Start small & build!
Square One + Production
Deep Dive Audit (Virtual)
Kickoff call
Review of current systems
Evaluation of 5 key areas: job flow, communication, subcontractors, customer management, and general paperwork
Customized Report + Service Recommendations
Detailed report of recommended services
Google Sheets setup with key tasks to complete
Implementation
Selected services begin!
Weekly Check-In Calls
To answer support questions and ensure efficiency
Email & Text communications daily
Deliverables
Customized Support on a consistent basis
Pricing
Custom
Ideal for
Contractors who are just getting started or whose operations are running smoothly
Customer Service Follow-up
Estimate/Quote Creation
Accounts Receivable
Managing permits, licenses, & COIs
Creating monthly or weekly financial reports
Creating a file structure & organizing documents
Material order management
Work order management
CRM oversight
Uploading photos to job files
Building processes and SOPs
Developing & implementing efficient workflows
Pricing structure & updates
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