The Problem.
The Build. The Result.

Crews scribbled job notes on paper, in texts, and in their heads. By the time they reached the office, half the detail was gone — and re-keying what survived ate an hour of admin time every evening.

An installable field PWA that turns a spoken note into a structured, searchable job record in seconds — organized automatically by job, location, and role, and visible to the office in real time.

Notes are captured on site before the crew packs up. Nothing gets re-keyed, nothing falls through the cracks, and the office sees the day's work as it happens instead of the morning after.

The team ran several client brands and needed each on its own branded CRM — but rebuilding a separate system per client was unaffordable, and sharing one database raised an obvious question: could a client ever see another's data?

Branded CRM front-ends per client on one shared, secure backend, with data isolation enforced at the database level. We proved the isolation before a single real record went in. Onboarding the next client became a copy-and-brand, not a rebuild.

They scaled to five brands with confidence, each fully isolated. New-client onboarding dropped from a from-scratch project to an afternoon — Excel import, rebrand, live — changing the economics of taking on a client.

Pipeline, job margins, and team capacity lived in three different systems. Every Monday, leadership stitched them together by hand in spreadsheets — slow, error-prone, and always a little out of date by the time anyone read it.

A live operations dashboard that pulls from every source into one clean scorecard, broken out by team and division — built around how leadership actually thinks, not a vendor's template — with one-click exports for finance.

The numbers that run the business now sit on one screen and stay current automatically. The Monday spreadsheet ritual disappeared, and decisions get made on live data instead of last week's snapshot.

Hazard assessments and site checklists lived on paper in a binder — a liability waiting to happen. Forms got skipped, filed late, or lost, and producing records for an auditor meant digging for days.

The whole FLHA and site-checklist process moved onto the crews' phones, tied straight to the job record, with photo capture and a full audit trail. Assessments now happen at the start of every shift because they're right there on the phone.

Compliance stopped being a risk and became a search box. When an auditor asks, records come up in seconds instead of days — with photos, timestamps, and a clean trail behind every job.

Customers called constantly for status updates, and every call pulled the office off real work. For a small shop, the endless back-and-forth also made them look less organized than they actually were.

A branded customer portal on a custom domain where clients track job status, view documents, and approve work in one place — with a guided onboarding flow so new customers are up and running without hand-holding.

Status calls dropped sharply, freeing the office for billable work — and a small shop now presents like a far bigger, more buttoned-up operation, setting it apart from competitors still running everything through email.