We are the architects for how your business actually runs. You keep the accounting system and the tools you already have — we make them work together, put the technology behind them, and stay accountable for the result. The first thing we usually fix is the four weeks between the work being finished and the invoice going out.
That is the gap we see most often, across pools, HVAC, plumbing, electrical and roofing. Not in the work — your people do the work well. It leaks in the twenty minutes nobody accounts for, and it costs you in cash.
A technician finishes a call. He knows what he replaced, roughly how long it took, and whether he'll need to come back. Some of that gets written down. Most of it lives in his head until Friday, when somebody in the office tries to reconstruct a week's worth of jobs from memory and a handful of photographs.
Then the predictable things happen:
None of this is a technology problem in the usual sense. It's a capture problem. The information exists — it's standing in someone's kitchen holding a wrench. The job is getting it out of his head and into your systems without making his day harder. And you are financing every one of those jobs until the bill goes out.
We look at your business in five layers — infrastructure, back office, front office, sales and operations — and start in whichever one is costing you most. For most firms that is operations, and specifically what happens between the job finishing and the money arriving.
You do not buy a platform and you do not replace what you already run. You get capability added where it is missing, paid for as you use it, and someone whose job it is to keep it working.
Your technician photographs the unit, taps the parts he used, and hands the phone over for a signature. Thirty seconds, no typing. The job card is complete before he's back in the truck.
The completed job becomes an invoice automatically — priced from your rules, posted to QuickBooks or your ERP, sent the same evening. No re-keying, no Friday reconstruction.
Photographs and a voice note from site become a priced, branded estimate while the customer is still deciding. The firm that quotes first usually wins the job.
Invoice and document processing, accounts payable and receivable, supplier bills read and coded automatically. The administrative work that grows with your headcount but shouldn't.
Every call answered, qualified, and booked into your existing schedule — including at 9pm on a Sunday. Real emergencies reach you. Everything else is handled and waiting in the morning.
Which jobs made money. Which customers cost you. What's owed and how old it is. Cash for the next thirteen weeks. Ask it in plain English instead of waiting for a month-end pack.
Automation nobody watches is a liability. Every build comes with a named person responsible for it — monitoring, tuning, and answering the phone when a supplier changes their invoice format at 2am. $2,000–$6,000 per month depending on what's running. This is not optional and we'd rather not work with anyone who wants it to be.
Thirty minutes, free. You tell us where the week goes. We tell you honestly whether it's worth fixing — and sometimes the answer is that a $50-a-month product already does it, in which case we'll say so and send you the link.
Two weeks. We ride along, watch how jobs actually get recorded, and put a number on what it costs you — in days to invoice, in parts never billed, in hours never recovered. You keep that analysis whether or not you hire us.
Not a platform. One workflow, working end to end, live with real technicians in weeks. If your crew won't use it we'd rather find that out on a small build than a large one.
Once capture is running, everything downstream gets easier — invoicing, estimating, the back office, the numbers. We add the next layer when the last one has proven itself, and somebody stays responsible for all of it. We would rather earn the second piece of work than sell you all five on day one.
We would rather not take your money until we have proved the thing works. That is the offer we lead with. If you would prefer the certainty of a fixed price instead, you can have that too — most firms in this business will only offer you one of the two.
A defined scope, a fixed price, paid against milestones. You see each piece working before the next payment. Straightforward, predictable, and easy to get through whoever approves your spending.
Little or nothing up front. We agree what we're going to improve and how we'll measure it, then we take a share of what we actually create. If it doesn't work, you don't pay for it.
Why we're willing to do it this way. Because our incentive should be to make you succeed. The more you grow, the more we make — and if we can't move your numbers, we haven't earned anything. Most vendors sell you a licence, take the money up front and leave the risk with you. Asking a business your size to carry that risk on a promise is the part we think is backwards.
Between us we have spent careers inside the finance and operating systems of Google, Accenture, HP, Deloitte, KPMG and Oracle — and, just as importantly, years serving companies the size of yours. We are applying the same thinking to businesses where it actually changes someone's week.
