Practical Systems. Clear Offers. No Tech-Bro Nonsense.
Whether you need a roadmap, a full buildout, a platform setup, or ongoing support — there's a clear way to start.
Contractor Systems Audit
Starting at $750
A deep-dive review of your lead-to-payment process. We find where leads, time, money, and follow-ups fall through the cracks and hand you a roadmap.
Ideal customer fit
Owners who feel disorganized and want a clear, prioritized plan before spending on tools.
What's included
- Discovery call
- Current workflow review
- Lead intake review
- CRM / software review
- Estimate / job / payment process review
- Automation opportunity map
- Priority action plan
- Recommended next steps
Automation & Systems Buildout
Starting at $2,500
We build or improve the workflows your business needs — from lead capture to AI admin tools and dashboards, all connected and trained for your team.
Ideal customer fit
Contractors ready to put working systems in place for lead capture, follow-up, and payments.
What's included
- CRM pipeline setup
- Website form integration
- Lead routing
- Automated follow-up sequences
- Estimate follow-up
- Deposit / payment reminders
- Customer communication templates
- Job status workflows
- AI admin tools
- Dashboard setup
- Training
CrewOpsPro Setup
Custom setup available
We configure CrewOpsPro around the way your business actually runs — leads, estimates, jobs, invoices, payments, price books, and operations.
Ideal customer fit
Contractors whose tools are scattered or overpriced and want one contractor-focused platform.
What's included
- Account configuration
- Pipeline setup
- Price book setup
- Estimate / invoice workflow
- Customer / property setup
- Templates
- Automation planning
- Training
Monthly Systems Partner
Monthly plans available
Ongoing support to keep your systems healthy and improving as the business grows — without hiring a full-time ops person.
Ideal customer fit
Growing crews that want ongoing help maintaining and expanding their systems.
What's included
- Workflow maintenance
- New automations
- Reporting review
- CRM cleanup
- Monthly strategy call
- Team training
- Ongoing improvements
Ready to Stop Letting Leads and Follow-Ups Fall Through the Cracks?
Book a Contractor Systems Audit and get a clear roadmap for turning your business chaos into a simple, connected operating system.