Bills to QuickBooks
Bills to QuickBooks without the Sunday night invoice stack
Get vendor invoices and receipts coded to the right job and into QuickBooks while the job is still running, not after it runs over.
Read the guideGuides
Guides and writing on AI for small business
Start with the job you’re trying to fix, or read what running on AI ourselves has taught us.
Builder guides
Run the parts of the job that eat your evenings
Six jobs home builders do by hand that don’t need to be. Each guide below walks through one: the problem, and how we’d automate it.
Change Orders
Change orders that get priced, signed and billed
A change agreed on site gets written down, priced and signed that day, then lands on the next invoice. How to set that up yourself.
Read the guideClient Updates
Client updates that go out before the homeowner calls
Homeowners call when nobody told them what happened this week. How to send a regular update by hand, and how we'd automate it.
Read the guideLead Follow-up
Lead follow-up for home builders who work from the truck
A lead that waits from Friday night to Monday goes to someone else. How to log, answer and follow up on every one, by hand or automated.
Read the guidePaperwork Chasing
Stop chasing subs for COIs, W-9s and lien waivers
Keep current insurance certificates, W-9s and lien waivers on file before a check is owed, and build the month-end draw from one folder.
Read the guideVoice-Memo Thread
Voice memos from the job site, sorted before they pile up
Turn the memos you record between sites into tasks, change orders and messages, instead of a pile you re-listen to at night.
Read the guide
Free tool
See what missed calls are costing you
Enter your average job size and how many calls you miss, and it works out what that’s costing every month.