Every change order you forget to bill is money you already spent.

We build automation inside QuickBooks Online, JobTread, and your email and calendar that catches the leads, the change orders, and the job costs your office tracks by memory today. You keep every account. The system runs the follow-up so your staff do not have to remember to.

The six jobs eating your office's week

Every builder's office runs the same six jobs by hand, week after week, no matter how good the crew is in the field. None of them are hard. All of them are slow enough to cost you a sale, a sub, or a draw.

A lead comes in Friday night and sits until Monday, by when two other builders already called back.

A change gets agreed with a handshake on site, and three weeks later nobody remembers to invoice it.

Bills pile up before anyone enters them, so you do not know a job's real cost until it is already over budget.

Nobody told the homeowner about the delay, so they call your office to find out.

A sub's schedule lives in a buried text, so your office calls around the morning of to confirm who is showing up.

A draw gets assembled by hand at month-end from COIs, W-9s, and waivers scattered across email.

One job, one system, for each one on that list

A new lead gets a reply within minutes and goes straight to the right person.

Nobody has to remember a lead came in overnight, or chase a call that never happened.

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A change gets logged the day it's agreed and turned straight into an invoice line.

Nobody has to remember three weeks later that a change never got billed.

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Invoices get entered against the right job and cost code as they come in.

Nobody finds out a job is over budget after it's already finished.

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Homeowners get a scheduled update at each real milestone, before they think to call.

Nobody has to stop and explain a schedule change over the phone.

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Scheduling goes out with a confirm link, and an unconfirmed job gets a second nudge.

Nobody has to spend the morning calling around to confirm who's showing up.

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COIs and W-9s get tracked with renewal reminders, and a draw gets built from what's on file.

Nobody discovers a lapsed COI on-site, or builds a draw from scratch at month-end.

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Built for how you already build

You are running two or three houses at a time, each one different, each one full of decisions the homeowner wants to weigh in on. The paperwork load per house is higher for you, not lower, because nothing repeats. We set up lead follow-up and homeowner updates to flex with a custom build's pace, so a slower, more detailed process does not mean a quieter inbox.

You are running volume. Ten houses, fifteen houses, the same four floor plans, and the thing that breaks is not any single job, it is doing the same six jobs ten times over without dropping one. We build the system once per job type and let it run against every house on your lot list, so your office scales with your pipeline instead of needing another hire every time you add a phase.

Your change orders happen more often and for smaller dollar amounts than new construction, which is exactly why they are the easiest to lose. A small change nobody invoices does not feel like a big miss in the moment, but several of those a month is real margin walking out the door. We make the change order the easiest form on the job site to fill out, so it gets filled out.

From call to live, in your own accounts

  1. A free call where we walk through the six jobs above and point at exactly which ones are costing your office the most time.
  2. We write a plan naming the specific automations for your business, credited in full toward setup if you move forward.$500written plan, credited toward setup$2,000setup, once you say go
  3. We build the automation inside the QuickBooks, JobTread, Google, or Microsoft accounts you already have, so nothing new gets added to your software stack.
  4. You review and approve what matters before anything goes live, then the automation starts running in your office.

Runs inside the tools your office already has open

QuickBooks Online

Job costing, bills, and change order invoices stay current in the accounts your bookkeeper already reconciles.

JobTread

Leads, schedules, and change orders sync with the job data you already track in JobTread, instead of living in a second place.

Google Workspace

Status updates, scheduling texts, and document requests run through the Gmail, Calendar, and Drive your office already has open.

Microsoft 365

The same automation runs through Outlook, Outlook Calendar, and SharePoint for offices built on Microsoft instead of Google.

We are building this with our first builder now

We're building this with our first builder now, inside their own QuickBooks and JobTread accounts, against a real backlog of leads, change orders, and draws, not a demo. What we learn from that build becomes the standard setup for the builder who comes after. Whoever joins while we're still in that stretch gets to shape what gets built and in what order, in a way that won't be true once this is running the same for everybody.

The discovery call is free either way. The price comes with the written plan, after we've looked at your actual jobs, not before it.

Before you book a call

Does it work with what we already use?
Yes. We build around QuickBooks Online, JobTread, and either Google Workspace or Microsoft 365, whichever your office already runs on. We are not asking you to switch software or migrate your job history anywhere. If you run something outside that list, tell us on the call and we will tell you straight whether it is a fit.
What happens to our data?
It stays in your accounts. We build the automation inside the QuickBooks, JobTread, and email or Microsoft 365 logins your office already owns, so nothing about your leads, your jobs, or your financials moves to a system of ours that you would lose access to if we ever stopped working together.
How long does it take to go live?
It depends on how many of the six jobs we are building and how clean your current setup is. The written plan tells you exactly what will be live and roughly when, specific to your office, before you pay for the setup.
What if it does not fit our business?
Then the written plan says so, before you have paid for a setup that was not going to earn it back. We would rather tell you no on paper than build something that sits unused.
Who actually touches our books and our homeowner's information?
John Kelly builds and maintains every setup directly, inside the accounts you control. Nothing runs through a shared platform with other builders' data on it, and nothing posts to QuickBooks or messages a homeowner without the approval rules we set with you on the call.

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