Custom systems & CRM
Software shaped around how you already work.
Leads, jobs, customers, schedules and payments in one place your whole team can use. Built around your process instead of forcing you into someone else's.
Jobs this week
Desert Line Auto, example data
Collected$1,180
New lead1
Patel
Check engine scan
$95
Quoted1
Hernandez
Brake pads + rotors
$640
Scheduled1
Okafor
A/C recharge
$210
Paid1
Lindqvist
Timing belt
$1,180
What we build
Most projects are a mix of these, shaped to the way your business runs.
- CRMs and pipelines
- Every lead tracked from first contact to paid, with the next step always clear.
- Job and scheduling boards
- Who's doing what and when, on one board the whole team can see.
- Client portals
- Customers check status, approve quotes, sign and pay without calling you.
- Quotes, invoices and payments
- Send quotes, turn them into invoices and get paid by card through Stripe.
- Automations
- Follow-up texts, reminders and review requests that go out on their own, on time.
- Dashboards
- The few numbers you actually check, on one screen, updated as work happens.
Signs you've outgrown the spreadsheet
Off-the-shelf software works until you're paying per seat for features you don't use and working around the ones you need.
- The same customer's details live in three different places.
- Follow-ups only happen when someone remembers.
- You can't tell what's quoted, booked or unpaid without asking around.
- New hires take weeks to learn how things are tracked.
- You pay for software seats and features nobody uses.
How we build it
- 1
Map your process
We walk through how work actually moves today, including the messy parts.
- 2
Click-through prototype
You try the screens before they're built, so changes are cheap and fast.
- 3
Build and move your data
We build the system and bring over your existing customers and records.
- 4
Train and support
We show your team how to use it and keep improving it as you grow.
Questions
Describe how work moves today.
Walk us through it, mess and all. We'll show you what one connected system would look like.