Thirty years in finance and systems transformation at Deloitte, HP and Google, including one of the largest ERP finance transformations in technology. At Google his teams shipped production AI that replaced manual invoice entry across procurement and accounts payable. He builds the systems himself rather than describing them.
Designs and delivers complex ERP transformation programmes at Accenture. Previously global SAP digital innovation lead at HCL and a solutions architect at Hewlett Packard Enterprise, working with companies including Coca-Cola, Disney and P&G. He also ran a small business of his own, which is why he starts from what it costs you rather than what it does.
KPMG and BearingPoint, then founded his own consulting firm in 2008. Moved deliberately from enterprise SAP and Oracle work down into companies the size of yours, where the systems are smaller and the consequences are more personal. Works across pool construction and service and the trades that sit underneath it — electrical, plumbing, roofing.
An architect by first career — high-rise buildings — before moving into pre-sales engineering at Bentley Systems and then into revenue operations as a fractional commercial lead across fintech, startups and rapid application development. Currently completing an AI MBA. His view on the technology is that it should make good people better, not replace them.
Why it matters that there are four of us. Most people who can build this have never run a back office. Most people who understand your back office cannot build. Most people who can do either have never made enterprise software talk to a small company's accounting system — and almost none of them have sat in a business the size of yours and watched what actually happens on a Friday afternoon. You need all four, and it is genuinely hard to find them in one room.
That's the right worry and it's the one we design around. If capture takes more than about thirty seconds or requires typing, it fails — we've seen it fail. So the technician's part is photographs and taps, no keyboard, and it works with no signal. Before we build anything, we put a rough version in front of your crew and watch what they do with it. If they won't use it, we'd rather learn that in week two than month six.
Those are products; you buy a licence and the implementation risk is yours. We're a service — we build around how your business already works, make it talk to your existing accounting system properly, and stay accountable for whether it's actually used. If a good off-the-shelf product genuinely solves your problem, we'll tell you to buy it. Frequently the issue isn't the scheduling software, it's that nothing downstream of it is connected.
Maybe, but probably not yet, and the sticker price is misleading. Odoo is a genuinely capable suite and the licence is cheap — around $25 per person per month — but it is a replacement for your accounting system, not an addition to it. The real cost is the implementation and the migration of everything you have in QuickBooks, and for a business your size that is usually a five-figure project with a bad habit of overrunning. Its field app is also the weakest part of it, and that is precisely where your problem is. We know the product, we'll tell you honestly if it's the right answer for you, and if it is we'd rather say so than sell you something else.
They are, and most of them are selling you the technology rather than a result. We use AI heavily — it is what makes this affordable at your scale, and it is the reason a job card can be built from photographs instead of typing. But it is how we do the work, not what you're buying. What you're buying is invoices going out the same day. If we can't do that, the technology behind it is irrelevant.
No, and we'd usually advise against it. Most of the value comes from connecting what you already own rather than replacing it. If you're on QuickBooks and a scheduling tool, that's a fine foundation — the gap is normally between them. Ripping out a system your bookkeeper has ten years of history in is the most expensive way to solve a problem that usually isn't the system's fault.
No. What goes away is the re-typing, the Friday reconstruction, and the chasing. She stops being a data entry clerk and starts being someone who can tell you which customers are worth keeping. In practice the companies that do this well don't shrink their office — they stop needing to grow it as they add trucks.
It stays yours, and we'll tell you exactly which systems connect and what leaves your building before anything is signed. Where we use AI models, we use commercial terms under which your data is not used to train anything. Where you'd rather everything stayed in your own cloud account, we'll build it that way instead.
Two weeks to measure, then typically four to eight weeks to a first workflow running with real technicians. The slow part is almost never the building — it's getting credentials, approvals, and straight answers about how the current process really works.
Thirty minutes, no charge, no deck. If what you need isn't something we should build, we'll say so on the call — and if you'd rather we came and rode along for a day first, we will do that too.
Direct
Houston and Austin, on site.
Remote anywhere in the US.
We will come to you — this is not a webinar business.
What to expect
A conversation about your business, not a product demo. If it's a fit we'll propose two weeks of measurement. If it isn't, you'll get a straight answer and a suggestion.