Home/Industries

Different businesses, the same leaks.

The details change by industry. The pattern does not: work gets sold, delivered, billed and collected, and every handoff in between is where time and money disappear. Here is what we build for each.

01

Field and facility services

Recurring contracts, crews on site, and invoices that depend on what actually got done.

  • Recurring service contracts that bill themselves on schedule
  • Work orders and mobile checklists for crews
  • Time and attendance feeding billable hours
  • Site walkthroughs, incident reports and photo capture
  • Collections and A/R by customer and location
02

Professional services and agencies

Retainers, milestones and hours that have to turn into clean invoices without a weekly scramble.

  • Retainer, milestone and time-and-materials billing
  • Proposals and statements of work with e-signature
  • Utilization and margin by client and project
  • Client portal for requests, files and invoices
  • QuickBooks sync your bookkeeper signs off on
03

Property and real estate

Many locations, many contacts per account, and service requests that come from everywhere.

  • Accounts with properties, units and contacts mapped correctly
  • Request intake from email, web forms and text
  • Vendor and service tracking per property
  • Owner and portfolio reporting
  • Duplicate prevention on fuzzy addresses
04

Contractors and trades

Quotes, change orders and progress billing, with job cost that should not wait for year end.

  • Quote to job with change orders on the same record
  • Progress and milestone invoicing
  • Job cost from labor, materials and vendor bills
  • Deposits and payments by card or ACH
  • Pipeline and backlog dashboards
05

Distribution and wholesale

Repeat orders, account terms and credit holds that sales and finance need to see the same way.

  • Account terms, credit limits and holds visible to sales
  • Orders and invoices synced with QuickBooks
  • Automatic payment matching and remittance handling
  • Reorder and account health alerts
  • Rep commissions on collected revenue
06

Multi-brand groups

Several companies under one owner, sharing people and systems without mixing customers or books.

  • One Salesforce org with separate data per brand
  • Brand-specific quotes, emails and invoice templates
  • Separate merchant accounts and QuickBooks companies
  • Executive dashboard across every brand
  • Permissions that keep each team in its own lane

Don't see your industry?

If you sell work, deliver it, bill for it and chase payment, the same line applies. Tell us how yours runs.