Home › Technology Stack Audit
Technology Stack Audit · Pacific Northwest Trades
Technology Stack Audit for Contractors in Oregon, Washington & Idaho
Most trades businesses doing $2M or more are paying for software that isn't configured correctly, isn't talking to anything else, or both. We audit what you have and fix what's broken.
The problem
What technology stack audit means for a trades business.
A technology stack audit is a structured review of every software tool a business is using: what it costs, what it's configured to do, whether it's actually doing it, and whether it's sharing data with the other tools in the stack. For trades businesses, the typical stack includes an FSM platform, an accounting platform, a payroll system, and several disconnected point solutions. We serve HVAC, plumbing, electrical, and roofing contractors across the Pacific Northwest.
The problem isn't usually having the wrong tools. It's having the right tools configured incorrectly, not connected to each other, or used by some team members and not others. An audit identifies exactly where the gaps are and what they're costing. ---
Every software subscription you're paying for is either delivering operational value or gets cut
Connected systems share data automatically so manual re-entry between platforms stops
You have a documented technology architecture that shows what every tool does and how they connect
Future software decisions are based on operational need rather than sales pitch or habit
The administrative overhead created by disconnected tools decreases materially
The monthly cost of your tech stack aligns with the operational value it's actually delivering
Signals you need this
Who needs this.
Contractors paying for ServiceTitan, Housecall Pro, or other FSM software who aren't confident it's configured correctly
Businesses where different team members use different systems for the same task because nobody standardized the process
Operations where the accounting software and the field service platform don't agree and someone reconciles manually
Trades owners who've accumulated software subscriptions over the years and aren't sure what's actually necessary
Any business preparing to invest in new software who wants an honest assessment of what they actually need first
Three or more and there's real money sitting in the gap. Usually it's not one big leak. It's a few small ones that compound every month.
Before and after
Without a technology audit vs. After Sentric audits and optimizes your stack
What we build
Every tool on trial, with receipts.
A full inventory of what you pay for
Every subscription evaluated against actual usage, actual cost, and whether anything else already does the same job.
Connections instead of workarounds
Where two systems should talk, we make them talk. The spreadsheet bridges and double entry go away.
A keep, fix, or kill verdict
You end with a clear list: what stays, what gets configured properly, and what gets cancelled, with the savings attached.
We build it inside the tools you already pay for. If your field service platform and your accounting software can talk to each other, we make them. If something genuinely has to change, we'll say so and tell you why, but the tool was rarely the problem.
How it works
Three steps. No homework.
Walk one job
Thirty minutes. We take a real job, warts and all, and follow it from the day you sold it to the day the money hit the account. Every place it catches gets written down. You keep what we find whether you ever hire us or not.
Rank the friction
Technology Stack Audit might not even be your biggest leak. If something else is costing you more, we'll tell you and start there instead.
Build it and run it
We build the fix, train your people on it, and stay on it until it holds. Then we take the next one. Everything we build is documented and yours, whether you keep us for a year or just a month.
Questions
What owners ask us first.
Do you require long-term contracts?
No. Month to month. You stay because the work is delivering.
What cities do you serve?
We serve trades contractors throughout Oregon, Washington, and Idaho. See the full city list below.
How long does implementation take?
Most system builds run 30 to 60 days depending on the state of your current setup. The free audit tells us what we are working with before we scope the build.
Can you work with our existing bookkeeper or CPA?
Yes. Our work is on the operational and technology side. We make sure your financial partners get clean, accurate data to work with.
How is this different from hiring an office manager?
An office manager executes inside whatever systems exist. We build the architecture and manage it so the systems stay current as the business grows.
What trades do you work with?
HVAC, plumbing, electrical, and roofing contractors doing $2M to $8M in annual revenue across Oregon, Washington, and Idaho.
What does the free 30-minute audit cover?
We review your current systems, find where margin or time is leaking, and tell you what it is costing. No pitch and no commitment.
Do you implement or only advise?
We implement and manage. We configure your tools, document your processes, and run the systems ongoing.
Where we work
Technology Stack Audit across the Northwest.
All work is remote, so location never changes what we can do. These pages cover the market specifics for each city.
Portland, ORSalem, OREugene, ORBend, ORMedford, ORHillsboro, ORGresham, ORCorvallis, ORAlbany, ORGrants Pass, ORRoseburg, ORKlamath Falls, OR
Seattle, WASpokane, WATacoma, WAVancouver, WABellevue, WAKennewick, WAYakima, WABellingham, WAOlympia, WAEverett, WA
Related
Related systems we also manage
Thirty minutes is enough to find out if this is a problem in your operation.
The audit is free. No pitch. No commitment. A straight read on where your systems stand.
Book 30 MinutesNo long-term contract. No commitment. No homework after the call.