What We Do

Business Systems & Operations Services for Pacific Northwest Trades Contractors

We don't pick one service and call it done. Here's the full scope of what we build and manage for HVAC, plumbing, electrical, and roofing contractors across Oregon, Washington, and Idaho. Learn who we are or see documented results from our founder's systems work.

By Trade

Every trade has different operational pressure. Start with the industry page that matches your business.

HVAC Contractors

The operational complexity of a growing HVAC business is substantial. Flat-rate pricing that has to actually cover labor burden. Seasonal cash flow cycles that require real financial planning. Maintenance agreement systems that generate recurring revenue only when they're properly managed. Dispatch logistics that have to scale without routing everything back to the owner. We work with HVAC contractors who've outgrown the informal systems that got them to $2M and need the infrastructure to get to $5M and beyond.

HVAC operations →

Plumbing Contractors

Emergency calls, material cost volatility, change orders that go verbal and never hit the invoice, and commercial documentation requirements that most plumbing operations aren't set up to meet. We build the systems that make a multi-crew plumbing business run without the owner in the middle of every decision and every problem.

Plumbing operations →

Electrical Contractors

Electrical contracting carries more compliance requirements than any other trade. Prevailing wages, apprenticeship ratios, permit documentation, and certified payroll on government and commercial contracts. We build the infrastructure that makes commercial electrical work profitable and manageable instead of just compliant.

Electrical operations →

Roofing Contractors

Material cost volatility, seasonal cash flow swings, insurance claim documentation burden, and heavy subcontractor dependency. We work with roofing contractors to build the systems that protect margins before the job starts and accountability structures that hold when things get hard.

Roofing operations →

By System

Each link below goes to a dedicated page on how we build and manage that system for trades contractors.

Technology & Operations

Field Service Management

We assess your current field service management setup, identify what's misconfigured or underused, and build the structure that makes it actually work.

ServiceTitan Setup & Support

ServiceTitan is the most capable FSM platform in the trades. It's also easy to have it misconfigured for years without knowing. We fix the setup and keep it right.

Housecall Pro Setup & Support

Housecall Pro is a capable platform for growing trades businesses. We get it properly configured, integrated with your accounting, and running the way it should.

Technology Stack Audit

Most trades businesses are paying for software that isn't configured correctly and isn't connecting to anything else. We audit what you have and fix what's broken.

QuickBooks Integration

The connection between your field service platform and your accounting is where most margin leakage hides. We build that bridge and keep it working.

Operations Management

SOPs, accountability structures, decision frameworks. We build the operating system your business needs so it can run without you in every decision.

Dispatch & Scheduling Systems

A dispatch system that breaks under volume isn't a dispatch system. We build one that scales with your call volume without routing everything back to you.

Job Costing for Contractors

If you can't tell which jobs are profitable, you can't fix the ones that aren't. We build the job costing infrastructure that shows you where the money goes on every contract.

SOP Development

Your processes exist. They're in your head, in your crew's habits, and in the institutional knowledge of people who might leave. We document them and build the accountability that makes them stick.

Change Order Systems

Verbal approvals that never make it to the invoice are one of the most consistent sources of margin leakage in the trades. We close that gap.

Financial & Compliance

KPI Dashboards

One report, every week, showing you where your business stands. Revenue, margin, accounts receivable, job costs. You stop guessing.

Reporting & Analytics

Financial clarity isn't a luxury for a business doing $3M or more. We build the reporting infrastructure that tells you what you actually made and where.

Estimate & Pricebook Systems

Pricing built on your real labor burden, not gut feel. A pricebook that protects your margin before the job starts.

Accounts Receivable Management

Money owed is money at risk. We manage the A/R process so you know what's outstanding, what's overdue, and when it's coming in.

Material & Inventory Tracking

Untracked material costs quietly compress margins on every job. We put systems in place to capture them before they disappear into the job cost.

Subcontractor Management

Documentation, accountability, change order controls. Every subcontractor relationship has a paper trail and a system behind it.

HR & Onboarding Systems

Hiring processes that find people who fit. Onboarding that gets them productive without requiring you to babysit the process. HR documentation that protects the business.

Prevailing Wage Compliance

Prevailing wage tracking done manually is a full-time administrative job. We build the systems that handle it correctly and keep you compliant.

Contractor CRM

Your customer relationships are your business. We build and manage the CRM infrastructure that keeps them organized and followed up.

ERP & FSM Migration

Migrating from one platform to another is where businesses lose weeks of operational continuity. We run the migration and keep things running through it.

How We Work Together

How we work.

Three phases. The audit is free, takes thirty minutes, and tells you exactly where your systems are breaking down. The build is a fixed-fee install, one price, no surprises. Ongoing management is a flat monthly retainer, month to month. No long-term contracts. No hourly billing. You stay because it's working.

The Audit (Free)

Thirty minutes. We look at your tech stack, your workflows, and your financial reporting. If there's margin leaking, we find it and tell you what it's costing. No charge. No pitch.

The System Build

Fixed-fee install. We configure your tools, document your processes, and build the infrastructure your business should have had years ago. One price. No surprises.

Ongoing Management

Flat monthly retainer, month to month. We manage your back office every month. No long-term contract. You stay because it's working.

Ready?

Thirty minutes is enough to find out where your systems are costing you.

It's free. We look at your current setup, find the gaps, and give you a straight read on what they're costing. No commitment. No pitch.

No long-term contract. No commitment. No homework after the call.