Keep jobs moving, not waiting.
Receipts in the truck. Licences, WorkSafe clearances and insurance certificates that clients ask for monthly. Eleven laptops and phones nobody manages. Quotes written at the kitchen table.
Typical retainer: Smart or Growth.
Fixed module prices after the 30-minute mini-diagnostic.
Some of the construction & trades teams we have worked with.
Three things
we hear every time.
Different logo, same three headaches. If one of these is yours this month, you're in the right place.
Receipts in the truck, statements in the inbox.
The bookkeeper spends a week a month matching. Fuel, materials and tools from three cards.
Licences, clearances and certificates, asked for monthly.
WorkSafe letters and insurance certificates sent four times in three versions. One licence lapsed quietly.
Eleven phones and laptops nobody manages.
Site devices with organization email and no MFA. The insurer's questionnaire answered with hope.
Three steps.
In this order.
The order matters: each step makes the next one cheaper. Fixed price per module after the mini-diagnostic; everything runs on the Smart or Growth retainer after.
Flowing Documents
clearances and certificates sent from one current version
Module 08 · Flowing DocumentsOne mini-diagnostic.
Then fixed prices.
Thirty minutes to map where the three headaches live in your organization. Every tool gets one of four states. That list is the plan, and the price.
Book the free mini-diagnosticTools we see most in construction & trades.
Yours is probably good to go. We connect around it, not instead of it.
"They've been key in helping us onboard and offboard employees, purchase and manage devices, build out SOPs, and implement modern systems that allow us to work more efficiently."Dan WormaldFounder, Leading Edge Electric
Before you
say yes.
What construction & trades owners ask us first.
Our crews aren't tech people. Will they use it?
They'll tap a card and take a photo of a receipt. They'll have a phone that works. Everything else happens in the office or on its own. We build for the field first.
We already use Procore / Buildertrend. Do we switch?
No. Those are good to go. We connect the money, documents and devices around them so the job tool isn't carrying the whole organization.
Can you handle WorkSafe, licences and insurance paperwork?
That's Flowing Documents: one current version of every certificate, sent from one place, with renewal reminders 60 and 30 days out to a named owner.
Keep jobs moving, not waiting
Starting Monday.
Book the 30-minute mini-diagnostic. We'll find which of the three headaches is first in your organization, and what fixing it costs.
Book a 30-minute callA conversation about your organization.
Not a demo of software.