How it works
A platform, configured to your company — not a blank one you fill in.
The software already exists, which is the whole point. What takes time isn't building it; it's loading your catalogs, your price book, your process and your history — so that on day one your reps see your products and your numbers, not a demo company's.
Discovery, on site
A couple of weeks inside the business — riding along on in-home appointments, sitting in the Monday sales meeting, reading the actual data rather than the version of it that gets described in a meeting. We come out with your process written down: how you sell, what you sell, what your book says, and where the money currently leaks.
You keep that document whether or not you go further.
Your catalogs and your price book
This is the unglamorous part that decides whether the whole thing works. Your manufacturers' price books get normalised into one configurable product model — series, options, glass packages, caming, jamb types, the specials your competitors can't quote. Your labour rates, your markups, your margin floor.
Done by people who have ordered this product and know what a bad catalog costs you.
Migration off what you're running
Your customers, jobs, history and open pipeline come across through the migration engine rather than by hand. Nobody re-types a year of work, and nothing gets stranded in the old system because someone forgot to export it.
Training by role, then live
Reps learn one screen — the Appointment Runner — because it's the only one they need. The office learns billing and production. The owner learns the numbers. Nobody sits through a course covering a system they'll never open, and the permission model means they can't wander into one by accident.
90 days from signing is the target, and the first trades go live before the last ones are configured.
The platform keeps moving
Manufacturers change books. Lenders change programs. The models underneath the AI layer change faster than any annual contract cycle anticipates. Your subscription covers the platform staying current, the operational load, and the trades and modules that land after you go live.
How it's priced
An implementation, then a subscription.
- A one-time implementation covering discovery, catalog and price book configuration, migration and training. This is where the work is.
- An annual platform subscription, priced on the size of the company rather than per seat — because a system your crews won't open is a system that isn't working.
- No per-user pricing. Charging by the head is how a platform ends up with the field locked out of it.
- Engagements start in the five figures. The real number depends on how many trades you run and what shape your data is in, which is what discovery is for.
We'd rather quote after seeing your book than guess at it on a website.
What it runs on
Boring on purpose.
A platform that runs a company's money has to outlive the people who built it. That rules out a dependency tree nobody can audit and a build chain that stops working in eighteen months.
Zero
No package tree, no supply chain, nothing to break upstream. Your IT person can read all of it.
785
Run on every change, including the checks that prove a rep never receives a cost figure.
5 · 43 perms
Enforced on the server, and the audit log records refusals as well as actions.
Exportable
Open formats, on request, at any time. The ledger exports to QuickBooks rather than replacing it.
The security model isn't a feature list item — it's the reason a rep's iPad can be turned toward a homeowner. Costs and margins are stripped before they reach the browser, which is a stronger guarantee than hiding them once they've arrived, and the test suite asserts it on raw responses rather than on rendered screens.
Questions that come up early
The ones actually worth asking.
We already have a CRM.
Most companies we talk to do, and most of them are frustrated by it rather than happy with it. The question isn't whether you have a pipeline — it's whether that pipeline knows what was measured, what the job costs, which sequence should fire, and whether you made money.
If your CRM is genuinely working for you, this is the wrong conversation and we'll say so.
Our reps won't adopt another tool.
They already adopted AI on their own — on personal accounts, without being asked. The risk was never adoption. It's that the tool running your sales floor belongs to nobody, isn't on your brand, and walks out with the rep.
A rep opens one screen here. If the Appointment Runner doesn't make their night easier, nothing else in the platform matters.
How much of this is really built?
Thirty-three screens against a live database, five trades configured, 785 automated checks. The demo is the shipping product, not a prototype.
What isn't finished is listed on the demo page, in public, because you'll find it anyway.
What happens to our data if this doesn't work out?
You can export it in open formats at any time, and the accounting side derives into QuickBooks rather than replacing it — so your book of record was never held hostage in the first place.
Can we start with one trade?
Yes, and most should. Configuring one trade's catalog properly and going live with it beats configuring four badly. The pipeline, marketing and money sides work from day one regardless of how many trades are loaded.
Start with a walkthrough, not a proposal.
Bring your price book and your hardest question. If it isn't a fit you'll know inside half an hour, and so will we.