The Full Office Build
Get Your Office Under Control.
Move customers, jobs, and follow-up out of memory and scattered paper and into one shared process your team can use.
Your Office Shouldn't Stop When Someone Cannot Find a Piece of Paper.
Customers call because they do not know where their job stands.
Several people search for information that should be easy to find.
Follow-up depends on someone remembering.
Important details live in the owner's head.
Estimates and proposals wait until the end of the day.
The owner remains the answer to every question.
They need one dependable process everyone can follow.
What Office Under Control Includes
First piece live in 14 days.
We take 2 businesses a month.
Everything in One Place
- Your process mapped out
- Every customer in one place, with a job board if you run that way
- Customers kept in the loop automatically
- One inbox for calls, texts and messages
- A digital intake form
Every Job, Every Dollar, Followed Up
- Estimate follow-up
- After-job follow-up worded for your trade
- A review request after every job
- Missed-call text-back
- Text-to-pay and payment reminders
The Business Runs While You're Gone
- After-hours auto-reply with a booking link
- A vacation test checklist
Done For You, Built to Last
- In-person kickoff
- Your customer list loaded from a spreadsheet
- Quarterly tune-up calls
- Ongoing support and fixes
- You own your data and accounts
Bonuses
- "We Miss You" campaign for past customers
- A referral ask after every 5-star review
- New Hire in a Box (Playbook plus training videos)
- A done-for-you message library
- Offer and ads training
Three Steps to Get Your Office Under Control
1. Map It Out.
We walk through what currently happens from the moment a customer contacts you until the work is complete.
2. Put It All in One Place.
We create one dependable place for your team to find customers, jobs, conversations, and important dates.
3. Kill the Chaos.
We build the routine updates, reminders, and follow-through around your real process so the next step does not depend on someone remembering it.
You Do Not Have to Change Everything Overnight.
Old and new methods can run together while the shared process earns your team's trust.
Some paper note-taking can stay if the information reaches the shared record.
From More Than 750 Paper Records to One Shared Process
A South Georgia Roofing Company
After Hurricane Helene, the company kept up with more than 750 leads and customers on paper. One customer asked about his roof, and three people stopped working to search for about five minutes.
Today, the team searches by name, phone, or address and sees where the job stands.
An owner said checking calculated estimates instead of preparing them manually helped him leave around 4 to 5 p.m. instead of staying until about 9 p.m.
This account reflects our recollection and the business's reported experience. Individual results vary.
The 60-Day Office Under Control Guarantee
In 60 days, you're running on one system and you're no longer the answer to every question. If you're not, we keep working until you are.
Your side: show up to kickoff, send your customer list, and let the old way go.
This is a continued-work guarantee, not a refund promise.
Let's Map How Your Office Actually Works.
The free Office Walkthrough helps us find where customers, jobs, and follow-up are getting stuck.