Software selection and setup

    Pick the right software. Set it up right the first time.

    Most software problems aren't the software. They're the wrong pick, a rushed setup, or a team that was never shown how to use it. We help you choose, set it up around how you actually work, and get everyone using it.

    Who it's for

    You've outgrown spreadsheets, your current system fights you every day, or you're about to sign a contract and want a second opinion first.

    What we help with

    • CRM and sales tracking

      Know every lead, quote and follow-up without digging through email.

    • Scheduling and field service

      Jobs, crews and dispatch in one place instead of a whiteboard.

    • Accounting software

      QuickBooks Online and the apps that connect to it, set up with your accountant.

    • Microsoft 365 and business email

      Email, files and shared calendars on your own domain, set up properly.

    • Project and task tracking

      Everyone sees who's doing what, and nothing falls through.

    • Industry software

      Whatever your trade runs on. We learn it fast and set it up around your work.

    How it works

    1. Learn how you work

      what the team does day to day and where it breaks.

    2. Short list and demos

      two or three real options, with what each costs over three years, not just month one.

    3. Set it up

      configured around your process, with your data moved in and checked.

    4. Train and stick around

      hands-on training for the team, and help for the first few weeks.

    We don't sell software

    We don't sell software, so we have no reason to push one. If what you have can be fixed, we'll tell you.

    Questions people ask

    No. We recommend what fits and you buy it directly, so you own the account.

    Often, yes. Sometimes a better setup beats a new tool.

    Small setups take a few days. Bigger systems take a few weeks. You get a timeline before we start.

    That's usually a setup or training problem. We plan for it from the start.
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