we fill the gaps. But if your current setup is the problem, we can replace it entirely.
Our pilots go live within 30 days. Most contractors see measurable time savings in the first 2 weeks after deployment.
That's the whole point. We build the system, test it, document it, and train your team. If your team can send a text and open an email, they can use what we build.
We take security seriously. Your data stays where you control it. Whether we're automating inside your existing tools or building something custom, we follow industry best practices for data handling, access control, and privacy.
Both. The workflow pain is the same whether you're building a $50,000 kitchen remodel or a $2M commercial tenant improvement. Bids need follow-up, subs need coordination, and invoices need to get paid.
We map your current process step by step, identify the biggest automation opportunity, calculate the expected ROI, and deliver a scoped implementation blueprint. You get a clear plan whether you move forward with us or not.
We Work With Your Tools or Build You Better Ones
We can automate around your existing software or build custom tools when off the shelf doesn't cut it. Either way, your team saves time.
Don't see your tool? If it has email, an API, or exports data, we can work with it.
Ready to Stop Losing Money Between Projects?
Book a free 30 minute discovery call. We'll map your biggest workflow bottleneck and tell you exactly how much time and money you can recover.
Based in Miami. Serving contractors across South Florida.