Your software, set up right and kept that way.
We set up your current CRM and job software around how you actually work, or a new system if yours is holding you back. We connect it to the rest of your tools, automate the handoffs, then stay on to keep it running as the business grows.
ILLUSTRATIVE EXAMPLE · PICK A RULE YOU'RE TIRED OF REMEMBERING
- MARKED UP
- DRAWN
- BUILT
- RUNNING
RUNNING
YOU SAID
“Don't let anyone book drywall until the framing inspection passes.”
Set up in the software you already pay for.
✓ Text to Dave's crew: drywall Thu 8 AM, 12 Alder St
- MODULE
- INSPECTION GATE
- SET UP IN
- YOUR JOB SOFTWARE
- REV
- A
YOU SAID
“Remind past customers when their roof warranty inspection is due.”
Set up in the software you already pay for.
✓ Linda booked her check · Mon 10 AM
- MODULE
- WARRANTY CALLBACKS
- SET UP IN
- YOUR CRM
- REV
- A
YOU SAID
“Hold strata jobs until council approves, then book the crew.”
Set up in the software you already pay for.
✓ Text to crew: Bayview re-roof, Mon 7 AM
- MODULE
- APPROVAL HOLD
- SET UP IN
- YOUR CRM
- REV
- A
YOU SAID
“Two crews can't take the same trailer on the same day.”
Set up in the software you already pay for.
✓ Crew B told: take Trailer 1 on Tuesday
- MODULE
- TRAILER BOOKINGS
- SET UP IN
- YOUR SCHEDULER
- REV
- A
The businesses and rules here are made up, to show the idea. Yours are set up in the tools you already use, around how your business actually runs, and you decide what gets checked, what runs on its own and what waits for you.
Leads in five places. Jobs in your head.
Calls in your phone, quotes in your email, job notes on paper, invoices in a spreadsheet. You might be paying for software that could handle all of it, but nobody had time to set it up properly. So the admin happens at night.
Built into the tools you already pay for.
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Tell us a rule in plain words and we set it up in your software, so it gets checked every time instead of by you.
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Every lead, quote and job in one view, from first call to final invoice.
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A booked job schedules the crew and confirms with the customer. When it closes, the invoice and payment reminders go out.
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Crew and subcontractors see only their own jobs, add photos and mark work done from site. The office sees it straight away.
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New hire, new crew, new service? Send a message and we set up what changes, as part of your monthly plan.
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We move your contacts and jobs in from spreadsheets or old software, connect your tools and show your team around.
- Calls
- Follow-up
- Payments
- Leads
- Systems
- Automation
- Training
- Answers
This is what the rest runs on. Calls, follow-ups, invoices and campaigns all land here.
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Leak audit
We map how leads and jobs move through your business today, and where time slips away.
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Set up
We set up or clean up your CRM and job software, connect your tools, automate the handoffs and move your data in.
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We run it
Updates, fixes and questions from your team are handled. You get a monthly report.
Questions, answered.
Do I have to switch from what I use now?
No. If your current tools work, we set them up properly and connect them. We only replace what's getting in the way.
Which software do you work with?
Most of the CRMs, job and field service apps, accounting tools, email, calendars and phone systems small businesses use. If what you have is getting in the way, we help you choose and set up something better, including an ERP if you need inventory or purchasing.
What kind of admin can you automate?
Anything repetitive that follows the same steps: booking confirmations, crew scheduling, invoices and payment reminders, job updates and weekly reports. We find them during the leak audit.
What happens after setup?
Most clients keep us on a monthly plan. We look after what we set up, answer your team's questions, and add the next improvement when you're ready. We're local too, so we're happy to sit down in person.
Will my team actually use it?
We set it up around how your crew already works, keep it simple enough to use from a phone on site, and write a short guide for each part.
See what you could take off your plate.
Book a 20-minute call. You'll leave knowing where time and money slip away, and what's worth automating first, whether you work with us or not. If we go ahead, your first fixes are usually live within 48 hours.
Liam Murrin · Founder · Chilliwack, BC
I set up every system myself, and I'm who you'll talk to on the call. Twenty minutes, no pitch deck, no pressure.
Times shown in Pacific time
BOOKED
You’re booked.
Check your phone.
That text you just got is exactly what your customers would get.
ADD TO YOUR CALENDAR
Need a different time? Reschedule
DEMO MODE · NO REAL BOOKINGS
Not ready to book? Email me one task you'd happily never do again. I'll write back with how I'd take it off your plate.
Like retyping quotes into the accounting app, chasing the same invoice three times, or texting crews tomorrow's schedule.