Construction and trades: field to office, without the re-keying tax
General contractors, specialty trades, and field-service operators where job details live in dispatch apps, group texts, and spreadsheets—and nobody agrees on margin until the job is closed.
Who this is for
- 10–150 employees with a mix of field crews and back-office staff
- Job costing split between field tools, QuickBooks, and “the master sheet”
- Change orders and extras approved informally—then disputed at invoice time
- Owners who want weekly job health, not a surprise at year-end
Typical broken workflows
- Tech notes in the field app, finance re-enters the same job in accounting
- PO and material receipts photographed but not tied to job cost until month-end
- Schedule changes broadcast in text—dispatch learns last
- WIP and backlog reports built manually while crews are already on the next job
What we fix
- Field-to-office pipelines so job data is captured once
- Approval paths for change orders, extras, and vendor bills—with audit trail
- Job-level reporting that finance and ops both trust
- Integration patterns for ServiceTitan, Jobber, Housecall Pro, and accounting—without rip-and-replace day one
Security note: vendor and subcontractor data stays scoped—role-based access, no shared login sprawl, and documented offboarding when subs roll off a job.
FAQ
- We live in ServiceTitan / Jobber / Housecall Pro—is that a problem?
- No—that is often the field anchor. We integrate around it so office staff stop re-typing what techs already captured.
- Our foremen will not adopt another app.
- Good. We reduce clicks and duplicate entry rather than adding a parallel system nobody opens.
- Can you help with change orders and approvals?
- Yes—clear owners, status, and documentation so margin does not leak on jobs that “felt fine” in the field.
- What about photos and job-site connectivity?
- We design for intermittent connectivity—offline-friendly capture where the tool supports it, sync rules when back on network.
Selected work
Anonymized projects from real engagements—advisory judgment backed by implementation. No invented metrics; depth case studies come when clients approve outcomes.