Trades
Trade businesses lose money in the handoffs.
Between office, field, foreman, PM, and finance — small visibility gaps turn into real margin loss. We build the function that makes those handoffs visible.
Field Crew
- Time entry
- Daily logs
- Issue capture
- Photos
Foreman / Super
- Production tracking
- Crew assignments
- Field changes
- Safety logs
Project Manager
- Job cost review
- Schedule updates
- Change orders
- Client comms
Finance / Controller
- Billing packages
- WIP updates
- Cash flow
- Closeout
Owner / Executive
- Margin dashboard
- Risk flags
- Backlog view
- Strategic review
Who This Is For
Electrical
Labor hours logged without production context. Change orders executed before pricing.
Mechanical / HVAC
Multi-system coordination across jobs. PM reporting consumes hours weekly.
Plumbing
Field-to-office handoff gaps. Billing packages lag behind completed work.
Concrete / Civil
Crew productivity invisible beyond payroll. Estimate lessons never feed back.
Roofing / Fire Protection
Service-to-billing disconnect. Dispatch, project, and finance in separate systems.
Field Service / Low-Voltage
Recurring work revenue leaks through dispatch gaps. No consolidated owner view.
What Goes Wrong
Labor hours logged without production context — payroll knows the cost, nobody knows the output
Crew performance hidden inside payroll-only reporting
Change requests not turned into recoverable revenue
Dispatch, project, and billing systems disconnected
Owners stuck translating between software, spreadsheets, and people
Estimating lessons locked in people’s heads instead of feeding future bids
What Gets Installed
The reporting systems, workflow logic, dashboards, and agents that give your operation real visibility.
Crew and Labor Visibility
Hours tied to production output by crew, foreman, and job phase
Production Reporting
Field production data flowing to the office in time to act on it
Field Capture Workflows
Photo, note, and issue capture tied to jobs and billable work
Service-to-Billing Handoffs
Completed work routed to billing automatically with proper documentation
Recurring Reporting Cadence
Weekly reports that surface problems before they compound
Estimate Feedback Loops
Actual costs feeding back into future bids systematically
Owner Dashboards
One view of revenue, margin, backlog, cash, labor, and risk
Operational Agents
Automated systems that handle recurring reporting, status updates, and alert routing
What the owner sees
Revenue MTD
$1.42M
+12%
Gross Margin
24.7%
-0.8%
Backlog
$6.3M
+$1.1M
Cash Position
$890K
+$140K
Active Alerts
Reporting Lag
18→3
days to close
Underperformance
$890K
corrected in Q1
Overhead
$310K
reallocated
“Our monthly close went from 18 days to 3. We went from guessing at job profitability to seeing it in real time. The ROI was obvious within the first quarter.”
Sarah K.
Controller · Mechanical Contractor